Setting up the ePCR- Field Customization
Purpose Statement
This article demonstrates how to use the Field Customization tab in EMS Setup to configure ePCR fields according to agency requirements. Field Customization allows agencies to modify the appearance and behavior of dropdown fields while maintaining NEMSIS compliance.
Background Information
Field Customization provides control over how ePCR fields appear and function for end users. This feature is essential for agencies that need to align their documentation interface with local protocols, terminology, and operational priorities.
Common Use Cases:
- Reordering dropdown lists to prioritize frequently used values
- Disabling field items
- Relabeling fields or values to match agency-specific terminology
- Renaming the Field Name itself
Important Distinction:
Field Customization addresses user interface modifications. For setting default values or making fields required beyond validations, use Workflows instead.
Required Permissions
Users must have administrative access to EMS Setup to view and modify Field Customization settings. Standard field users will not have access to this feature.
Video
Step-by-Step Guide
1. Navigate to EMS Setup - Field Customization.
2. Click on Add to customize a field. If a field already has customization in place, use the pencil icon in the corresponding row.
3. Use the dropdown list and search bar to find the desired report field.
4. To edit, disable, or rearrange the values in a field's dropdown list of choices, click on Values.
5. Use the Drag & Drop column to rearrange the list order with an ePCR.
6. Toggle the check mark to enable or disable list choices within the dropdown list.
7. Change the description of each dropdown list choice by typing in the Display Description box.
8. When managing Primary Provider Impressions or Primary Symptoms enabling this toggle will sync any information entered to either the Secondary Provider Impression or Other Associated Symptoms.
9. If the Sync Secondary Field is enabled when managing the secondary field you will not be able to edit any values.
10. To change the Field Label, type in the Label box.
11. To set the Field as Read Only, Toggle that switch on.
12. To convert the traditional dropdown list into a series of clickable buttons toggle this switch on.
13. Click Save when completed with settings.
Best Practices
Prioritize Frequently Used Values
Order dropdown values based on usage frequency. Position the most common selections at the top to reduce scrolling and improve documentation speed in the field.
Maintain Clear Terminology
When relabeling fields or values, use terminology consistent with agency protocols and training materials. Avoid abbreviations that may be unclear to new personnel.
Use the Right Tool for the Job
Reserve Field Customization for interface modifications.
Use Workflows to enforce business rules, set default values, or add validation requirements.
Test Before Full Deployment
After making customizations, create test ePCRs to verify that changes appear as intended and do not interfere with existing workflows or reporting requirements.
Document Your Customizations
Maintain a record of which fields have been customized and the rationale behind each change. This documentation supports troubleshooting, staff training, and system updates.
Review Disabled Values Periodically
Disabled values remain in the system indefinitely. Periodically review disabled items to determine if they can be permanently removed or should be re-enabled based on protocol changes.
Troubleshooting & FAQs
Q: Will my customizations affect existing ePCRs?
A: No. Field Customization changes only apply to new ePCRs created after you save your modifications. Previously submitted reports remain unchanged.
Q: Can I delete values from a dropdown list permanently?
A: Field Customization allows you to disable values, which removes them from the dropdown without deleting them from the system. Contact First Due support if you need to permanently remove a value.
Q: Do relabeled fields affect NEMSIS compliance?
A: No. Relabeling changes only the display text visible to users. The underlying NEMSIS data elements and codes remain intact and compliant.
Q: I reordered my dropdown values, but they're not appearing in the new order. What's wrong?
A: Ensure you clicked Save after making changes. If the issue persists, clear your browser cache and refresh the page. Contact support if the problem continues.
Q: Can field users see which fields have been customized?
A: No. Field Customization is transparent to end users. They will see the customized interface without any indication that modifications have been made.
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