Welcome to the Form Configuration guide for Unified Solutions ePCR software. This comprehensive manual will walk you through the process of customizing your ePCR forms to fit your specific needs. By following these instructions, you’ll be able to modify dropdowns, hide or show fields, and set default values based on different dispositions.

Accessing the Form Configuration

To begin customizing your ePCR forms:

When you open the ePCR Form Configuration, you’ll notice that it closely resembles your standard ePCR form. However, there are two key differences:

1. Navigate to the “App Configs” section of your Unified Solutions dashboard.
2. Locate and select the “ePCR Form Configuration” option.

Understanding the Interface

• Red boxes: These indicate required fields.
• Blue boxes: These represent hidden fields.

Modifying Fields Based on Disposition

The form configuration allows you to customize field visibility and requirements based on different dispositions. Here’s how to make changes:

1. Select a disposition from the dropdown menu (e.g., “Canceled prior to arrival at scene”).
2. Observe how the form changes. Some fields may turn blue, indicating they are hidden for this disposition.
3. To modify a field’s status, click on the gear icon next to the field.
4. A list will appear showing all dispositions. The currently selected disposition will be highlighted in bold.
5. You can now make changes to the field for any disposition:
   • Use the “Hidden” column to hide or show the field.
   • Use the “Required” column to make the field required or optional.
6. After making your selections, click “Submit” to apply the changes.

Example: Changing “Type of Location” for “Canceled prior to arrival at scene”

• Click the gear icon next to “Type of Location”
• Find “Canceled prior to arrival at scene” in the list
• Uncheck the “Hidden” box and check the “Required” box
• Click “Submit”
• The “Type of Location” field will now appear red (required) instead of blue (hidden) for this disposition

Setting Default Values

You can set default values for fields based on different dispositions:

1. Select the desired disposition from the dropdown.
2. Choose the value you want to set as default for a specific field.
3. Click the “Save” button in the top corner of the screen.
4. To confirm, click the gear icon next to the field and check the “Default Value” section.

To set a default value for all dispositions:

1. Scroll down to find the “Assign” button.
2. Select the value you want to apply to all dispositions.
3. Click “Assign” to set this value as default for all dispositions.
4. You can also selectively change or remove default values for specific dispositions after using the “Assign” function.

Customizing Dropdown Lists

For dropdown fields like medications, you can customize the list of options:

1. Look for the three-bar icon next to the dropdown field.
2. Click on this icon to bring up the list of all items in the dropdown.
3. From here, you can:
   • Add a new option
   • Change the name or text of an existing option
   • Delete an option (a confirmation prompt will appear)
   • Reset the options to their default state

Important notes for medication lists:

• Export values are RX norm codes
• Adding new medications requires a valid RX norm code
• The state limits what items can be included in medication lists
• Contact support if you need assistance adding specific medications

Saving Your Changes

After making any modifications in the Form Configuration:

1. Locate the “Save” button in the top right corner of the screen.
2. Click “Save” to apply all your changes.

Important: Always remember to save your changes before leaving the Form Configuration page. Failing to do so will result in loss of your modifications.

Best Practices and Tips

1. Start with major dispositions and work your way through less common ones.
2. Regularly review and update your form configuration as your needs change.
3. Use the “Reset” function cautiously, as it will revert all changes made to a dropdown list.
4. When in doubt, contact Unified Solutions support for assistance with complex configurations.

Conclusion

The Form Configuration feature of Unified Solutions ePCR software provides you with powerful tools to customize your forms according to your specific needs. By following this guide, you can efficiently manage field visibility, requirements, and default values across different dispositions. Remember to save your changes frequently and reach out to our support team if you need any additional assistance.

Thank you for choosing Unified Solutions for your ePCR needs. We’re committed to helping you streamline your operations and improve patient care through our customizable software solutions.