EMS Pro User’s Guide Software version 3.42 Manual 3.42 Pinpoint Technologies, Inc. a subsidiary of ZOLL Medical Corporation © 2002, 2003, 2004 by ZOLL Data Systems. All rights reserved. EMS Pro, Nomad, PocketPCR, and RescueNet are trademarks of Pinpoint Technologies, Inc. RightCAD and Sanitas are registered trademarks of Pinpoint Technologies, Inc. LIFENET and LIFEPAK are registered trademarks of Medtronic Physio-Control. QUIK-STEP, CODE-STAT, and Data Transfer are trademarks of Medtronic Physio-Control. Zoll is a trademark of Zoll Medical Company Other product and company names may be the trademarks of their respective owners. Dedicated to the men and women who use our software. In times of peril, you help keep us safe. And in between, you keep us laughing with your good humor and tales of your April Fool's Day pranks. Thanks! Contents Chapter 1: Introduction ...........................................1 RescueNet ....................................................................................... 1 About this book............................................................................... 2 Chapter 2: The basics ...............................................5 What’s so great about EMS Pro? .................................................... 5 Adding calls ..................................................................................... 6 What are you waiting for? ............................................................. 6 Choose your weapon ...................................................................... 7 Kick the tires and look under the hood ...................................... 11 Add the call information .............................................................. 21 Other basic stuff you can do in calls............................................ 58 Other basic stuff you can do to calls ........................................... 75 Dealing with your shift information ........................................... 80 Congratulations, you’re 85% finished!........................................ 86 Chapter 3: Hey, where did my calls go? ............. 87 The mysteries of call routing revealed........................................ 87 Clearing calls ................................................................................. 94 Action required (the knucklehead option)................................. 96 Copying and moving calls.......................................................... 100 Chapter 4: SyncNet .............................................. 101 From here to there (and back again)! ....................................... 101 Chapter 5: Other stuff ......................................... 113 Be an EMS Pro power user! ........................................................ 113 Call statuses................................................................................. 114 Editing a crew.............................................................................. 115 Finding out who’s logged on (DEWS only) ............................... 117 EMS Pro Bulletin Board (Help › Information)............................ 118 EMS Pro options (File › Options) ................................................ 119 Exit and reset (File › Exit and Reset) .......................................... 120 Faxing reports ............................................................................. 121 Import data from Nomad or from other CADs (including RightCAD) ................................................................................ 123 Incident transfer (File › Export).................................................. 126 Multiple Inboxes ......................................................................... 128 EMS Pro 3.41 User’s Guide Contents 1 Searching for calls....................................................................... 129 Viewing call history (View › History)......................................... 131 ZDC case data .............................................................................. 132 Viewing cases in ZDC Case Viewer ............................................ 142 Physio-Control case data............................................................ 158 Appendix A: Getting help................................... 161 About your support contract ..................................................... 161 How to best get what you need from Support ......................... 162 Beyond support: Technical services.......................................... 164 Appendix B: Using a PDF book.......................... 165 Getting the latest revision of this book .................................... 165 Searching a PDF book................................................................. 166 Appendix C: Using Windows-based programs 167 A brief introduction to common features ................................ 167 What is all that stuff on my screen? .......................................... 168 How do I use a program?............................................................ 170 What is that widget in the window?......................................... 171 Appendix D: What’s new?................................... 173 Version 3.42 ................................................................................. 173 Version 3.41 ................................................................................. 174 Version 3.40 ................................................................................. 174 Version 3.34 ................................................................................. 175 Version 3.33 ................................................................................. 176 Index....................................................................... 177 2 EMS Pro 3.41 User’s Guide Contents Chapter 1: Introduction Introduction Welcome to Pinpoint Technologies’ EMS Pro field data collection system, specifically designed for the EMS industry. This powerful system, which gives you the tools you need to streamline required data collection and reporting, can be run on pen-based mobile computers in the field, and on desktop computers at your office. Depending on the way your operation works, EMS Pro and the reports it is able to generate can take the place of or supplement paper forms, such as the run sheets, billing information forms, and refusals. If you need to submit reports to regulatory agencies, EMS Pro can simplify that tedious task to a push of a button. RescueNet EMS Pro is a component of the RescueNet suite of EMS software products brought to you by Pinpoint Technologies and ZOLL Medical Corporation. In addition to EMS Pro, the RescueNet suite includes several software products designed specifically for the EMS industry: • RightCAD® advanced computer-aided dispatch • Sanitas® integrated billing • Nomad™ mobile data system • NetTransit.com™ Web-based trip ordering • RightCAD.com™ online transport tracking • ZOLL Data Control defibrillation event analysis and reporting • PocketPCR field data collection EMS Pro 3.42 User’s Guide Chapter 1: Introduction › RescueNet 1 About this book You can use this User’s Guide to: • Rapidly gain an overview of this powerful system. • Get in-depth information about the tools you’ll be using every day. • Learn shortcuts and speed hints that can help improve your speed and efficiency. • Get in-depth information about all aspects of the program. • Understand the integration with other products in the RescueNet suite. • Explore advanced topics. Find your way around The quickest way to get up and running is to read the chapter, The basics (page 5). The rest of this book discusses some additional options and features that you might want or need to know about, as well as presenting some of the topics in more detail: Hey, where did my calls go? The mysteries of call routing revealed (page 87). SyncNet: From here to there (and back again)! (page 101). Other stuff (page 113). Be an EMS Pro power user! Getting help (page 161). Need help? This appendix explains how to get it. Using a PDF book (page 165). Become a power user of this book. Using Windows-based programs (page 167). You can find hints about using Windows throughout this book, and in this appendix. What’s new? (page 173). Quickly discover all of the great new or enhanced features. Getting there fast (finding help using the PDF version of this book) If you are using the PDF version of this book, you can jump directly to cross-referenced topics by clicking the cross-reference itself. For more information, see Appendix B: Using a PDF book on page 165. 2 EMS Pro 3.42 User’s Guide Chapter 1: Introduction › About this book Typographical conventions • All procedures are numbered, even a one-step procedure. • Interface elements, command names, and menu names are shown in bold. • When you should press a combination of keys at the same time, they are shown joined with a PLUS “+” symbol, for example, “Alt+n.” • If you should type something, it is displayed in a monospaced font. Notes Note: Provides additional information related to the topic you are reading about. Important! Draws attention to items that are important to the successful use of the system. Pay close attention to these notes. Hint › Offers insight into better ways you can use the system. Read these hints to learn how to make your work easier and more effective. Speed hint ››› Hang on to your chair! Here are ways you can make your system fly. Online Help You can open the PDF version of this book by opening the Help menu, pointing to Documentation, and then clicking the manual you want to open. You can also access a manual via the Start menu: Programs › RescueNet › EMS Pro › Online Manuals › Manual name. EMS Pro 3.42 User’s Guide Chapter 1: Introduction › About this book 3 Additions and corrections For a listing of additions and corrections to this manual, you can visit the Documentation Updates webpage on the Pinpoint Technologies website: http://www.ZOLLData.com/pinpoint/support/docs/errata.htm If you find an error in the manual or would like to suggest a change, please send an email, including the name of the manual, the version and revision number (which you can find on the title page), the page number, and a description of the error or change to: [email protected]. 