Purpose Statement

The EMS Homepage allows field providers to configure their unit, device, and crew for an entire shift, enabling automatic population of key information when creating ePCRs. This reduces repetitive data entry, improves efficiency, and streamlines documentation during active operations.

Background Information

Field providers frequently respond to multiple incidents during a shift, often using the same unit, monitor device, and crew. Without shift-based configuration, users must repeatedly enter or filter this information for each new incident.

The EMS Homepage solves this by:

• Centralizing shift-specific setup in one location
• Automatically applying configuration to new incidents
• Streamlining CAD and monitor workflows

This feature is especially valuable for high-call-volume agencies where speed and accuracy are critical.

Required Permissions

• Access to Incident Documentation
• Permission to view and use the EMS Homepage
• Permission to Create New Incidents (ePCRs)
• (Optional) CAD Integration Access (if using CAD import)
• (Optional) Device/Monitor Integration Access

Note: If the EMS Homepage is not visible, contact your system administrator to enable permissions.

Video

Step-by-Step Guide

Step 1: Access the EMS Homepage

1. Click the Module Stack
2. Navigate to Incident Documentation
3. Select EMS Homepage

Step 2: Configure Shift Information

1. Locate the Shift Configuration Panel
2. Select your Assigned Unit
3. Select the Monitor/Device assigned to the unit

Note: All changes automatically save—no manual save action is required.

Step 3: Manage Crew Members

To Add Crew:

1. Click Add
2. Select crew members from the list
3. Confirm selection

To Remove Crew:

1. Click the Trash Icon next to a crew member
2. Select Remove

Step 4: Configure Crew Details

1. Click Edit in the Actions column
2. Assign:
   • Response roles
   • Protective equipment
   • Work-related injury details
   • Exposure information
3. Click Save

These settings will carry over into each ePCR, reducing documentation time.

Two Options for creating an ePCR from EMS Homepage:

Step 5a: Start a New ePCR with Button

Option 1: Add New Incident

1. Click Add New Incident (top right)
2. System automatically populates:
   • Assigned unit
   • Crew members

   • Device information

      

Step 5b: Create an Incident from CAD (Pending CAD)

1. Navigate to Pending CAD
2. Locate your assigned call
3. Click Add Incident from the Actions column

This will automatically import:

• Dispatch times
• Assigned unit
• Crew member data

Step 6: Update Configuration Mid-Shift (Optional)

1. Modify unit, device, or crew in the Shift Configuration Panel
2. Changes will:
   • Auto-save immediately
   • Apply to future incidents
3. If changing monitor device within an incident:
   • A confirmation modal may prompt to update your shift configuration

Step 7: Continue In-Progress Reports

1. Locate incidents under In Progress
2. Click the Edit (pencil icon)
3. Resume documentation

Step 8: Review QA/QI Reports

1. Navigate to My QA
2. Select a report from the list
3. Click Edit to view QA/QI comments

Best Practices

• Set your shift configuration at the start of every shift to avoid repeated edits
• Verify crew members before creating incidents to ensure accurate reporting
• Use CAD pre-filtering to reduce manual search and selection time
• Avoid changing configuration mid-incident unless necessary
• Leverage tablet mode for faster field interaction

Troubleshooting & FAQs

Q: My unit or device is not appearing in the dropdown
A: Confirm your permissions and that the unit/device is properly configured in EMS Setup.

Q: Crew members are not auto-populating
A: Ensure they are added in the Shift Configuration Panel before creating the incident.

Q: Changes are not saving
A: The system auto-saves. Check your internet connection or offline sync status if changes do not persist.

Q: CAD incidents are not filtered correctly
A: Verify your assigned unit matches the CAD integration configuration.

Q: Can I use this feature offline?
A: Yes, shift configuration supports offline mode and will sync when connectivity is restored.