Purpose Statement

To explain how to set up a process that automatically moves an ePCR onto the "Reports to Review" List, enabling systematic quality assurance and quality improvement review of EMS incidents. This feature helps agencies maintain compliance standards, identify training opportunities, and ensure accurate documentation through automated workflow triggers.

Background Information

The EMS QA/QI feature provides a comprehensive system for reviewing patient care reports based on configurable criteria. This module allows agencies to establish consistent review processes, assign specific reviewers, and track quality metrics across all EMS operations. The system relies on workflow automation to identify reports requiring review, eliminating manual sorting and ensuring no critical cases are missed.

Required Permissions

The following permissions are required in the ePCR permissions bucket to access the QA/QI feature:

Core QA/QI Permissions:

• List My QA/QI EMS Incidents: Allows the user to view any QA/QI records that are unassigned or assigned to that user
• List All QA/QI EMS Incidents: Allows the user to view all QA/QI records regardless of who is assigned to them
• Assign EMS Reports to QA/QI Reviewers: Allow the user to assign QA/QI reviewers through the QA/QI module

Saved View Management Permissions:

• EMS QA/QI Saved View - Create: Create agency wide saved views
• EMS QA/QI Saved View - Delete: Delete agency wide saved views
• EMS QA/QI Saved View - Read: Use agency wide saved views
• EMS QA/QI Saved View - Update: Update/edit agency wide saved views

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Step-by-Step Guide

Setting Up QA/QI Workflows

In order for an ePCR to appear in the QA/QI list, a workflow needs to be created to change the "Request Supervisory Review" field to "Yes". This field is read only, and can only be changed by workflows.

1. Navigate to Incident Documentation → EMS Setup → Workflows 
   
   

2. Search for or add a workflow for the "Request Supervisory Review" field

3. Use a Default Value Workflow
   
   
   
   

4. Set the Default Value to "Yes"
   
   

5. Create Workflows that reflect instances in which an ePCR should be reviewed.  Be mindful of the AND/OR relationship between conditions when creating multiple criteria
   
   

Troubleshooting & FAQs

How can I set up a process to QA 100% of my agency's ePCRs?

Use a workflow attached to a field that is required for every ePCR. In addition, use a field that a provider will need to manually document for each patient.

First Due Currently Recommends using the following setup:

• NEMSIS Field Code = Request Supervisory Review
• Workflow Type = Default
• Default Value = YES
• When [Disposition & EMS Narrative | EMS Narrative | Unit Disposition]
• Condition = NOT EMPTY

What are some example QA workflows to get started sending reports to the QA List?

There are numerous options for determining which reports need QA review. Some useful fields to target include:

1. Treatments | Medication | Name - Send reports to the QA list if a provider documents the administration of a specific medication(s)
2. Treatments | Procedures | Name - Send reports to the QA list if a provider documents the performance of a specific procedure(s)
3. Protocols | Protocols | Protocol - Send reports to the QA list based on the protocol(s) documented in the incident
4. Incident Patient Disposition (NEMSIS 3.4) or Unit Disposition or Transport Disposition (NEMSIS 3.5) - Send reports to the QA list based off incident/transport/unit disposition

Why aren't my reports appearing in the QA/QI list?

Verify that your workflow conditions are properly configured and that the "Request Supervisory Review" field is being set to "Yes" when conditions are met. Check that users have appropriate permissions to view QA/QI records.

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