Setting up the ePCR - Workflows

Setting up the ePCR - Workflows

Purpose

  1. To demonstrate how to set up an ePCR workflow
  2. To answer frequently asked questions regarding workflows
*** NOTE ***  For a quick reference on transferring Field Management Required Button to a Workflow, Click this article. 

Video


Directions

1. Navigate to Incident Documentation -> EMS Setup -> Workflows.






2. To add a new workflow, click on add.


To add a new workflow, click on add.



3. Choose an ePCR field code to assign a workflow.


Choose an ePCR field code to assign a workflow.



4. Select a workflow type to assign to the Field Code.


Info
The available workflow types are:
1) Hide workflow: Field will be hidden inside the ePCR when conditional rules are satisfied.
2) Default Value: Allows assignment of default values to fields based off conditional logic.
3) Error Validation: Custom validation workflow to require a field based off a custom conditional logic. Will flag red, provider cannot complete report without satisfying.
4) Warning Validation: Custom validation workflow to recommend a field based on conditional logic. Will flag yellow. Provider can complete report despite yellow flag.

Select a workflow type to assign to the Field Code



5. Click on Add.


Click on Add.



6. Provide a Description for reference within the workflow menu. Provide a Validation Message which will be visible to providers completing the ePCR.


Provide a Description for reference within the workflow menu. Provide a Validation Message which will be visible to providers completing the ePCR.



7. Click on Add Condition to assign a single rule to the field code. Click Add Group to assign multiple rules to the field code.


Click on Add Condition to assign a single rule to the field code. Click Add Group to assign a rule to the field code.



8. Within "Add Group" click on Add Condition for each linked condition desired.





9. Specify the relationship between conditions as and/or.






10. Define the conditional rules for the associated field code.


Define the condition rules for the associated field code.



11. Click on Save.


Click on Save.



    • Related Articles

    • Navigating the NERIS Workflows

      Purpose The purpose of this article is to provide users with clear guidance on how to navigate and view system-defined NERIS Workflows within the Fire Incident Setup section of the First Due platform. Video Background Information NERIS Workflows are ...

    • ePCR Release Notes : June 2025

      Video New Features 1. ePatient.25 Patient's Sex This critical patch implements NEMSIS 3.5.0 compliance requirements by introducing the new ePatient.25 - Patient's Sex field in response to federal regulatory changes. Due to a Presidential Executive ...

    • ePCR Release Notes: July 2025

      New Releases 1. AI-Powered Attachment Data Extraction in ePCR This feature introduces AI-powered image analysis within the ePCR attachment modal, allowing users to automatically extract structured patient data (e.g., name, DOB, insurance ID) from ...

    • Configure Gender/Sex Field Workflows for your ePCR

      Purpose Statement This approach allows us to collect both Gender and Sex field data while documenting only one field in the ePCR. We'll use workflows to populate both fields simultaneously when one is answered. Once the default configurations are ...

    • Setting up the ePCR - Validation

      Purpose To explain how to enter the data into the Validation section of your EMS Setup. Related Articles Setting up the ePCR - Demographics Setting up the ePCR - EMS Contacts Setting up the ePCR - Vendor Directory Setting up the ePCR - Devices ...