Learn with Training Videos.
Learn how to schedule, see patients, and chart and bill visits. You can also watch videos to help catch up on new PCC features.
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Learn with Training Videos.
Learn how to schedule, see patients, and chart and bill visits. You can also watch videos to help catch up on new PCC features.
-
Learn with Training Videos.
Learn how to schedule, see patients, and chart and bill visits. You can also watch videos to help catch up on new PCC features.
Get Started and PCC Basics
Get Started with PCC EHR
Ready to log in and start seeing patients? Use the videos below to get started with PCC EHR and then learn more about specific features.
- Log In and Navigate PCC EHR (9 min • 03-2025)
- Review a Patient Chart in PCC EHR (19 min • 04-2025)
- Schedule a Patient in the Appointment Book (8 minutes • 06-2024)
- Pre-Check-In in PCC EHR (4:29 • 11-2024)
- Check In a Patient (11.5 min • 08-2018)
- Review and Update Patient and Family Demographics (14 minutes • 10-2018)
- Chart a Visit in PCC EHR (12 min • 11-2024)
- Post Charges in PCC EHR (9.5 min • 03-2020)
- Post Personal Payments and Write Off Charges (8 minutes • 08-2022)
- Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 04-2020)
Useful Tools for the Whole Office
- Get Started with PCC Community and PCCTalk (7.5 minutes • 05-2018)
- 15 Tips to Optimize Your PCC EHR Experience (7.5 minutes • 01-2018)
- Send a Text Message Directly to a Patient or Family (3.5 minutes • 06-2020)
- Send Chat Messages to Colleagues (2.5 minutes • 06-2020)
- Search Task Queues in PCC EHR (2 minutes • 08-2020)
- Expand Short Text into Common Phrases in PCC EHR (3 minutes • 06-2020)
- Use Visit Status Counters to Know Where You’re Needed (5 minutes • 03-2025)
- Get Started in pocketPCC (4.5 min • 4-2025)
Configuration and Setup
- Manage User Accounts and Passwords (4 minutes • 03-2021)
- Configure User Roles and Permissions (4 minutes • 03-2021)
- Create a Custom Report (8 minutes • 09-2019)
- Configure PCC EHR Protocols and Chart Sections (6 minutes • 10-2017)
Schedule, Check In, and Connect with Patients and Families
How do you schedule patients, check insurance eligibility, check them in, and update all their information? How can your practice communicate with patients and families, and send them messages and notifications about upcoming appointments? Watch the videos below to learn more.
Schedule Appointments
- Schedule a Patient in the Appointment Book (8 minutes • 06-2024)
- Schedule Multiple Appointments in the Appointment Book (2 minutes • 08-2020)
- Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 04-2020)
Check Patients In and Update Patient Information
- Check Patient Insurance Eligibility (9.5 minutes • 12-2018)
- Check In a Patient (11.5 min • 08-2018)
- Review and Update Patient and Family Demographics (14 minutes • 10-2018)
- Import and Work With Documents (10 minutes • 07-2019)
- Update a Patient’s Insurance Policies (6 minutes • 06-2018)
- Help Families Opt In to Email and SMS Communication (2.5 minutes • 02-2021)
- Front Desk Essentials (61 min • 04-2022)
Recall and Connect with Patients and Families
- Reach Patients and Families with the Patient Portal (8:53 • 11-2024)
- Send Broadcast Messages to Patients and Families (4.5 minutes • 03-2020)
- Recall Patients for Preventive Well Visits in PCC EHR (3.5 minutes • 05-2020)
- Recall Patients Who Are Overdue for Vaccines (3 minutes • 11-2019)
Configuration and Setup
- Configure CHADIS in PCC EHR (4 minutes • 06-2021)
- Configure Scheduling Roles and Visit Reasons (5.5 minutes • 11-2018)
- Configure Provider Hours and Calendar (6 min • 11-2018)
- Configure User Roles and Permissions (4 minutes • 03-2021)
- Clinical Instructions Overview (3 min • 06-2016)
- Configure Patient Check-In (9 min • 09-2018)
- Create a Custom Report (8 minutes • 09-2019)
- Restrict and Grant Access to Report Library Categories (2 min • 2019)
Triage, See Patients, Chart, and Prescribe
Triage, Chart, See Patients and Prescribe
Check out the sections below for videos on clinical actions in PCC EHR.
