User access settings on PointClickCare EHR

Last update: 2025 Dec

 

If users sign in to the VitalLink app using their PointClickCare (PCC) credentials and have the appropriate permissions to record data in the corresponding PCC modules, their data will be automatically synced as follows:

 

VitalLink data

Format

PCC Modules Names

User permission on PCC

Vital signs

Value

Wts/Vitals

At least: Read/add

Blood sugar

Value

Wts/Vitals

At least: Read/add

Weight

Value

Wts/Vitals

At least: Read/add

Progress Note

Text

Prog Note

At least: Read/add

Protocols – HIR

PDF

Misc

At least: Read/add

Protocols – BSO-DOS

PDF

Misc

At least: Read/add

 

To ensure successful data syncing with PCC, please verify the user's permission settings for the above in PCC EHR by navigating to : Admin > Setup > Security Users / Security Roles, then select the ‘Clinical’ tab, to adjust user permissions as needed.

 

Example Cases - PDFs not uploading to PCC EHR

If certain HIR/BSO-DOS PDF reports do not appear under Miscellaneous in PCC EHR, the issue is typically caused by restricted permissions for the Misc feature in the user’s Security Role. You can confirm this by checking the Health Record Monitor in the VitalLink web portal—affected records will display the error code “Restricted.”

Upload Status_Restricted_User Permission Required

Upload Status_User Permission Required Exaplanation

 

To enable users to upload PDF reports to Misc in PCC EHR, go to:

 

1. PCC EHR > Admin tab > Other > Setup > Security Roles 

Open and edit the Security Role(s) for the users who should be allowed to send PDF reports.

PCC Role Setting_1

 

2. Search for Misc (through CTRL + F in Windows, or Command + F in Mac) and adjust the Access Level to at least include Add for the role and click Save when done.

PCC Role Setting_2

 

After permissions are updated, new HIR/BSO-DOS PDF reports will sync automatically to PCC Misc as expected. For past reports that failed to sync, users can return to Health Record Monitor and use the Upload button in the bottom-right corner to manually re-upload them.