New User Training for Clinicians - PCC Learn (2024)

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.

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
• The Rx Queue: Alternate Prescribing Workflows
• 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 and Tokens
• 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