Phone Calls and Messages
- Work With Phone Notes and Tasks (10 minutes • 04-2019)
- Bill for Phone Encounters and Portal Messages (6.5 min • 03-2020)
- Create Referrals, Labs, and Orders on Phone Notes (and Other Messages) (4 minutes • 01-2020)
- Send a Text Message Directly to a Patient or Family (3.5 minutes • 06-2020)
- Send Broadcast Messages to Patients and Families (4.5 minutes • 03-2020)
See Patients and Chart the Visit
- Chart a Visit in PCC EHR (12 min • 11-2024)
- Prepare an Encounter for Billing (6 minutes • 03-2021)
- Chart with Answer Memory, Last Answer, and Your Custom Auto-Notes (5 minutes • 2014)
- Chart with Multiple Protocols (4 minutes • 2013)
- Clinical Alerts in PCC EHR (5.5 minutes • 11-2018)
- Improve Care for Patients With Chronic Diseases and Special Needs (10 minutes • 07-2018)
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- Review a Patient Chart in PCC EHR (19 min • 04-2025)
- Patient Medical Record Privacy (10.5 minutes • 9-2017)
- Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 04-2020)
- Get Started in pocketPCC (4.5 min • 4-2025)
- Export a Whole Patient Chart (2 minutes • 2025-02)
Create and Complete Orders
- Create and Complete Orders in PCC EHR (13 minutes • 2020)
- Review, Order and Administer Immunizations (5 minutes • 08-2021)
- Generate Outbound Lab and Radiology Requisitions in PCC EHR (6 minutes • 08-2020)
- Add E-Lab Users and Import E-Lab Results (12.5 minutes • 08-2023)
- Unlink an E-lab Result from a Patient’s Record (1 minute • 06-2023)
- Use Orders to Track Clinical Data (10 minutes • 02-2018)
- Manage Immunization Lots and Track Vaccine Inventory (6.5 minutes • 08-2021)
Prescribing in PCC EHR
- PCC eRx – Set Up Staff and Clinicians (7.5 minutes • 05-2017)
- Prescribe Medications (4 minutes • 02-2024)
- Prescribing 101: PCC eRx Essentials for New Users (52 minutes • 11-2023)
- Prescribing 201: Beyond the Basics of PCC eRx (65 minutes • 01-2022)
- Optimize Drug Search in PCC eRx (6 minutes • 11-2017)
- Check Prescription Pricing and Insurance Coverage While You Prescribe (3 minutes • 10-2023)
- Resend a Prescription (2 minutes • 10-2023)
Configuration and Setup
- Clinical Instructions Overview (3 min • 06-2016)
- Configure PCC EHR Protocols and Chart Sections (6 minutes • 10-2017)
- Create a Telemedicine Visit Protocol (13 minutes • 04-2020)
- Lab Order Configuration Video (16 min • 2016)
- Create a COVID-19 Lab Order (3:00 • 05-2020)
Billing and Practice Management
Billing and Back Office Videos
Learn how to post charges, enter payments and adjustments, create custom reports, and more.
