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Use the new user training outline below to learn how to complete clinical tasks in PCC.
For personalized training, help with configuration, or other needs, contact PCC Support.
Contents
- 1 Get Started
- 1.1 Log In to PCC EHR
- 1.2 Navigate PCC EHR
- 1.3 Chat with Colleagues
- 2 Review a Patient Chart
- 3 Chart a Patient Visit
- 3.1 Patient Intake
- 3.2 Chart an Encounter
- 3.3 Record Diagnoses
- 4 Create and Complete Medical Procedure, Screening, Lab, and Other Orders
- 4.1 Order and Administer Immunizations
- 4.2 Send Out for Labs and X-Rays
- 4.3 Find and Share Handouts with Patients
- 4.4 Complete Visit Tasks and Order Follow-Ups
- 5 Prescribe Medications
- 6 Prepare an Encounter for Billing
- 7 Sign Encounters, Orders, and Results
- 8 Communicate with Patients and Take Messages
- 8.1 Work with Phone Notes
- 8.2 Send Text Messages to Patients and Families
- 8.3 Communicate with Patients and Families through the Patient Portal
- 9 Exchange Clinical Records
- 10 Import, Work With, and Share Patient Documents and Forms
- 11 Perform Telemedicine Encounters
- 12 Work in Patient Charts from Any Web Browser or Mobile Device
Get Started
Learn how to log in, navigate in PCC EHR, and use chat.
Log In to PCC EHR
- Log In and Navigate PCC EHR (9 min • 04-2018)
- Log In to PCC EHR
- Change Passwords and Other User Account Settings
- Connect to Your PCC System from Home
Navigate PCC EHR
- Work with Today’s Patients on the PCC EHR Schedule Screen
- Find and Open a Patient Chart
Chat with Colleagues
- Send Chat Messages to Colleagues (2.5 minutes • 06-2020)
- Send Chat Messages to Colleagues
Review a Patient Chart
- Review a Patient Chart in PCC EHR (20 min • 12-2018)
- Navigate a Patient’s Chart
- Clinical Alerts
- The Medical Summary
- The Visit History Screen
- Growth Charts
- Flowsheets
- Allergies
- Immunization Forecasting
- Review and Edit Sibling Charts
- Search the Patient Visit History or within a Charted Encounter
Chart a Patient Visit
Patient Intake
Room the patient, review and update patient information, and begin collecting clinical data.
- Patient Intake (5.5 minutes • 10-2016)
- Review and Update Patient and Family Demographics (14 minutes • 10-2018)
- Review and Update Patient and Family Demographics
- Review and Update a Patient’s Immunization Record
During patient intake, you can also:
- Record the Patient’s Chief Complaint
- Record Multiple Measurements of Patient Vitals
- Update the Patient’s Preferred Pharmacy Information
- Review and Update the Patient’s Medication History
- Check if the Patient Needs a Prescription Refill
Chart an Encounter
- Chart a Visit in PCC EHR (9 minutes • 2018)
- Chart with Multiple Protocols (4 minutes • 2013)
- Chart with Answer Memory, Last Answer, and Your Custom Auto-Notes (5 minutes • 2014)
- Expand Short Text into Common Phrases in PCC EHR (3 minutes • 06-2020)
- Chart a Visit in PCC EHR
- Chart Note Protocols
- Chart with Answer Memory, Last Answer, and Your Custom Auto-Notes
- Expand Short Text into Common Phrases in PCC EHR
- Spell Check in PCC EHR
Record Diagnoses
- Find and Refine Diagnoses as You Chart
- Hide Sensitive Diagnoses from the Patient Portal and Patient Reports
Create and Complete Medical Procedure, Screening, Lab, and Other Orders
Learn how to order discrete tests, procedures, labs, handouts, and more, create tasks from those orders and assign them to your coworkers, and mark orders as complete when all the tasks are done.
