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EMS Setup- Sections

Purpose Statement

This feature allows administrators to customize ePCR sections and subsections to meet agency-specific documentation needs. By creating custom sections, agencies can organize patient care information in a way that aligns with their protocols and reporting requirements, ensuring comprehensive and standardized electronic Patient Care Report documentation.   

Background Information

The ePCR Sections functionality provides flexibility in organizing electronic Patient Care Reports beyond the standard default sections. This customization capability is essential for agencies that need to capture specific data points, follow unique protocols, or comply with regional reporting requirements. Custom sections can be reordered, renamed, and configured with subsections to create a logical workflow for field personnel completing patient care documentation.

Required Permissions

To configure ePCR sections, users must have:

  • EMS Setup permissions
  • Incident Documentation module access
  • Administrative privileges for ePCR configuration

Video

Step-by-Step Guide

 
1. Navigate to the Incident Documentation module select EMS Setup then select ePCR Sections tab.
 
Navigate to the Incident Documentation module select EMS Setup then select ePCR Sections tab.
 

 
 
2. Reorder the ePCR Sections or Subsections by grabbing and dragging to the new order.
 
Reorder the ePCR Sections or Subsections by grabbing and dragging to the new order.
 

 
 
3. Create custom ePCR Section by selecting on the + icon.

 

 
 
4. Give the new custom ePCR Section a name then select Create.
 
Give the new custom ePCR Section a name then select Create.
 

 
 
5. Custom ePCR Sections can be:
  • Edited by selecting the pencil icon
  • Inactivated by clicking the X
  • Deleted using the trash can icon.
     
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Important Note:

To delete a custom section or sub section, ALL custom elements (active/inactive) associated must be deleted or moved to another section.

 

 
 

 
6. Create custom ePCR Subsections by selecting on the + icon.
  1. Custom Subsections can be created in any ePCR Sections following the same steps.
 

 

 
 
7. When creating custom ePCR subsections there are two required fields along with an optional field to be completed.
  1. ePCR section: is populated by the section you were in when creating subsections but can be changed using the dropdown.
  2. Short name: if active in ePCR form this will be what displays as the tab within the custom section.
  3. Long Name: if active in ePCR form this will be what is displayed in the subsections.
     
When creating custom ePCR subsections there are two required fields along with an optional field to be completed.
 

 
 
8. To add the custom sections to an ePCR navigate to Custom Elements and select Add.
 
To add the custom sections to an ePCR navigate to Custom Elements and select Add.
 

 

 
9. Complete fields and select the checkbox to add the custom subsection and using the dropdown to select which custom section to apply the element to.
 
Helpful article:  EMS Setup - Custom Elements
 
Select the checkbox to add the custom subsections and using the dropdown to select which custom section to apply the element to.
 

   
10. When completing an ePCR the custom Section (1) is now displayed along with the Subsections (2).
 

 

  1.  Validation will be generated if a Section is Deactivated and has Active Fields in it. This prevents active fields from being hidden in the ePCR. 

 

 

 

Best Practices
  • Plan your section structure before creating custom sections to avoid excessive reorganization
  • Use descriptive names that clearly indicate the purpose of each section and subsection
  • Test custom sections with sample data before deploying to field personnel
  • Maintain consistency in naming conventions across all custom sections
  • Regularly review and optimize section order based on user workflow efficiency
  • Document any custom sections for training purposes and staff reference

Troubleshooting & FAQs

Q: Why can't I delete a custom section? A: All custom elements (both active and inactive) must be deleted or moved to another section before the parent section can be removed.

Q: Can I change the order of sections after creation? A: Yes, sections and subsections can be reordered at any time by dragging and dropping them into the desired position.

Q: Will custom sections appear in exported reports? A: Custom sections will appear in reports based on your export configuration settings. Verify export settings after creating custom sections.

Q: Can I add workflows to custom sections? A: Yes, workflows can be created for custom sections. Reference the article "Setting up the ePCR - Workflows" for detailed instructions.Related Articles
 

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