PointClickCare Integration

PointClickCare (PCC) is a widely used clinical documentation and patient-management platform for long-term and post-acute care facilities.

The PointClickCare Integration enables automatic delivery of signed clinical documentation from the practice to the patient’s profile in PCC when such a requirement is defined by the referral facility.

What the Integration Does

This integration connects the practice with a referral agency that has an active PointClickCare account and allows the system to:

• Automatically transmit signed patient progress notes as PDF documents

• Attach these documents directly to the corresponding patient profile in PCC

• Eliminate manual uploads and reduce administrative overhead

• Ensure compliance with referral facility documentation requirements

The integration submits documents only if the patient profile already exists in PCC

Supported Use Case

The integration is designed for workflows where:

• A referral facility (e.g., SNF, LTAC, hospice, rehabilitation center) requires clinical documentation to be stored in PCC

• The practice generates and signs progress notes outside of PCC

• The referral facility acts as the Referral Source for the patient

Enabling the Integration

Integration is enabled per referral organization and is fully optional.

To activate it, the practice must complete the following steps:

1

Obtain required identifiers

Request the following from the referral agency:

• Organization UUID

• Facility ID

These identifiers are provided by the referral agency from their PCC account.

2

Open the organization profile

Navigate to: Contact List → Organizations → select the referral organization

3

Configure PointClickCare Integration

• Scroll to the bottom of the organization profile

• Locate the PointClickCare Integration section

• Click the “+” icon

4

Enter PCC identifiers

In the popup window:

• Enter the Organization UUID

• Enter the Facility ID

• Click Submit

5

Validation and activation

• The system validates the identifiers against PCC

• If the IDs are valid and the PCC organization is active, the integration is enabled immediately

Once the integration is enabled, the connected referral organization is marked with a PCC label, and in all tables that include the Referral Source column, PCC-connected organizations are visually identified, allowing users to quickly recognize which referral sources are integrated with PointClickCare.

Organization UUID and Facility ID are optional and required only for organizations that use PointClickCare. The practice does not store or manage PCC patient IDs, as patient identification is handled at the facility level within PCC. If these identifiers are removed from the organization profile, the integration is automatically disabled and no further documents will be transmitted to PCC.

Possible Integration Errors

During PointClickCare integration setup, one of the following errors may occur:

• Facility connection error: The system cannot connect to the facility because the Organization UUID or Facility ID may be incorrect, inactive, or access to the facility is no longer available. Please verify the identifiers with the facility and confirm that their PointClickCare access is active.

• Document upload disabled: File uploads are currently disabled for this facility in PointClickCare. To resolve this issue, please contact the facility and ask them to enable document upload permissions in their PCC settings.

• Missing Progress Note category: The Progress Note document category is not available in PointClickCare, which may occur if it was removed or not configured. Please contact the facility and ask them to restore or configure the Progress Note category to allow document uploads.

Data Transmission Logic

• Documents are sent only after the progress note is signed

• Documents are transmitted as PDF files

• PCC processes the uploaded file as a clinical document, not as a native PCC progress note

• Transmission occurs only when:

  • The referral organization is PCC-enabled

  • The patient exists in PCC

  • The organization is selected as the patient’s Referral Source