- Create and Complete Orders in PCC EHR (13 minutes • 2020)
- Create Referrals, Labs, and Orders on Phone Notes (and Other Messages) (4 minutes • 01-2020)
- Orders Overview (Labs, Procedures, Supplies, Immunizations, and More)
- Order a Lab, Procedure, Supply, or Other Order
- Fulfill Orders and Complete Tasks
- Find Incomplete Orders by Date Range and Order Type
- Use Orders to Track Clinical Measures for Reporting, Mandates, and Incentive Programs
Order and Administer Immunizations
- Review, Order and Administer Immunizations (5 minutes • 08-2021)
- Manage Immunization Lots and Track Vaccine Inventory (6.5 minutes • 08-2021)
- Review, Order, and Administer Immunizations
- Manage Immunization Lots and Track Vaccine Inventory
- Use a Barcode Scanner to Manage Immunization Lot Inventory
Send Out for Labs and X-Rays
- 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)
- Generate Outbound Lab and Radiology Requisitions
- Manage Incoming E-lab Test Results
- Find and Share Patient Education and Handouts
Complete Visit Tasks and Order Follow-Ups
- Work on Messaging Tasks, Document Tasks, Call Backs, and More
Prescribe Medications
Record patient medications and allergies, prepare or renew prescriptions, automatically check for patient safety before printing or electronically sending prescriptions to the pharmacy, and customize PCC eRx to your preferences.
- Prescribing 101: PCC eRx Essentials for New Users (52 minutes • 11-2023)
- Prescribe Medications (4 minutes • 02-2024)
- PCC eRx – EPCS Enrollment (10 minutes • 04-2017)
- PCC eRx Beyond the Basics (65 minutes • 01-2022)
- Check Prescription Pricing and Insurance Coverage While You Prescribe (3 minutes • 10-2023)
- Resend a Prescription (2 minutes • 10-2023)
- Prescribe Medications
- Manage Prescription Activity on the Rx Queue
- Allergies
- Review and Update Medication History
- PCC eRx Prescription Favorites
- Create Custom Medications and Sentences in PCC eRx
- Register for EPCS
- Prescribe Controlled Substances
- Manage Your EPCS Account, Tokens, and Password
- Work with Pharmacies
- Check Prescription Pricing and Insurance Coverage While You Prescribe
- Resend a Prescription
Prepare an Encounter for Billing
When a visit, phone call, or other billable encounter is finished, prepare it for billing.
- Prepare an Encounter for Billing (6 minutes • 03-2021)
- Prepare an Encounter For Billing
Sign Encounters, Orders, and Results
Ensure that providers review and sign chart notes and results.
- Review and Sign Visits, Orders, and Other Items in PCC EHR
- Sign Visit Chart Notes
- Sign Phone Notes
- Sign Orders
- Signing Documents
- Co-Sign Visit Chart Notes
Communicate with Patients and Take Messages
Learn how to take notes during patient phone calls, send text messages to patients and families, and communicate with patients and families through the patient portal.
Work with Phone Notes
- Work With Phone Notes and Tasks (10 minutes • 04-2019)
- Create Referrals, Labs, and Orders on Phone Notes (and Other Messages) (4 minutes • 01-2020)
- Create a Phone Note
Send Text Messages to Patients and Families
- Send a Text Message Directly to a Patient or Family (3.5 minutes • 06-2020)
- Send a Text Message Directly to a Patient or Family
Communicate with Patients and Families through the Patient Portal
- Reach Patients and Families with the Patient Portal (15 minutes • 07-2019)
- Receive and Respond to Patient Portal Messages from My Kid’s Chart
- Administer Patient Portal User Accounts
Exchange Clinical Records
Electronically exchange patient records with other healthcare providers.
- Get Started with Direct Secure Messaging (9.5 minutes • 07-2022)
- Send, Receive, and Reconcile Direct Secure Messages (10.5 minutes • 07-2022)
- Clinical Document Exchange: Initiator Role (15.5 minutes • 07-2022)
- Clinical Document Exchange: The Responder Role (8 minutes • 07-2022)
- How to Respond to Record Requests with PCC EHR
- Send and Receive Direct Secure Messages
- Securely Retrieve Clinical Documents from Hospitals and Other Providers
Learn how to get documents into PCC EHR, attach them to patient charts, and generate forms for patients and families.
