Enhancements

Support Custom Elements in QA/QI Review and Print

• What - QA/QI Review and printing has been enhanced to fully support Custom Elements. Custom Questions that are part of Custom Sections and Custom Groups are now included in the printed QA/QI and the review, along with any comments entered for those questions. This ensures printed reviews accurately reflect all configured QA/QI content and user feedback.
• Why - Organizations that use custom QA/QI forms rely on reviews for documentation, audits, and quality improvement activities. Previously, Custom Questions and their associated comments were omitted from printed output, resulting in incomplete documentation. This enhancement provides a more complete and accurate representation of QA/QI Reviews.
• How
  • Navigate to QA/QI and start a review or open a completed review.
  • Review and comment on any custom question in the review process. 
  • Select the option to Print the review.
  • Verify that:
    • Custom Questions within Custom Sections are included in the printout.
    • Custom Questions within Custom Groups are included in the printout.
    • Comments entered for Custom Questions are displayed beneath the appropriate questions.
  • Use Case - An agency has configured custom QA/QI sections to capture organization-specific review criteria. When a supervisor reviews an ePCR or prints the completed review for documentation or audit purposes, all custom questions and reviewer comments are now included, ensuring the printed record matches what was entered electronically.

Post-Completion Attachment Management for Locked ePCR Records

• What - Authorized users can now manage attachments on completed (locked) ePCR records without reopening the incident. Users with the appropriate permissions can add, view, update, or delete attachments while the incident remains locked, then finalize their attachment changes to trigger any applicable downstream processing. Structured incident data and clinical documentation remain read-only throughout the process.
• Why - This enhancement streamlines administrative workflows by eliminating the need to revert completed incidents to an editable state solely to manage supplemental documentation. It helps preserve the integrity of finalized clinical records while improving efficiency for documentation, quality review, and billing-related processes.
• How
  • Navigate to a completed (locked) ePCR incident.
  • Open the Attachments section.
  • Add, rename, reclassify, view, or delete attachments based on your assigned permissions.
  • After making attachment changes, select Finalize Attachment Updates from the page header.
  • Confirm the action when prompted to finalize the changes.
  • Note: Attachment changes do not unlock the incident or allow edits to clinical documentation or other structured fields.
  • Note: The system evaluates previously exported endpoints after finalization and follows existing endpoint export rules, including Export Once behavior.
  • Note: All attachment changes and finalization actions are recorded in the audit history.
• Use Case - After an ePCR has been completed and locked, a billing specialist receives a supplemental insurance document that must be included with the incident. Instead of reopening the report and risking unintended changes to clinical documentation, they upload the attachment, finalize the attachment updates, and the system processes any eligible downstream exports while maintaining the integrity and auditability of the completed record.