The QA PCRs (Quality Assurance Patient Care Reports) section is a crucial component of the Unified Solutions ePCR software. This guide will walk you through the features and functionalities of this section, helping you effectively manage and review submitted PCRs.

Upon logging into your Unified Solutions account, navigate to the QA PCRs section. This area displays all charts, regardless of their submission status.

Default View and Filtering

1. By default, the QA PCRs section shows charts from the last 10 days.
2. You can adjust this filter to view charts from a different time range if needed.

Understanding PCR Statuses

In Progress Status

• PCRs with an “In Progress” status are identified by an exclamation point icon.
• These PCRs cannot be changed to a different status directly from the QA PCRs section.
• To change the status, the PCR must be submitted through the actual ePCR interface to ensure compliance with state and NEMSIS rules.

Other Statuses

Once a PCR has been properly submitted, you can change its status to:

• Approved
• Submitted
• Admin Unlocked

Editing PCRs

As an administrator, you have the ability to edit PCRs directly from the QA PCRs section:

1. Locate the desired PCR in the list.
2. Click on the PCR to open it.
3. Make necessary edits within the opened chart.

Customizing the View

Adding/Removing Columns

1. Look for the column chooser on the right-hand side of the screen.
2. Click on it to reveal additional information fields.
3. Add columns such as “Nature of Incident” or “Destination Name” as needed.
4. To remove a column, simply drag it back into the column chooser.

Sorting and Organizing

1. Click on column headers to sort the PCRs based on that field.
2. Drag columns to rearrange them in your preferred order.

Exporting Data

1. After customizing your view, click the “XLSX” button.
2. This action generates an Excel file that mirrors the current on-screen view.
3. The exported file includes all visible columns and adheres to any applied sorting or filtering.

Basic Reporting Capabilities

While the QA PCRs section isn’t designed as a comprehensive reporting tool, it offers some basic reporting functions:

1. Use the column chooser to select relevant fields.
2. Apply sorting as needed (e.g., sort by status, then by creator).
3. Export the data using the XLSX button.
4. The resulting Excel file will reflect your current view, including any applied sorting or grouping.

Managing Notes and Flags

General Notes

• General notes may be added by the billing team or other users.
• These appear as standard note icons in the QA PCRs list.
• Click on a note icon to view its contents.

Flags

Flags are used to highlight PCRs that require attention:

1. Adding a Flag:
   • Click on the flag icon for the relevant PCR.
   • Enter the flag details.
2. Flag Appearance:
   • New flags appear in yellow.
   • Resolved flags turn green.
   • A yellow flag on a previously resolved (green) item indicates a new issue.
3. Resolving Flags:
   • Click on the flag icon.
   • Add a resolution note if necessary.
   • Mark the flag as resolved.
4. User Visibility of Flags:
   • For PCRs with “In Progress” or “Submitted” status:
     • Both the creator and the other listed provider can see the flag on their MyPCR homepage.
     • These users can open and edit the PCR.
   • For PCRs with “Approved” status:
     • Flags appear in the flagged section on the homepage.
     • Users can only add an addendum, not edit the PCR directly.

Best Practices

1. Regularly review the QA PCRs section to ensure timely processing of all PCRs.
2. Utilize the filtering and sorting capabilities to prioritize your workflow.
3. Pay close attention to flagged PCRs, especially those in yellow.
4. Encourage your team to resolve flags promptly and provide clear resolution notes.
5. Use the basic reporting features to track trends and identify areas for improvement in your PCR processes.

The QA PCRs section of Unified Solutions ePCR software provides a powerful set of tools for managing and reviewing Patient Care Reports. By mastering these features, you can ensure efficient quality assurance processes and maintain high standards of patient care documentation.

For further assistance or questions about the QA PCRs section, please contact our support team.