- Import and Work With Documents (10 minutes • 07-2019)
- Scan, Fax, or Print a Document into PCC EHR
- Import and Attach a Document to a Patient’s Chart
- Work with Documents in a Patient’s Chart
- Make Documents Available to Patients and Families in My Kid’s Chart
- Generate Forms in PCC EHR
- Print Visit Forms
Perform Telemedicine Encounters
Schedule, check-in, and manage the flow of telemedicine visits like a pro in PCC EHR.
- Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 04-2020)
- Schedule, Chart, and Bill a Telemedicine Visit
- Best Practices for Pediatrics in the COVID-19 Era
Work in Patient Charts from Any Web Browser or Mobile Device
Upload photos, record vitals, and make other updates to patient charts from any web browser or mobile device.
- Get Started in pocketPCC (4 min • 8-2021)
- Signing in pocketPCC (2 minutes • 08-2020)
- Get Started in pocketPCC
- Navigate in pocketPCC
- Find a Patient in pocketPCC
- Review a Patient’s Chart in pocketPCC
- Enter Vitals in pocketPCC
- Use pocketPCC to Add Photos or Upload Files to Patient Charts
- Sign Notes, Visits, and Documents in pocketPCC
- Create and Edit Phone Notes in pocketPCC
- Receive and Send Patient Portal Messages in pocketPCC
- Add pocketPCC to Your Home Screen
Related Articles
- Here are some related articles in Clinical Tasks > Get Started in PCC EHR > Other Pediatric Practice Resources > Training Outlines:
Chart a Visit in PCC EHR
This demo walks you through the charting experience in PCC EHR, focusing on many of our pediatric-specific features and workflows.
PCC EHR Help
You can access PCC EHR's online Help system directly, while logged in.
Log In to PCC EHR
Follow this procedure to log in to the PCC EHR.
Find and Open a Patient Chart
The sections below describe the many tools for finding and opening a chart, once you have logged in to PCC EHR.
Log In and Navigate PCC EHR
How to login, review your schedule, and navigate PCC EHR.
Review a Patient Chart in PCC EHR
Open a chart in PCC EHR and take a tour! This video provides an overview of the Medical Summary, Demographics and History sections of the chart in PCC EHR, while introducing how components and navigation work.
Patient Intake
Begin working with a visit by reviewing pertinent patient history and taking vitals.
Use Visit Status Counters to Know Where You’re Needed
Watch this video to learn seven great tips and tricks for improving your practice's visit workflow with PCC EHR's visit status counters.
Find Patients and Accounts
Learn special techniques for searching for patient and account records.
15 Tips to Optimize Your PCC EHR Experience
A collection of easy yet powerful tips to help you streamline your workflow with PCC EHR.
Generate Forms in PCC EHR
Your practice can generate visit forms, excuse letters, lab requisitions, and other form letters in PCC EHR. Whether you print forms on paper, or create electronic copies in the patient's chart and send them via the patient portal, PCC EHR can create the form you need.
Use PCC Tools to Improve Care for Chronic Disease, Permanent Abnormalities, and Other Special Needs
PCC EHR includes several different tools and features that can help you manage the care you provide for your patients with chronic disease, disabilities, or other special needs.
Improve Care for Patients With Chronic Diseases and Special Needs
Use PCC EHR's features to create workflows that assist your practice in providing the best care to your patients with chronic conditions and special needs.
New User Training for Billers
Use this new user training outline to learn how to complete billing tasks in PCC.
New User Training for Front Desk Staff
Use this new user training outline to learn how to complete front desk tasks in PCC.
Send Chat Messages to Colleagues
PCC EHR includes a chat/instant messaging tool that lets you chat and send messages to other PCC EHR users.