4 EMS Pro 3.42 User’s Guide Chapter 1: Introduction › About this book Chapter 2: The basics The basics There’s a basic rule of thumb with software, the 85/15 rule. As it applies to learning new software, the rule translates to: Learning the first 85% of the program will take about 15% of your training time. Conversely, learning the remaining 15% of the program will take about 85% of your total training time. • The basic features: 85% of the features = 15% of your training time • Advanced features: 15% of the features = 85% of your training time Using a highly visual approach, this chapter focuses on the basic features. Run through this chapter, and you’ll be able to do most of what you need to do to use EMS Pro. Then, as you need to use the more advanced features—the remaining 15% of the program—you can learn about them via the remaining chapters in the book. What’s so great about EMS Pro? In today’s world, trying to keep track of all the necessary patient data without an electronic field data collection program is a bit like trying to respond to a critical accident on the interstate during peak rush hour with a horse-drawn ambulance buggy. What you really want to use today to respond to that interstate accident is a wellequipped rotor-wing air ambulance. And what you really need to use today to record your data is EMS Pro. It works for you! EMS Pro enables you to easily and comprehensively document incidents in an electronic format, which: • Eliminates the hassles of manual paperwork. • Cuts the amount of time you need to spend collecting data. • Automates reporting. • Reduces the chance that you’ll miss getting essential information. • Ensures that you have the maximum legal protection in case of litigation. EMS Pro 3.42 User’s Guide Chapter 2: The basics › What’s so great about EMS Pro? 5 Adding calls Once you have run through this chapter, you’ll know pretty much everything you need to know to add a regular call to EMS Pro, and deal with your shift information. What are you waiting for? (page 6) Choose your weapon (page 7): The mighty pen versus the timid mouse! Kick the tires and look under the hood (page 11) Add the call information (page 21): Presenting the forms Other basic stuff you can do in calls (page 58) Other basic stuff you can do to calls (page 75) Dealing with your shift information (page 80) What are you waiting for? EMS Pro is designed to work on mobile computers or standard PC workstations running Microsoft® Windows®. Start it! 1. To start EMS Pro, click the EMS Pro desktop icon. – or – On the Start menu, point at the Programs folder, the RescueNet folder, the EMS Pro folder, and then click EMS Pro. 6 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Adding calls Log in Here’s the first place you might encounter organization-specific customization. Typically, passwords are required, but your organization might not require one. 1. If you have a multi-agency operation, select your agency. 2. Select your name. 3. Type your password. If you are using a penbased mobile computer, click in the box to open a pen dialog box (see Brandishing your pen on page 7). 4. To log in, click Login! Hint › If you don’t see the Login dialog box, see Exit and reset (File › Exit and Reset) on page 120. Choose your weapon The mighty pen versus the timid mouse! Mousing around When you run EMS Pro on a regular workstation, it plays perfectly well with a mouse and keyboard. But that’s not where the excitement is. Brandishing your pen When you run EMS Pro on a pen-based mobile computer, it is fully enabled for penbased data entry. It even does handwriting recognition. When you see this symbol, you can tap it with your pen or click it with your mouse to open the right-click shortcut menu. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Choose your weapon 7 The virtual keyboard For text entry, there are even special dialog boxes available in which you can handwrite letters. These automatically open when you click in a field that requires text. Virtual keyboard for standard text entry The system automatically translates your handwritten letters into electronic letters. Of course, this only works if you can read your own writing! If you can’t, you can click the letters on the virtual keyboard to type the text. This is the virtual keyboard dialog box that is displayed for standard text boxes. You can handwrite the characters, or you can click them on the virtual keyboard The virtual keyboard works pretty much the same as an ordinary keyboard, except that you “push” the keys with your pen rather than with your fingers. Since you have only one pen, the keyboard uses a “sticky key” approach. For example, if you want to type a capital “C,” first press the Shift key. It “sticks”; in other words, it stays pressed until you press the next key. You can use the Move buttons to move from one character to the next. Of course, you can also just click in a character box, which is probably a lot easier. (But the buttons look really cool, right?) 8 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Choose your weapon Whoops! If the virtual keyboard reads one of your handwritten letters incorrectly (for example, you write an “N,” but the silly thing interprets it as a “V”), you can click on the letter to view a list of alternative suggestions. You can click any of the suggestions to select it. The Caps Lock key locks the letters in uppercase mode, so even if you type a lowercase letter, the keyboard will translate it into its uppercase version. Minimized virtual keyboard dialog box You can minimize the virtual keyboard dialog box by clicking the Keyboard button. Click! You can also move from the current virtual keyboard-enabled field to the previous or next virtual keyboard-enabled field by clicking the Prev or Next buttons. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Choose your weapon 9 Virtual keyboard for drop-down combo box fields Some fields have a drop-down list from which you can select items, and also allow you to type items in the box. For this type of field, there is a special virtual keyboard that includes the drop-down list. You can click an item in the list to select it, or handwrite or type an entry. Click! Virtual keyboard for a numeric-only field In this example, the start time is 14:35. Hint › The system automatically inserts the colon in times and the slashes in dates. 10 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Choose your weapon Kick the tires and look under the hood The main window (page 11) Start a call and Define a shift (page 13) The Call Entry window (page 18) The Call Entry toolbar (page 19) Return to the main window and Open an existing call (page 20) There are two main windows in EMS Pro: the main window and the Call Entry window. Hint › This chapter focuses on the work medics do adding new calls, but other users can also learn about the program here. Different options that affect other users are discussed in more detail in following chapters. The main window The main window—the first window you see—has the tools you need to organize work on calls, including commands to: • Create new calls or open existing calls • Print run reports • Clear calls • Add comments and addenda to calls • Attach files to calls • Refresh the Inbox • Add or edit shift information (includes access to shift reports) EMS Pro 3.42 User’s Guide Chapter 2: The basics › Kick the tires and look under the hood 11 The main window contains the Inbox, which displays a summary of any calls that have been added during your shift. These symbols indicate a call’s current Close Call status (see View the closed call in the Inbox on page 74) These symbols indicate whether comments and/or addenda have been added to a call (see Add an addendum to the call on page 75 and Add a comment to the call on page 76) For now, don’t sweat the details. We’ll get around to them a little bit later. Start a call The easiest way to get going is to click the New Call button. Click! 12 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Kick the tires and look under the hood Define a shift Click! When you first begin a new shift, you must define the shift. If you click the New Call button before you have defined the shift, the Crew Configuration dialog box opens. Click New Crew to define the shift. You can also define your shift before you add a new call Just click the Shift Info button to open the Crew Configuration dialog box, and then click the New Crew button. Click! Shift Information form Again, what you’ll see on your forms and in your dialog boxes depends on how EMS Pro has been customized for your operation. But the Shift Information form will look something like the following illustration. The information in the Shift Information dialog box defines your shift. Simply select or add the appropriate data. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Kick the tires and look under the hood 13 Date box field (page 14) Time box field (page 15) Drop-down box field (page 15) Underlined label (quick-pick option) When you click an underlined label (a “quick-pick” option), the default action for the associated element happens. For example, if you click Shift Start Time, the current time is added in the time box. Signature field (page 15) You can also copy the information from another shift that has already been defined (see You can also copy the shift information from another shift on page 17). Date box field Click Shift Start Date to add today’s date. Or, type the date in the box. The slashes are automatically inserted. Or, click the drop-down button to open the Date Selector box. Click the month, date, and year to select them (the selected items are highlighted), and then click the check mark button to add the selected date to the Date box. Pen users: Simply click in the Date box to open the Date Selector box. 14 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Kick the tires and look under the hood Time box field Click Shift Start Time to add the current time. Or, type the time in the box. The colons are automatically inserted. Or, click the drop-down button to open the Time Selector box. Click the hour, minute, and second to select them (the selected items are highlighted), and then click the check mark button to add the selected date to the Time box. Pen users › Simply click in the Time You can also click on the any part of the date in the top box or any part of the time in the bottom box, and then click the Up or Down arrows next to the date or time to change the selected part. box to open the Time Selector box. Drop-down box field Click the drop-down button to open a list from which you can select one item. Signature field You can add an electronic signature for every crew member. Note: Depending on your operation’s setup, you might be required to add signatures for all crew members. In that case, you won’t be able to save the shift information until you have added the necessary signatures. 1. Select the crew member in the drop-down box. 2. Click the Signature button to open the Signature dialog box. The signature is attached to the selected crew member. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Kick the tires and look under the hood 15 Pretend you’re a famous movie star and sign your autograph! 3. Sign your name just as you would on a piece of paper. (If your signature ends up looking really stupid, you can always click the Clear button, and then try it again.) 4. Once your signature looks good enough, click the OK button to save it in the shift. 5. Once a signature has been saved for a crew member, the icon on the Signature button changes. Select User dialog box and the Search Keyboard Clicking a crew member quick-pick (such as, Medic #1) or the Select User (3-dot) button opens the Select User box. The Select User dialog box makes it easy to find a user, either in the agency currently selected for the shift, or in a multiple-agency operation, in another agency. Search Keyboard Search box 16 You can search for a name by typing the first letter or couple of letters in the Search box, or by clicking the letters on the Search Keyboard. The list jumps to the first name beginning with those letters. When you use the Search Keyboard, the letters you click are displayed in the Search box, and remain selected (bold) on the Search Keyboard until you clear them by clicking clr. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Kick the tires and look under the hood Save the shift information When you have added all the necessary shift information, click the Save button. You can also copy the shift information from another shift This really only works if your computer is directly connected to your network. This type of EMS Pro workstation is called a DEWS (Direct Entry Workstation). Mobile computers in the field use a remote database and typically upload their data to the master database after each shift. In that case, the shift information is no longer available in EMS Pro on the mobile computer. (For more information, see The difference between a mobile computer and a DEWS on page 89.) If you are connected to the network, in the Shift Information dialog box, click the Copy button to open the Select Crew dialog box. By default, the Select Crew dialog box opens displaying crews from the last two days, but you can also search a different range of dates. When you find the crew whose shift information you want to copy, select it in the list, and then click Select. Open the new call Click the OK button to open a new call for a new patient (by default, “A. Unknown”). You can also open a new call for an existing frequent flyer patient (or other patients already on the same shift) by clicking New From. (See Import a frequent flyer on page 60.) Or, you can click Test Call. You can experiment with EMS Pro using test calls, which work just like real calls, except that your administrator can easily delete them later. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Kick the tires and look under the hood 17 The Call Entry window When you create a new call or open an existing call, you add and view the call information in the Call Entry window. On the left side, a summary of the call information is displayed. There are several tabs, each of which displays a different type of summary. The gray-highlighted data show you which summary items are currently displayed on the form that is currently open on the right side. The yellow-highlighted data simply shows you which item you last clicked on the left side. On the right side, the various forms that you can use to add information to the call are displayed, such as the Initial Response, Patient Information, History, Assessment, Intervention, Vital Signs, and Outcomes forms. For some forms, there might be more than one tab available, in which case you can click the tabs to display other parts of the form. Important! Keep in mind that EMS Pro has probably been customized for your operation, so things might look a bit different from the examples in this book. Depending on your operation’s setup, you might have more or fewer forms available, and buttons, fields, and tabs might be named and arranged differently, or might even be disabled and not displayed. 18 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Kick the tires and look under the hood The Call Entry toolbar If you like to click, this is where it’s at. The top portion of the Call Entry toolbar contains call-level commands. The bottom portion contains the Go To (Form) toolbar. Return to the main window (page 20) Check your spelling (page 64) Add an attachment to a patient’s record (page 78) Draw a doodle on the ScratchPad (page 63) When a Go To form Capture data with the Quick Log (page 62) button has a check Close calls (page 69) (1) mark, that means it Print Patient Care reports (page 79) has been visited. When it looks like it Import a frequent flyer (page 60) Delete patient from call (page 60) is pushed in, that means it is the form Add a patient to call (page 59) that is selected. Switch patients (page 59) Score forms (page 57) APGAR, Pediatric 1 & 2, and Adult 1 & 2 Narrative form (page 54) Exposures form (page 54) Signatures form (page 53) Charges and Supplies form (page 52) Time/Mileage Summary form (page 51) Outcome form (page 49) (2) Trauma form: see History / Trauma form (page 33) Diagnosis form (page 48) Vital Signs form (page 46), including Skin/Neuro form BLS/PTA Intervention form (page 45) Intervention form (page 43) Assessment form (page 38) History / Trauma form (page 37) Billing form (page 35), including Insurance form Patient Information form (page 32), including Addresses/Effects and NOK forms Initial Response form (page 26), including Time, Mileage, Codes form Shift Information form (page 13) (1)Important! After you close a patient’s call, you can’t add more information to the call. To return to the main window without closing, use the Return to Main Window button. For more information, see Close calls on page 69. (2) The Outcome form includes the Scene, Hospital, Transport, and Return Trip forms. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Kick the tires and look under the hood 19 Return to the main window Okay, before you add any more data to the call (you’ve already added the shift information, which is automatically added to each call on the shift), you’re going to first return to the main window, and then re-open the call. Why? Because it is really important that you understand the difference between returning to the main window—where all your calls are listed in the Inbox—and closing a patient’s call: Return to the main window. If you simply want to return to the main window, use the Return to Main Window command. Close a patient’s call. When you close a patient’s call, the call is locked, and you can’t add any more information to it. Basically, closing a patient’s call means you are saying, “I am finished working on this call.” (See Close calls on page 69.) Closing a call also returns you to the main window, and you can even open the call again to view the call information, but you can’t add or change any of the information in the call once you have closed it (except to add an addendum: see Add an addendum to the call on page 75). Click! So go ahead and return to the main window by clicking the Return to Main Window button. Open an existing call To open an existing call, select it in the Inbox, and then click Open Call. (This is really complicated stuff, isn’t it?) Click! Or, double-click! 20 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Kick the tires and look under the hood Add the call information Links to the forms in alphabetical order (page 21) Links to field elements used (page 23) You add the actual call information on a bunch of different forms. Please don’t throw rotten tomatoes at us, but we’re going to say it one more time: what you actually see on your screen depends on how your organization has customized EMS Pro. You might see more or fewer forms and command buttons. Things might have different labels or they might appear in a different order. For example, your organization might use the term “Impression” instead of “Diagnosis,” so you might have a Impression form, while this chapter discusses a Diagnosis form. You might have to wing it a bit! As each form is presented in turn, only those fields that haven’t already been discussed are introduced. So it’s worth it to run through this in order the first time. Presenting the forms The forms are presented in the following pages in the same order they are in on the Go To (Form) toolbar when the system is first installed. That’s because that order represents a typical way you might proceed when adding a call. Links to the forms in alphabetical order If you want to read about a specific form or tab, here’s a list of alphabetical links you can use to jump straight to it: Addresses/Effects tab – Patient Information form (page 34) Adult Trauma Score forms - Type 1 & 2 (page 57) APGAR Score form (page 57) Assessment form (page 38) Billing form (page 35) BLS/PTA Intervention form (page 45) Charges and Supplies form (page 52) Diagnosis form (page 48) Exposures form (page 54) EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 21 General Comments tab – Narrative form (page 55) History / Trauma form (page 37) Hospital tab – Outcome form (page 49) Initial Response form (page 26) Intervention form (page 43) Insurance tab – Billing form (page 36) Mileage Summary tab – Time/Mileage Summary form (page 51) Narrative form (page 54) Next of Kin tab – Patient Information form (page 34) Outcome form (page 49) Patient Information form (page 32) Pediatric Trauma Score forms - Type 1 & 2 (page 57) Return Trip tab – Outcome form (page 49) Scene tab – Outcome form (page 49) Shift Information form (page 13) Signatures form (page 53) Time, Mileage, Codes tab – Initial Response form (page 32) Time Summary tab – Time/Mileage Summary form (page 51) Transport tab – Outcome form (page 49) Trauma form: see History / Trauma form (page 37) Vital Signs form (page 46) 22 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information Links to field elements used Additional details field (page 26) Charges and supplies list (page 52) Address box field (page 29) Check box field (page 33) All button (page 40) Date box field (page 14) Fi e l d e l e m e nt s – q u i c k l i n k s To a great extent, the forms use common shared field elements such as drop-down boxes. Each of these elements is only discussed once in this book: Assessment body image field (page 40) Drop-down box field (page 15) Drop-down combo box field (page 27) Fax report to hospital (page 50) Assessment hierarchy navigation field (page 42) Hierarchy field (page 28) EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information › Presenting the forms 23 . Fie l d e l e m e nt s – q u i c k l i n k s Hierarchy tree (page 36) Mileage boxes and mileage summary field (page 32) History button (page 41) Multiple-pick drop-down box field (page 28) Intervention field (page 43) and Intervention Select (3-dot) button (page 44) What time is it? (Multiple-time forms) (page 39) Intervention qualifiers (page 44) Multiple-time form tabs field (page 39) Option button field (page 33) Last modified date field (page 33) Pat (Patient) button (guarantor relationship) (page 35) Masked field (page 27) 24 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information › Presenting the forms Pen-pick button (page 47) Underlined label (quick-pick option) (page 14) See also Select User dialog box and the Search Keyboard on page 16. Personal effects field (page 34) Enhanced underlined (quick-pick) labels (page 46) Fi e l d e l e m e nt s – q u i c k l i n k s To save or not to save? (page 31) and To cancel or not to cancel? (page 31) Vital Signs button (page 57) Search Keyboard (page 36) Weight field (page 33) Select Agency option (page 30) WNL button (page 41) Signature field (page 15) Time box field (page 15) EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information › Presenting the forms 25 Initial Response form By default, this form has two tabs (tabs are the same as forms; they just separate different forms that have been grouped together in one master form): • Initial Response tab – Initial Response form (page 26) • Time, Mileage, Codes tab – Initial Response form (page 32) Initial Response tab – Initial Response form This is typically the first form you see when you start a new call. The Shift Information form proceeds it on the toolbar, but you’ve already added that information. Form tabs: if a form contains multiple tabs, you can click a tab to display that tab’s form Drop-down combo box field (page 27) Masked field (page 27) Hierarchy field (page 28) Additional details field Got additional details? Do what the man says: “Click here to enter” them. (It’s actually just a multi-line text box. The “Click here.