Pre-Visit
- Update a Patient’s Insurance Policies (6 minutes • 06-2018)
- Check Patient Insurance Eligibility (9.5 minutes • 12-2018)
- Account Notes and Encounter Billing Notes (4 min • 2025-01)
Post Charges
- Prepare an Encounter for Billing (6 minutes • 03-2021)
- Post Charges in PCC EHR (9.5 min • 03-2020)
- Work with a Patient’s Billing History (2.5 minutes • 08-2020)
- Post an Administrative Charge (2.5 minutes • 08-2020)
- Post Hospital Charges (3 minutes • 08-2020)
- Bill for Phone Encounters and Portal Messages (6.5 min • 03-2020)
- Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 04-2020)
Personal Payments, Receipts, and Adjustments
- Post Personal Payments and Write Off Charges (8 minutes • 08-2022)
- Print a Receipt (3 min • 08-2022)
- Generate Personal Account Bills (4.5 min • 2024-09)
- Print a Single Account Statement (1.5 min • 2025-01)
- Review Payment History and Edit Personal Payments (7 min • 08-2022)
- Refund Personal Credits (2.5 min • 2022-11)
- Post a Returned Check or Other Personal Payment Reversal (4 minutes • 2022-11)
Insurance Claims, Payments, Adjustments, and More
- Submit Claims (5 minutes • 2024-05)
- Edit Encounter Charges and Resubmit Claims (6 min • 2025-01)
- Read ERA 835s from Payors (8.5 min • 2024-02)
- Autopost ERAs in PCC EHR (6 min • 2024-09)
- Manually Post Insurance Payments and Adjustments (13.5 min • 2023-10)
- Reverse an Insurance Payment (Post a Takeback) (5.5 min • 2023-10)
- Post Less-Common Payments (6.5 min • 2024-02)
Configuration and Setup
- Edit Your Practice’s Configuration Tables (3.5 min • 2025-01)
- Configure Claim Holds and Claim Delay (4.5 min • 2024-05)
- Edit Your Practice’s Procedures, Codes, Adjustments, and Prices (6 min • 2025-01)
- Edit the Insurance Plans on Your PCC System (7 minutes • 2025-01)
Other Under-the-Hood Practice Management Tasks
- Run Practice Management SRS Reports (7 minutes • 2014)
- Requeue Large Numbers of Claims and Resubmit (8.5 min • 2024-03)
E&M Coding
E&M coding changed in 2021. PCC offered web labs and Q&A sessions to help practices make the transition.
- 2021 E&M Coding Updates
- The Impact of 2021 E&M Changes on Pediatricians
- PCC 2021 E&M Workshop
- PCC 2021 E&M FAQ&A
Oversight Reporting
PCC frequently presents a survey course of oversight reporting tools in PCC’s products. The 2022 version of the course is available here online, and you can contact PCC to learn how to attend the next session.
- Oversight Reporting in PCC Video Series (90 minutes • 01-2022)
PCC Software Releases
Our Current Release
- PCC 10.2 General Deployment Weblab (1 hour 42 minutes • 02-2025)
- PCC 10.2 Overview and Video Series (8 minutes • 02-2025)
Recent PCC Software Release Videos
- PCC 10.1 Overview and Video Series (7 min • 2024-09)
- PCC 10.1 General Deployment Weblab (1 h 10 min • 2024-10)
- PCC 10.1 Beta Video Series
- PCC 10.0 Overview and Video Series (5.5 min • 2024-05)
- PCC 9.9 Overview and Video Series (5 min • 2024-02)
- PCC 9.9 Release Web Lab (55 minutes • 2024-03)
- PCC 9.8 Overview and Video Series (7 minutes • 2023-10)
- PCC 9.7 Overview and Video Series (3.5 min • 2023-06)
- PCC 9.5 Overview and Video Series (3 min • 2022-11)
- PCC 9.4 Overview and Video Series (7 min • 08-2022)
- PCC 9.1 Overview and Video Series (2 minutes • 09-2021)
- PCC 9.0 Release Video (4 minutes • 08-2021)
- PCC 8.15 Release Video Series (03-2021)
- PCC 8.14 Release Video Series (10-2020)
- PCC 8.13 Release Video Series (07-2020)
- PCC COVID-19 Updates Video Series (06-2020)
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Live Trainings and Drop-In Sessions
Drop-In Sessions
Watch recorded live web labs and Q&A sessions moderated by PCC subject matter experts.
- Patient Engagement Training and Drop-In Sessions
- Pediatric Billing Drop-In Sessions
- PCC eRx Drop-In Sessions
Upcoming Software Releases
Find recorded live training sessions for upcoming software releases on the PCC Software Releases tab.