Purpose Statement
The Form Builder within the ePCR (Electronic Patient Care Report) module allows users to customize patient care report forms to meet their department's documentation needs.
Users can modify a pre-built form, add or remove sections, adjust formatting, and designate a default ePCR form. This flexibility helps departments create reports that capture relevant patient information while reducing unnecessary fields.
Background Information
The ePCR Form Builder includes a preconfigured EMS table group containing patient information, patient situation, cardiac arrest information, and other documentation sections.
Rather than building a form from scratch, users can customize the existing form by removing unnecessary fields, adding new content, and adjusting the layout.
Key capabilities include:
Designating a form as the default ePCR form.
Naming the form and adding usage notes.
Adding text, lists, quotes, raw HTML, images, and headings.
Customizing sections with titles and borders.
Converting content blocks to different types.
Rearranging or deleting sections.
Configuring report content to omit empty values.
Required Permissions
Users must have access to the ePCR module and the appropriate permissions to manage or configure ePCR forms.
Video
Step-by-Step Guide
Step 1: Access the ePCR Form Builder
Navigate to the ePCR Form Builder within First Due.
Open the form you want to customize.
Step 2: Configure the Form Settings
1. Locate the Default ePCR Form toggle at the top of the form.
2. Enable the toggle if you want to designate this form as the default ePCR form.
3. Enter a name for your form in the form name field.
4. If necessary, add notes describing when the form should be used.
Step 3: Add Content to the Form
1. Locate the section where you want to add content.
2. Click Add to display the available content types.
3. Select the appropriate content type:
Text: Add text content to the form.
List: Organize information into a list.
Quote: Add a quotation-style block.
Raw HTML: Insert HTML content.
Image: Add an image to the form.
Heading: Add a heading to organize form content.
4. Continue adding content as needed.
Step 4: Customize Existing Content Blocks
1. Locate the content block you want to modify.
2. Click Tune to open the customization options.
3. Use the available settings to:
Add a border around the content.
Add a title to the content block.
Convert the block to another supported content type.
Move the block up or down within the form.
Delete the block if it is no longer needed.
4. Repeat these actions for any additional blocks you want to customize.
Step 5: Remove Unnecessary Patient Information Fields
1. Review the fields within the pre-built Patient Information section.
2. Identify any fields that are not necessary for your department's documentation requirements.
3. Click the X associated with a field to remove it.
4. Continue removing unnecessary fields, such as an email address or driver's license information, when those details are not required for the form's intended use.
5. Review the remaining fields to ensure that all necessary patient information is included.
Step 7: Customize Additional ePCR Sections
1. Continue through the remaining sections of the form, including Patient Situation and Cardiac Arrest Information.
2. Review each section to determine whether it is relevant to the form's intended use.
3. Remove unnecessary fields or blocks using the available deletion controls.
4. Click Add to include additional content where needed.
5. Click Tune to adjust the appearance or arrangement of existing content.
6. Repeat until the form contains the information required for your reporting workflow.
Step 7: Save the Customized Form
1. Review the form to confirm that the appropriate fields and sections are included.
2. Return to the top of the Form Builder.
3. Click Save to save your changes.
Best Practices
Start with the pre-built form: Use the existing EMS table group as a foundation instead of recreating common patient care sections.
Use descriptive form names: Choose names that clearly identify the form's intended purpose.
Include usage notes: Document when the form should be used to help users distinguish between forms.
Remove unnecessary fields carefully: Keep fields that are required for clinical documentation, department policy, or applicable reporting standards.
Organize content logically: Use headings and section placement to improve readability.
Review empty-value behavior: Understand that blocks configured to omit empty values may not appear in the final report.
Verify changes before saving: Review deleted fields, modified sections, and the default form setting before saving.
Troubleshooting & FAQs
How do I make a form the default ePCR form?
Locate the default ePCR form toggle at the top of the Form Builder and enable it. Save the form to retain your changes.
Can I remove fields from the pre-built EMS form?
Yes. Locate the field you want to remove and click the X associated with it.
How do I add additional information to my form?
Click Add within the appropriate section and select the content type you want to include.
Can I change the appearance of a content block?
Yes. Click Tune to access available options, including titles, borders, content conversion, and block positioning.
Why is a section missing from the generated report?
Some blocks are configured not to appear when their selected values are empty. Hover over the Information (i) icon to review the block's display behavior.
Can I rearrange sections within the form?
The Tune menu includes controls for moving supported content blocks up or down.
Do I need to build a new ePCR form from scratch?
No. The Form Builder provides a preconfigured EMS table group that can be customized to meet your department's needs.
How do I save my changes?
Return to the top of the Form Builder and click Save.