…” label disappears when you click.) Multiple-pick drop-down box field (page 28) Select Agency option (page 30) Address box field (page 29) To save or not to save? (page 31) 26 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information Drop-down combo box field The drop-down combo box field’s drop-down button displays a pen and a single down arrow. In this type of field, you can either manually type information into the box, or you can click the button to open a drop-down list from which you can pick an item. (And yes, it is a really funny looking pen. But what to do? There’s not a lot of room to draw on a button!) Pen users › If you click in the box, a virtual keyboard automatically opens. For more information, see Brandishing your pen on page 7. Masked field A masked field is configured to accept a specific type of information, for example, the Incident Number box might accept only a 10-digit alphanumeric entry. Masked fields can also include default characters, for example, the mask for a social security number might automatically insert the dashes. If you don’t type enough characters or you type the wrong kind of characters in a masked field, when you move to another field, an “Invalid Input” warning message is shown. Hint › Once you close the warning by clicking OK, you can either type a correct entry, or press the Esc key to return to the previous entry that was in the box. By default, in a masked field the number of characters you can or must type is indicated by underscores. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 27 Hierarchy field Later, you’ll come across hierarchy forms, but the Nature of call (NOC) field is the only hierarchy field. The easiest way to explain how a hierarchy field works is to show it: 1. When you click the hierarchy button, a list opens revealing a set of NOC categories. 2. Click the arrow to the left of one of the categories to open the category-specific sublist. 3. Each sub-list includes a Back-arrow item that you can click to return to previous list. 4. The sub-list also can include additional subcategories as well as check boxes. When you find the NOC item you want, click it to select it. (In this case, do you suppose “Other” is a polite term for the “Loreena Bobbit procedure”?) 5. When you select an item, it is marked with an “×,” the list closes, and that item is displayed in the Nature of call box. Multiple-pick drop-down box field 1. The drop-down button for a multiple-pick drop-down box is indicated by three down arrows. Click it to open a multi-pick list. 2. You can click as many as three items in the list to select them. When you are finished, click the OK (check mark) button. Or, to cancel your selections, click Cancel (×). 3. All your selections are then displayed in the Selected Items box (which expands). 28 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information Address box field Oh, what secrets are hidden in some of these innocent-looking fields! 1. Click anywhere in the address box to open the Location of Call dialog box (yours might display different fields). To erase an address, click the Clear button. 2. Add the address information in the Location of Call box. Many fields are drop-down combo boxes. In that case, as you type the first few letters of a word (see the Street box in the example), if a word beginning with those letters has already been added to your system, it is automatically filled in. If a different word is filled in than the one you want, just keep typing. Of course, you can also click the down arrow and select the word from the list. Pen users › Click in a box to open the virtual keyboard (see Brandishing your pen on page 7). EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 29 You can also copy an address from an existing address: 1. Click the Copy button to open the Copy from dialog box. 2. In the Copy from dialog box, you can For example, when you select a patient, a choose to copy from the addresses of list of addresses that have been added to patients who have been added during the that patient are displayed in the right side shift, common locations (your operation of the dialog box. can add common locations like hospitals 3. Select an address in the right side of the and nursing homes to the system), and dialog box, and then click Copy. doctor addresses. 4. To edit an address, click Edit. The Location dialog box opens, and you can make the necessary changes. Select Agency option 1. If your operation has multiple agencies, and you need to select a location associated with an agency other than the one selected for your shift, you can click the Select Agency button (3-dot). 2. The Select Agency dialog box opens, and you can the select a different agency to be used for the common location list. 3. The locations associated with that agency are then listed in the Common location box. 30 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information To save or not to save? Saving is probably not as important as you might think, because the system automatically saves your work every time you move to a different form or tab. The only time it is really important to save is if you have done some work, and then you’re going to walk away from your computer for a time without first changing to another form. In that case, you should save to protect the work you’ve done. When you save, some of the new call information is displayed on the summary tabs on the left side of the Call Entry window. You know the drill: exactly what information is displayed depends on how your organization has customized the summary tabs. To cancel or not to cancel? This is a more important question. If you add some information on a form and then realize that it is incorrect, before you move to another form or tab, you can click the Cancel button to remove the information. A note of caution: All the information you added on the tab since the last time you saved is removed if you cancel. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 31 Time, Mileage, Codes tab – Initial Response form Mileage boxes and mileage summary field These are the only new fields on this form, and they’re pretty straightforward. 1. Type the mileages in the appropriate mileage boxes (by default, the mileage mask is set up to accept tenths of a mile). 2. The system then summarizes the distances in the mileage summary field. Hey, where’s my Start Time field? (Moving fields to other tabs) When a form has multiple tabs, like the Initial Response form, your administrator can move fields from one tab to another within that form. So your Start Time field might be on the Initial Response tab. (We just want to keep you on your toes!) Patient Information form By default, this form has three tabs: 32 • Patient Info tab – Patient Information form (page 33) • Addresses/Effects tab – Patient Information form (page 34) • Next of Kin tab – Patient Information form (page 34) EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information Patient Info tab – Patient Information form Last modified date field The last modified date shows when the call information was last saved, either when you clicked the Save button, or when you moved to a different form. You can’t manually change this field. Option button field An option button field presents multiple, mutually exclusive options. You can only select one answer. Approximate age check box and button To enter an approximate age, click the check box, then click the approximate age button. Check box field A check box field can present a Yes/No choice (as this one does). Or, it can present multiple choices that are not mutually exclusive. When there are multiple check boxes, you can select as many as is appropriate. Weight field Patient Number field The weight field automatically converts pounds to kilos or kilos to pounds. Just add one or the other. You can edit this field any time after the call is created. The patient number you use must be unique in the master database. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 33 Addresses/Effects tab – Patient Information form Hint › If you want to copy the mailing address from the home address, you must save the form first. Otherwise, the home address won’t be included in the list of addresses you can choose from. Personal effects field This is a one-of-a-kind field. When you click an item in the list on the right (a list of all the types of personal effects), it is moved into the list on the left, which is the list of the current patient’s personal effects. You can clear the list of the current patient’s personal effects by clicking Clear. Hint › You can also manually type items in the box on the left to add them to the list. Next of Kin tab – Patient Information form Well, you’ve seen all these types of fields before. Yawn! 34 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information Billing form By default, this form has two tabs: • Billing tab – Billing form (page 35) • Insurance tab – Billing form (page 36) Billing tab – Billing form Pat (Patient) button (guarantor relationship) If a patient is his or her own guarantor, you can click the Pat button to have the program automatically fill all the guarantor-related fields with the patient’s information. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 35 Insurance tab – Billing form The Insurance form is the first hierarchy form you’ll come across. You have already learned about a hierarchy-based field (the Nature of Call field), but a hierarchy form is a bit more powerful than that. In addition to categories, sub-categories, and choices, the hierarchy form includes a Search Keyboard and wizards. Hierarchy tree When you click a hierarchy category, the branch opens to display a list of additional subcategories and/or items you can choose. Hierarchy wizards are indicated by an orange check box. When you click one, a form with options and choices customized for that wizard’s item is opened. For more information, see the following Hierarchy wizard section. When you select a hierarchy item, a check mark is placed in its check box, and the item is added to the Selected Items box. All of the selected items are displayed in the Selected Items box. Search Keyboard The Search Keyboard can be helpful when you are working with hierarchies that have a lot of categories or items. For more information, see Select User dialog box and the Search Keyboard on page 16. Hierarchy wizard If you need to delete the information in a hierarchy wizard, click the Delete button. SSN button Depending on your organization’s setup of EMS Pro, the SSN button is linked to one of the dropdown box fields in the wizard (as set up by your organization). When you click the SSN button, the patient’s SSN number is added to that field. If there are multiple wizards associated with the selected node, you can scroll through them by clicking the Previous and Next buttons. 