Purpose Statement
The Collapse and Expand Subsections feature allows EMS providers to minimize or expand individual subsections within an ePCR. This reduces excessive scrolling, improves on-screen organization, and helps users focus on the most relevant parts of the report while documenting patient care.
Background Information
ePCR forms can be lengthy and contain numerous required and optional fields. To improve usability and efficiency, subsections within ePCRs can now be collapsed or expanded as needed. This functionality applies to both standard and custom subsections and includes visual indicators to alert users when required fields exist within collapsed areas.
Common use cases include:
- Reducing screen clutter during active documentation
- Quickly navigating between relevant sections
- Ensuring required fields are not missed when sections are collapsed
No additional setup or configuration is required for this feature.
Required Permissions
- User must have permission to create or edit ePCRs
- Standard ePCR documentation permissions apply
Video
Step-by-Step Guide
1. Access an ePCR
- Open an incident and begin documenting an ePCR.
- Navigate to any section containing expandable subsections.
2. Collapse a Subsection
- Locate the subsection header within the ePCR.
- Select the up chevron icon on the right side of the subsection header.
- Confirm the subsection collapses and hides its fields.
3. Expand a Subsection
- Locate a collapsed subsection.
- Select the down chevron icon in the subsection header.
- Confirm all fields within the subsection are displayed.
4. Identify Required Fields in Collapsed Subsections
- Review the parent section header for a red number indicator, which shows the count of required fields within collapsed subsections.
- Look for a red dot next to the subsection name in the header, indicating required fields are present.
5. View Required Fields
- Expand the subsection containing required fields.
- Complete all visible required fields as needed.
6. Use Custom Subsections
- Locate any custom-created subsection within the ePCR.
- Use the same up and down chevron controls to collapse or expand custom subsections.
Best Practices
Do’s
- Collapse completed subsections to reduce visual clutter.
- Expand subsections with red indicators to address required fields promptly.
- Use subsection controls to focus on active documentation areas.
Don’ts
- Do not assume collapsed sections contain no required fields.
- Do not submit an ePCR without expanding and reviewing flagged subsections.
Tips & Recommendations
- Periodically scan for red indicators before finalizing the ePCR.
- Expand all subsections during final review to ensure completeness and accuracy.
- Use subsection collapsing to improve efficiency on smaller screens or mobile devices.
Troubleshooting & FAQs
Q: I collapsed a subsection and missed a required field. How can I find it?
A: Look for red number indicators on the parent section or red dots next to subsection headers, then expand those subsections.
A: Look for red number indicators on the parent section or red dots next to subsection headers, then expand those subsections.
Q: Do custom subsections support collapse and expand?
A: Yes. Custom subsections behave the same as standard subsections.
A: Yes. Custom subsections behave the same as standard subsections.
Q: Does collapsing a subsection remove or hide saved data?
A: No. Collapsing only hides the view; all entered data remains saved.
A: No. Collapsing only hides the view; all entered data remains saved.
Additional Considerations
- Collapsed subsections do not impact data validation or submission rules.
- Visual indicators ensure compliance by highlighting incomplete required fields.