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EMS Setup - Field Relocation

Purpose Statement

The Field Relocation feature allows administrators to customize the placement of fields within the ePCR (Electronic Patient Care Report) form. This ensures the form layout aligns with agency workflows, improving efficiency, usability, and data entry accuracy.

Background Information

EMS agencies often have unique documentation workflows. A fixed ePCR layout can create friction for field personnel and reduce efficiency. Field Relocation enables agencies to:

  • Reorder fields within subsections

  • Move fields across different sections

  • Customize layouts to match operational preferences

  • Quickly locate fields using the field search in Workflows or EMS Field Customization

This flexibility supports improved user adoption and reduces documentation time while maintaining compliance with reporting standards.

Required Permissions

To configure field relocation, users should have:

  • EMS Setup Access

  • ePCR Configuration Permissions

  • Administrative or equivalent role (e.g., Data Manager, System Administrator)

Video

 

Step-by-Step Guide

1. Navigate to ePCR Sections

  1. Click the Module Stack (left navigation menu)

  2. Select Incident Documentation

  3. Click EMS Setup

  4. Scroll to ePCR Sections

  5. Select a section (e.g., Response, Assessment)

 

 

 

2. View Fields Within a Section

  1. Click a section to expand its subsections

  2. Select the Eyeball icon to display all fields within that subsection

3. Reorder Fields Within a Subsection

  1. Click and hold a field

  2. Drag and drop it to the desired position

  3. Changes are automatically saved

4. Move a Field to a Different Section/Subsection

  1. Click the Pencil (Edit) icon next to the field

  2. In the dialog box:

    • Select the desired Section

    • Select the desired Subsection

  3. Click Save

  4. The field will appear at the bottom of the new subsection

  5. Drag and drop to reposition as needed

 

 

 

 

5. Move Fields into Custom Sections

  1. Ensure the Custom Section is activated

  2. If inactive, it will not appear as an option

  3. Once activated:

    • Edit the field

    • Select the custom section

    • Save changes

7. Locate a Field Using Search (Workflows)

  1. Navigate to EMS Setup → Workflows

  2. Use the Search bar

  3. Enter the field name (e.g., “State EMS ID”)

  4. View the breadcrumb path showing its current location

8. Locate a Field Using Field Customization Search

  1. Navigate to Field Customization

  2. Use the Search bar

  3. Enter the field name

  4. Review the breadcrumb trail to identify its section and subsection

Best Practices

  • Align field placement with real-world workflows used by crews

  • Keep frequently used fields higher in sections

  • Keep related fields together on the ePCR.  (e.g., vitals, medications)

  • Activate custom sections before attempting to use them

  • Test changes in a sample PCR before rolling out broadly

Avoid:

  • Moving critical fields to obscure locations

  • Over-customizing without standardization across the agency

  • Forgetting where fields were moved—use search tools proactively

Troubleshooting & FAQs

Q: I can’t find a field after moving it. Where did it go?
A: Use the Workflows search or Field Customization search to locate it via breadcrumb path.

Q: I don’t see a custom section as an option. Why?
A: The section is likely inactive. Activate it in ePCR Sections before assigning fields.

Q: Why did my field move to the bottom of the section?
A: Fields automatically populate at the bottom when moved to a new section. You can drag them to the desired position.

Q: Are changes saved automatically?
A: Yes—drag-and-drop changes are saved immediately.

Suggested Tags

epcr, configuration, field-relocation, ems-setup, customization, admin, data-entry, workflow