36 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information History / Trauma form This hierarchy form is one form with multiple sub-category tabs. That’s a bit different than other multi-tab forms you’ve seen, where each form is on its own tab. But it’s no big deal, it works the same way. Hint › The History and Trauma forms are actually the same form. The only difference is that when you click the Go To Trauma Form button, the form is opened with the Trauma tab selected. History tab – History / Trauma form You’ve seen most of this before (see Hierarchy tree on page 36), but there are a couple new things on this form: Selected items, NOT items, and cleared items You can click an item: - Once to select it. - A second time to turn it into a “NOT” item*. - A third time to clear it. * The NOT option might only be available for some of the items. Comments When you select an item in the hierarchy, you can add a comment related to it in this box. Rx (Medications) button On the Meds tab, you can click the Rx (Medications) button to open the Dosage Form dialog box. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 37 Assessment form This one is an advanced hierarchy form with a fancy, graphical front end. The Assessment form’s front end (page 39) What time is it? (Multiple-time forms) (page 39) Who assessed/performed? (page 39) (See also Select User dialog box and the Search Keyboard on page 16) All button (page 40) Assessment body image field (page 40). You can click a body part to open the Assessment hierarchy (shown below). Assessment major category field (page 40). You can click a category to open the Assessment hierarchy (shown below). History button (page 41) WNL button (page 41) Inside the Assessment hierarchy (page 42) Assessment hierarchy navigation field (page 42) Assessment major categories and associated sub-categories (tabs) (page 42). You’ve seen a hierarchy form before (see Hierarchy tree on page 36), but this one has multiple categories, many of which have multiple sub-categories (tabs). Selected items, NOT items and cleared items You can click an item: - Once to select it. - A second time to turn it into a “NOT” item. - A third time to clear it. Multiple-time form tabs field (page 39) 38 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information The Assessment form’s front end What time is it? (Multiple-time forms) A multi-time form enables you to use it multiple times, for example, you can perform multiple assessments. Each assessment is saved on a separate tab (tab displays time performed). You can view it by clicking the tab. Several forms are multi-time enabled: • Assessments • Exposures • Interventions • Trauma scores (APGAR, Adult, and Pediatric) • Vital signs Multiple-time form field Select an item (assessment) to view Copy an existing item (assessment) Create a new item (assessment) Multiple-time form tabs field Click a tab with a time displayed to open the associated item (assessment) Create a new item (assessment). Who assessed/performed? In the default EMS Pro setup, when you select the first person who performed an assessment or intervention for the current patient, the system asks if you want to make that user the default for the current patient. If you select Yes, the system automatically selects that user for any subsequent assessments and interventions for the current patient (although you can override that selection, if necessary). EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 39 All button The default list in the drop-down box includes the crew members on the current shift (at the top of the list), as well as a list of generic titles of people who might assist (such as Citizen, EMS Off-Duty, First Responder, and so on.) This list is called the “Who list.” If you click the All button instead, a list of all the users in your EMS Pro system is displayed Note: If you have a multi-agency operation, all the users in all the agencies are displayed. See also Underlined label (quick-pick option) on page 14, and Select User dialog box and the Search Keyboard on page 16. Assessment body image field 1. When you click a body part… 2. …the Assessment hierarchy opens with that category and sub-category (tab) selected. Assessment major category field Just as with the body image, when you click a major category, the Assessment hierarchy opens with that category selected. In addition, once you have performed an assessment, the items you selected are displayed in the major category box, preceded by the associated sub-category (tab) name. The box expands to display all the selected items. 40 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information History button You can click the History button to open the Call Entry History dialog box, which you can use to: - Create new items. Go to the selected item. Copy items. Delete items Important! This is the only method available to delete items. Call Entry History dialog box This dialog box can be used to work on the following types of forms: - Assessments - Exposures - Interventions - Time/Mileage summaries - Trauma scores - Vital signs Hint › Have you ever added a bunch of times with the wrong date? The Call Entry History dialog box is a great place to fix the entry date on a bunch of times. You can select all of the items in the list (using Shift+Click or Ctrl+Click), and then change the time for all of them at once by clicking the down arrow and selecting a new date in the Date box that opens. WNL button Click the WNL button to set all sub-categories that have not yet been assessed to either: - The item that indicates that the sub-category is within normal limits. - Not Assessed. Note: Depending on your organization’s setup of EMS Pro, you might have both, one or the other, or neither of these WNL options available. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 41 Inside the Assessment hierarchy At this level, it’s a standard hierarchy form with some fancy bells and whistles. Assessment hierarchy navigation field Select a major category in the drop-down list. When you are working within the hierarchy itself, you can click the WNL button to set the current sub-category to the item that indicates that the sub-category is within normal limits (if one is configured), and then advance to the next sub-category. Click the red arrows to move to the previous or next sub-category. Return to the Assessment body image. Assessment major categories and associated sub-categories (tabs) Major categories are shown in bold, followed by any sub-categories in plain text: 42 • ABC: Airway, breathing, and circulation. • Cardiovascular • Head: Head, face, left eye, right eye, left ear, right ear, and throat. • Eyes: Pupil and eyes. • Other comments • Neck • Chest • Abdomen • Pelvis: Pelvis and genitalia. • Upper extremities: Left arm, left hand, right arm, and right hand. • Lower extremities: Left leg, left foot, right leg, and right foot. • Back: Upper back, lower back, thoracic, lumbar. • Central nervous system • Blood/Fluid loss EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information Intervention form The Intervention form is a multi-time form. (For more information, see the note What time is it? (Multiple-time forms) on page 39.) PTA (prior to arrival). If the intervention was performed PTA, select this check box. Who assessed/performed? (page 39) Intervention Select (3-dot) button (page 44) Intervention field (page 43) What is this mysterious little line? Intervention qualifiers (page 44) Because the Intervention form is a multi-time form, you can access the Call Entry History dialog box from the form. Intervention field When you open the standard Intervention drop-down list, an intervention “quick-pick” list is displayed. This quick-pick list should contain a dozen or so of your organization’s most commonly used interventions. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 43 Intervention Select (3-dot) button When you click the Intervention Select button (the 3-dot button), the Select Intervention dialog box opens. All of your organization’s interventions are displayed in the Select Intervention dialog box, and they are grouped into sub-categories (tabs). Typically, one tab contains a list of all the interventions. You can easily search the lists using the Search Keyboard (see Select User dialog box and the Search Keyboard on page 16 Intervention qualifiers Ah yes, the mystery of the little line is revealed! When you select an intervention, that little line expands to reveal the full set of qualifiers associated with the intervention. If a qualifier is required (you must answer it), a red check mark appears to the left of it. Qualifier boxes can be either drop-down or drop-down combo boxes. In a drop-down combo box you can either pick an item from the pre-existing list (if there is one), or you can type the value in the box. In a drop-down box, you can only pick an item from the list. Hint › Some qualifier fields might have a default value that is automatically selected, or they might have an underlined quick-pick label that you can click to pick the default value. (See Underlined label (quick-pick option) on page 14.) 44 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information BLS/PTA Intervention form The BLS/PTA Intervention form is a standard hierarchy form. Been there, done that (see Hierarchy tree on page 36). EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 45 Vital Signs form The Vital Signs form is optimized for rapid entry. Vitals tab – Vital Signs form What time is it? (Multiple-time forms) (page 39) PTA (prior to arrival). If the vitals were taken PTA, select this check box. Enhanced underlined (quick-pick) labels (page 46) Pen-pick button (page 47) WNL button Click the WNL button to set each vital sign (on all vital sign tabs) that has not yet been measured to its default within-normal-limits value, if there is one. Enhanced underlined (quick-pick) labels Enhanced quick picks: Double (or triple) your pleasure! Double (or triple) your fun! 46 As usual, if you click a quick-pick (underlined) field label, the default data item for that field is added. In the case of vital signs, the default is the withinnormal-limits (WNL) value. But there’s a bonus feature here: when multiple fields are related—for example, the Skin Color, Temperature, and Moisture fields on the Skin / Neuro tab—clicking any of the quick-pick labels adds the WNL data to all of the related fields. