Setting up the ePCR- Field Customization

Setting up the ePCR- Field Customization

Purpose

  1. To demonstrate the use of the Field Customization tab of EMS Setup.

Information

  1. First Due recommends the use of Field Customization for the following use cases:
    1. Re-ordering the list view within a field.
    2. Adding, enabling, or disabling values within a field.
    3. Re-labeling a list item within a field.
    4. Re-labeling the field itself.
  2. For setting Default Values or making specific fields required above and beyond the schematron, First Due recommends using Workflows

Video



Directions


1. Navigate to EMS Setup - Field Customization


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.


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.


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.


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.


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.


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.


When managing Primary Provider Impressions or Primary Symptoms enabling this toggle will sync the display description 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.  




11. Click Save when completed with settings.

 


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