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information Pen-pick button When you click the Pen-pick button, a unique drop-down box opens. It’s unique because it contains values you can click ‘n pick for all the related fields. The pen-pick for the Glasgow Coma field behaves slightly differently: it opens the Glasgow Coma Scale dialog box, in which you can select values for the eyes, verbal, and motor categories, which are scored. When you close the dialog box, the scores are placed in the field. Skin / Neuro tab – Vital Signs form Same ole, same ole! EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 47 Diagnosis form The Diagnosis form is a standard hierarchy form with tabs for the primary and secondary diagnoses. Nothing new here (see Hierarchy tree on page 36). 48 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information Outcome form The Outcome form includes a royal flush: • Outcome tab – Outcome form • Transport tab – Outcome form • Scene tab – Outcome form • Return Trip tab – Outcome form • Hospital tab – Outcome form This is important! (see below) Select Agency option (page 30) Fax report to hospital (page 50) Documented by/Call completed by field This is important! The Documented by field (by default, it used to be labeled Call Completed By) is very important. The documented by user is automatically selected if you select a Who accessed/performed user (page 39). For more information, see But what happens if open calls are uploaded to the server? on page 93. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 49 Fax report to hospital 1. If your operation uses the Fax Server utility to send Run reports to the destination hospital, you can select the Fax report to hospital check box. And then you can forget about it! 2. After you upload your calls to the master database using SyncNet, Fax Server finds any calls that need to be faxed, and sends them for you. See also Faxing reports on page 121. 50 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information Time/Mileage Summary form The Time/Mileage Summary form contains two tabs: • Time Summary tab – Time/Mileage Summary form • Mileage Summary tab – Time/Mileage Summary form Whoa, an easy one! All of the fields on these forms are standard ones that have already been discussed. Not only that, many of the fields on these two forms might already be filled by the time you get here, because they are copies of fields you most likely answered earlier on other forms. But hey, you should still get credit for a full lesson, right? Guess that means you get an extra-long coffee break! For extra credit, answer this multiple-choice question: With my coffee, I take: a) Cream c) Hot cocoa mix e) Donuts b) Sugar d) Whipping cream f) All of the above! This section can be particularly difficult and time consuming to complete! EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 51 Charges and Supplies form Oh…just when you thought the rest of it was going to be too easy! Depending on your organization’s setup of EMS Pro, some charges and supplies might be automatically added by the system. For example, a mileage charge might be added once you have entered the mileages. Other charges and supplies might be added based on interventions you have recorded. Charges and supplies list To remove a charge or supply, select it in the upper section, and then click Remove. To increase or decrease the quantity of an item, select it in the upper section, and then click + Inc(rease) or – Dec(rease). To manually add a charge or supply, select the item on the appropriate tab in the lower section, and then click Add. Note: A maximum allowed number of units for any charge or supply item can be configured in Administration, so you might not be able to increase some items by clicking + Inc(rease) 52 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information Signatures form You can obtain electronic signatures for a variety of purposes, such as billing, physician assist, and refusal of treatment. The Signatures form has two kinds of tabs that work together: the Signature Types tab and the various actual signature tabs. When you first go to this form, the only thing you see is the Signature Types tab with a list of the types of signatures you can obtain. 1. Select a type, and then click the Obtain Signature button. 2. A tab for that type of signature opens. Add the necessary information. 3. Click the Signature button. A signature box with the appropriate legal blah-blah statement opens. Have the person sign. Optionally, if there are translations available for the current signature type’s disclaimer, you can select a different language. (In that case, make sure Herr Doktor Painless signs in German!) EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 53 Exposures form The Exposures form is a multi-time form with standard fields (see What time is it? (Multiple-time forms) on page 39.) Narrative form The Narrative form has one tab, the General Comments tab, which basically provides you with an electronic tablet you can use to add comments to the patient’s call. By default, the narrative is included when you print the run report. 54 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information General Comments tab – Narrative form Quick Notes help you write your narrative more quickly by matching the call information that you have already entered with phrases prewritten by your administrator. Don’t panic! The Spell Checker is discussed soon (see Check your spelling on page 64). To activate Quick Notes, your administrator must set up and define the call information and phrases that Quick Notes uses. When Quick Notes are set up and defined, clicking the button brings up a screen that is similar to this one: Click the call information that you want to use, then click Insert. The call information and the phrase that goes with it appear in the bottom box. Add as many pieces of call information as you would like, then click OK to return to General Comments. Your administrator sets these up. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 55 Pen users › Quick Notes are a fast way to enter information without having to use the virtual keyboard. If you prefer not to use Quick Notes or the call information that you want to use isn’t available, tap anywhere in the box to open the supercharged virtual keyboard. Well okay, it’s not wildly supercharged, but it does provide multiple scrolling lines of text boxes. 56 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information Score forms By default, two pairs and an ace in this group of scored multi-time forms (see What time is it? (Multiple-time forms) on page 39): • Adult Trauma Score forms - Type 1 & 2 • Pediatric Trauma Score forms - Type 1 & 2 • APGAR Score form Score Once you have selected all the values, the score is totalled When you select a value, the score is automatically calculated. Vital Signs button Click the Vital Signs button to translate some of the associated vitals you have already taken into a score on the score form you’re working on. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Add the call information 57 Other basic stuff you can do in calls While you are still working in a call (before you close it), there are a few other basic things you can do: Switch patients (page 59) Add a patient to call (page 59)* Delete patient from call (page 60)** Import a frequent flyer (page 60) Capture data with the Quick Log (page 62) Draw a doodle on the ScratchPad (page 63) Add an attachment to a patient’s record (page 78) Check your spelling (page 64) Track NPP information (page 65)*** Track Additional HIPAA information (page 67)*** Close calls (page 69) * The Add a patient to call option can be disabled in EMS Pro Administration › Call Entry Components › Call Entry Form Components, on the General tab. ** The Delete patient from call option is only available if the Delete Call privilege has been enabled for you in EMS Pro Administration › System Components › Users. *** Does not appear on the toolbar. Close calls (page 69) Check your spelling (page 64) Add an attachment to a patient’s record (page 78) Draw a doodle on the ScratchPad (page 63) Capture data with the Quick Log (page 62) Import a frequent flyer (page 60) Delete patient from call (page 60) Add a patient to call (page 59) Switch patients (page 59) 58 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls Switch patients If there are multiple patients on a call and you are editing one of them, you can easily jump to other patients on the call by selecting them in the Patient box. Hint › Each patient’s call is listed separately in your Inbox. So you can also easily open any specific patient’s call by selecting it in the Inbox. Just what is a “call” anyway? Before you can create calls in EMS Pro, you must create a shift. That shift information is added to every call on the shift. (If you change the shift information in any call, you can choose whether it is changed in all the calls on that shift or just the current call. More about that later.) When you create an actual call, it is for a specific patient. In the Call Entry window, the information on the Initial Response form and some of the times are call-specific, and the rest of the call information is patient-specific. You can add additional patients to a call. When there are multiple patients on a call, each patient shares the Initial Response information. If you change the Initial Response information while you are editing any patient on the call, it is changed for all of the patients on the call. Add a patient to call You can add another patient to a call by clicking the Add another patient to the current call [ + ] button. The new patient is added with all the same Initial Response information. The + button can be disabled through EMS Pro Administration. Note: If you don’t see the + button, it has been disabled by your administrator. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls 59 Delete patient from call You can delete a patient, for example, if you added a patient by mistake or another crew has taken the patient. This option is only enabled if you have the Delete Call privilege. 1. With the patient’s call open in the Call Entry window, click the Delete the current patient from the call [ – ] button. 2. A message asks you to confirm that you really want to delete the patient. Import a frequent flyer Frequent flyers are patients to whom you provide transportation on a regular basis. Your EMS Pro administrators can add repeat patients to your EMS Pro Frequent Flyer list. Then you can click the Overwrite the current patient with a frequent flyer record button and select a frequent flyer—or another patient you already transported during the shift—to replace the current patient on the call (typically named “A. Unknown”). Since this process overwrites the current patient, you are asked to confirm that you want to do it. You can select any of the patients on the Frequent Flyer tab (they are identified by full name, age, sex, and SSN). Or you can select one of the patients on the Other Patients tab. These are the patients who have been added on the current shift (you know, Tommy Ache, Hed Ache, Chester Payne, Max Payne, and Bettie Hertzalot). 60 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls Select a frequent flyer when adding a new call too! You can also select a frequent flyer—or another patient you already transported on the current shift—for a call when you first create the call. Just click New From to open the same Frequent Flyer dialog box. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls 61 Capture data with the Quick Log Guess what the Quick Log can do? It can help you quickly log basic call information about a patient! It provides a convenient one-click method for capturing data, for example, you could have a first responder or bystander click buttons for you while you are at the patient’s side. To open the Quick Log, click the Quick Log button. The first thing you’ll see is the Quick Log Categories list. (Guess what? Your organization might have other categories.) Select a category, and then click Go to. The Quick Log window typically fills your entire screen: Click a milestone, procedure, or medication to time stamp it. You might have to visit the associated forms later to add more information, but the Quick Log provides an easy way to record what you did and when you did it. By default, when you click the first Quick Log button, the system asks if you want to make the current “Who Performed” user the default for the current patient. See Who assessed/performed? on page 39. 62 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls When you click Vitals Taken, the Quick Log – Vitals dialog box opens: You can quickly enter common vitals without having to go to another dialog box. Either type the data or use the on-screen number pad. The delete button deletes the number farthest to the right in the active data box. The move to previous field and move to next field buttons can help you move from field to field. Draw a doodle on the ScratchPad The ScratchPad is just like a blank sheet of drawing paper. You can use it to jot down handwritten notes or make a drawing. For example, you might want to make a drawing of an accident scene. Your drawing is saved in the call, and it can be opened and viewed again at any time. (Don’t forget to sign your work of art!) Click to toggle the eraser. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls 63 Check your spelling To check spelling, click your pen pointer in a text field, and then click the Check the spelling on the current input field button. The Spell Checker finds possible errors, and then presents them one by one with a list of suggested replacements: - If the replacement you want to use is in the Replace with box, click Replace. - If it’s not, either select the correct word in the In dictionary list, or type the correct word in the Replace with box, and then click Replace. The Spell Checker can be a huge help, but you still have to try to write right! In the example above, the pointer was in the Narrative box. (You remember that one, right? “If u can reed an rit, u can us this form to gab sum more!” See Narrative form on page 54.) Keep in mind, though, that Spell Checkers can’t know that you meant to type “read” instead of “reed” (which is correctly spelled, although used incorrectly). And they can’t tell when you are just plane using the wrong word. In fact, the Spell Checker only found one possible error in that example narrative text (“rit”)! And it doesn’t even have the correct replacement for it in its list of suggestions. (By the way, that suggestion is “rite” as in “ceremony,” not as in “reed and rite”!) 64 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls Track NPP information You can use EMS Pro to track Notice of Privacy Practices (NPP) delivery and acknowledgment information. This feature is only available if your administrator enables it. Click here to open the Add HIPAA Information dialog box. When you complete the dialog box, the check marks show that the NPP statement was delivered and acknowledged. NPP information is a portion of the information that is tracked for Health Insurance Portability and Accountability Act (HIPAA) Privacy Rule compliance. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls 65 Delivery method Form of acknowledgment Opens the electronic signature dialog box Use the Add HIPAA Information dialog box to record how you delivered the NPP statement, who you delivered it to, how it was acknowledged, and who signed it. In the field, you will normally deliver the NPP statement in person and collect the acknowledgment on paper or with an electronic signature. On a DEWS, you may use other delivery and acknowledgment methods. When you select Electronic Signature from the Acknowledge drop-down list box and click the electronic signature button ( ), the NPP Acknowledgment dialog box appears. Choose language here (must be configured in Administration) Patient signs here 66 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls Track Additional HIPAA information On a DEWS, you can edit and track additional HIPAA information including: consent, authorization, access, accounting, amendment, and recourse. To use this feature, it must be enabled through EMS Pro Administration. You can open the HIPAA Information dialog box from the main window. Select a patient, then click View > HIPAA You can also open it from the Call Entry window. Click Action > HIPAA Information EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls 67 Either way, the HIPAA Information dialog box opens. Click to add HIPAA information Highlight the information to edit or delete, then click: Click Add to open the Add HIPAA Information dialog box. How the information was delivered Type of HIPAA information to add Who got the information and when 68 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls Close calls Once you have added all the necessary information to a call, you can close it, which is as simple as clicking the Close the current patient button (“closing a patient” means the same thing as “closing the patient’s call”). What does it mean to “close” a call? It means that you are saying, “I am finished working on this call.” (That’s different than just wanting to return to the main window. See Return to the main window on page 20.) Important! Once you have closed a call, you can still “open” it and view its information, but you can’t change any information in the call. (Except that you can add an addendum. See Add an addendum to the call on page 75.) Do I have to close each call? Quite often the answer is yes, but that really depends on how your organization has set up EMS Pro. More on that later (see Hey, where did my calls go? The mysteries of call routing revealed on page 87). Hey, my call won’t close! (Close Call rules) You’ve been rushing to get your call recorded so you can finish your shift, and you think you’re done, but when you try to close the call, you see a dialog that says, in effect, “Go directly back to this call! Do not pass Go. Do not collect $200!” That’s because either: • There is some data missing in the call that your administrator wants you to include (that’s right, you can’t fool ole Mother Administrator!) • Or something is just plain wrong, for example, the times or mileages are out of sequence. Critical Close Call rule exception This dialog box (with the red circle and white “×” symbol) indicates that there is a Critical Close Call rule exception. “Critical” means you must fix the problem before you can close the call. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls 69 Here’s the first clue that something ain’t quite right (which you can see before you even try to close the call): The red Do Not Proceed symbol means that there is a Critical Close Call rule exception in this call. You can also see the symbol in the Inbox to the left of the call number. When you click Fix in the Critical Close Call Rule Exception dialog box, the Close Call Rules summary tab is automatically selected on the left side of the Call Entry window, and the form you need to fix (or at least the one that is a possible source of the problem) is automatically opened on the right. 1. In this example, the Close Call rule that has been broken is “Procedure times must be between At Scene & At Dest.” The Time Summary tab has been opened to display the At Scene & At Dest times, but they are actually fine, so you need to look for the problem elsewhere. 70 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls 2. The problem is actually on the Interventions form, where the time was added as “17:24” instead of “16:24.” Simply type the correct time, and then click Save. Hey, my call still has problems! Thought you were home free, didn’t you? Uh-uh! 3. There is still a problem, although it is not as serious. This one is called a Warning Close Call rule exception, and it is indicated by a red exclamation mark. This time the problem is that you didn’t record a set of vitals for the patient, and your administrator wants you to. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls 71 What would happen if I tried to close before I fix a warning exception? Remember, you can’t fool ole Mother Administrator! You would get this message: Warning Close Call rule exception This dialog box (with the yellow triangle and “!” symbol) indicates that there is a Warning Close Call rule exception. “Warning” means you can either fix the problem or override the exception. Hint › In most cases, you should attempt to fix the problem. The easiest way is to deal with exceptions before you attempt to close Double-click! Owner 1. When you see that there is a Critical or Warning Close Call rule exception … 2. …you can open the Close Call Rules tab, and then double-click the exception. Important! You only need to deal with those exceptions of which you are the owner (on the Close Call Rules tab, see the Owner column). 72 = Warning exception = Critical exception = Call is ready to be closed 3. The form you need to fix (or at least the one that is a possible source of the problem) is automatically opened. 4. Fix the problem, and then click Save. When all of the exceptions have been fixed, you can close the call. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls What if I don’t want to deal with a warning exception right now? Oh, you’re one of those types, are you? Well okay. To override a warning exception, click Override. The Override Warnings dialog box opens (which is really just a Comments dialog box (see Add a comment to the call on page 76), and you can type the reason why you aren’t correcting the problem. Ok, now you can finally close the call…no, wait! Are you sure you want to? If your answer is, “Okay, okay, I’m sure already!” click Yes to get it over with. Hint › Click Cancel to return to working on the call in the Call Entry window. Click No to return to the main window without closing the call. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls 73 View the closed call in the Inbox Once you close a call, you are returned to the main window. Close Call status Back in the main window, you can see the current Close Call status of your calls: = = = = 74 Closed call (the lock indicates that you can’t change it) Warning exception Critical exception Call is ready to be closed EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do in calls Other basic stuff you can do to calls There are a few other basic things you can do to a call (you can do a couple of these things to closed calls, as well) Add an addendum to the call (page 75) Add a comment to the call (page 76) Add an attachment to a patient’s record (page 78) Print Patient Care reports (page 79). Add an attachment to a patient’s record (page 78) Add an addendum to the call (page 75) Add a comment to the call (page 76) Print Patient Care reports (page 79) Add an addendum to the call An addendum can be added to an open or closed call. Anything you type in the Addendum dialog box becomes a part of the call's permanent record and it’s included when you print the run report. Typically, an addendum is used to add information to a closed call. The addendum can be up to 1000 characters, and you can add multiple addenda to a call. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do to calls 75 Addendum symbol Once you save the addendum by clicking OK, a symbol is added in the Inbox to the left of the call number. The addendum symbol is a tablet with a right-leaning pen. View addenda You can view any addenda that have been added to a call via the History dialog box (View › History). Note: An addendum is only added to the currently selected patient’s call. Add a comment to the call Comments can be added to an open or closed call. Comments are for internal use only and are not included when you print a run report for the call. Typically, they are used to pass information back and forth between users who are editing and/or reviewing the call. The comment text can be up to 255 characters, and you can add multiple comments to a call. In fact, if you closed a call by overriding a Warning Close Call rule exception, the explanatory comment you added is just a type of comment (see What if I don’t want to deal with a warning exception right now? on page 73). 76 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do to calls Comment symbol Once you save the comment by clicking OK, a symbol is added in the Inbox to the left of the call number. The comment symbol is a tablet with a left-leaning pen. View comment You can view any comments that have been added to a call via the History dialog box (View › History). Note: A comment is only added to the currently selected patient’s call. Fully loaded call (addendum and comment) symbol Since an addendum symbol is right-leaning and a comment symbol is left-leaning, obviously it would be rather difficult to combine them in the same symbol without causing a lot of heated political arguments. So instead, we came up with an independent symbol to show when a call contains both addenda and comments. The fully loaded call symbol looks like a multi-tab tablet. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do to calls 77 Add an attachment to a patient’s record Attach adds a file to a patient’s record. Click the attach button to open the Call Entry Attachments dialog box. You can add any type of file, but text and picture files are the most common attachments. If your computer recognizes the type of file that you attach, you can open it from EMS Pro. Note: If you don’t see the Attachments button, it has been disabled by your administrator. Attach a file To attach a file, click Attach and the Select file to attach dialog box opens. Find the file and click OK. Open or delete an attachment List of attached files Change description Highlight the attachment you want to open or delete then click the Open or Delete button. (Too easy, huh?) When you select a file from the list, a description of that file appears (Where else?) in the Description text box. When an file is first attached, its description is its file name. To change the file’s description, but not its name, select the file from the list. When the file’s current description shows up in the Description text box, click inside the box and make your changes. When the description is just right, click Apply. Attachment symbol If the addendum symbol is right-leaning and the comment symbol is left-leaning (see Fully loaded call (addendum and comment) symbol on page 77), the attachment symbol is a thirdparty candidate with one big difference — it actually wins something. If you attach a file to a patient and the addendum, comment, or fully loaded symbol is already there, the attachment symbol wins out and replaces the existing symbol. Find comments or addenda Now that you’ve attached a file, you can’t tell if you have comments or addenda any more. To see if you do, use the History dialog box (View › History). 78 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do to calls Print Patient Care reports Patient Care reports contain call-related information. The specific reports that you can print depends on the reports your administrator has set up for your organization to use. Typically, you’ll have a Run and a Call History Details report. 1. On the main window’s toolbar, click the Print button. 2. In the Print Report dialog box, optionally select a different printer or click the Properties button to open the standard Windows Print dialog box, in which you can set printing options. 3. In the Report type box, select Patient Care Reports. 4. In the list of reports, select a report, and then click OK or Preview. Print Preview displays the report on screen (and you can also print it from the Preview window). Note: The Resuscitation-related reports are discussed later in this book. Run report Print Export The default Run report includes these sections: - Call summary - Patient and Billing - Treatment summary - History and Diagnosis - Assessment and Interventions - Charges - Shift info (with electronic crew signatures) EMS Pro 3.42 User’s Guide Chapter 2: The basics › Other basic stuff you can do to calls 79 Call History Details report Dealing with your shift information Okay, in terms of the basics, these are the last few things you’ll need to do: Refresh the Inbox (page 81) Print Shift report (page 82) Send your shift’s call information home (run SyncNet) (page 83) Refresh the Inbox (page 81) Print Shift report (page 82) 80 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Dealing with your shift information Refresh the Inbox If you are using EMS Pro out in the field on a mobile computer (not connected to the network), you do not need to use this option. If you are using EMS Pro on a DEWS (Direct Entry Workstation) that is connected to the network, you might need to occasionally use this option. If other users are reviewing and editing calls at the same time as you are, refreshing your Inbox shows you any changes that have been made by other users that affect your Inbox. For example, if another user copies a call to you with questions or the system routes a call to you that another user has finished working on, refreshing your Inbox causes those calls to be immediately displayed in your list (for more information, see Hey, where did my calls go? The mysteries of call routing revealed on page 87. Well, that’s refreshing! (Refresh the Inbox) The Inbox is automatically refreshed whenever you restart EMS Pro. However, to minimize the amount of time spent refreshing, the Inbox is not automatically refreshed when you return to the main window from viewing a call in the Call Entry window. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Dealing with your shift information 81 Print Shift report When you are finished with your shift, you can print a Shift report. By default, the report displays lists of the calls you ran and the supplies you used, which can make it much easier to resupply your vehicle at the end of the shift. 1. On the main window’s toolbar, click the Print button. 2. In the Print Report dialog box, optionally select a different printer or click the Properties button to open the standard Windows Print dialog box, in which you can set printing options. 3. In the Report type box, select Shift Reports. 4. In the list of reports, select a report, and then click OK or Preview. Print Preview displays the report on screen (and you can also print it from the Preview window). 5. Optionally, you can select a previous crew and shift to print the report for by clicking the Select Crew button, and selecting the crew in the Crew Configuration dialog box. Previous crews are only available until the call information is uploaded to the server (see Send your shift’s call informa- 82 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Dealing with your shift information Shift report Hopefully you do more work on your shift than we did on our sample shift! Send your shift’s call information home (run SyncNet) This step is only for users who are working on a mobile computer that is not directly connected to your organization’s network. You don’t need to do this if you are working on a DEWS (Direct Entry Workstation connected to the network). Briefly, your last step is to send all your call information home. There are several different ways you can do this, and many different options that might be in effect for your organization. (For more information, see SyncNet on page 101.) Here’s a quick look at a typical scenario using a dial-up modem connection to your organization’s network. Note: The following example presumes that your administrator has configured SyncNet to automatically find the correct dial-up connection, and that you successfully connect to the network and the EMS Pro Server.) Once you have finished adding data to and closing all your calls, close EMS Pro by clicking the Close [ × ] button. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Dealing with your shift information 83 Start SyncNet 1. Double-click the SyncNet desktop icon. – or – On the Start menu, point at the Programs folder, the RescueNet folder, the EMS Pro folder, and then click SyncNet. 84 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Dealing with your shift information Run SyncNet This is a tough one! Click the Start button… …and then sit back and let SyncNet do the work. Oh, the things SyncNet does! In addition to uploading your call information (bundled into a file called a Shift Pack) to your EMS Pro Server, SyncNet does a bunch of other stuff, including: • Backs up the EMS Pro database on your mobile computer. • Synchronizes the time on your mobile computer with the server’s time. • Makes a backup copy of the Shift Pack, and stores it on your computer for 30 days. • Downloads any updated EMS Pro files from the server to your computer. • Deletes the uploaded call information from your local EMS Pro database. EMS Pro 3.42 User’s Guide Chapter 2: The basics › Dealing with your shift information 85 Congratulations, you’re 85% finished! Give yourself a big pat on the back, you’ve made it through boot camp! Although some things will probably be done a little differently in your organization than what you have seen in the examples in this chapter (your EMS Pro administrator will need to bring you up to date on those differences), for the most part you now know most of what you need to know to use EMS Pro to record your call information. What’s next? The following chapters discuss some additional options and features that you might want or need to know about. In addition, some of the topics that were briefly discussed in this chapter are also covered in a bit more detail in the following chapters. 86 EMS Pro 3.42 User’s Guide Chapter 2: The basics › Congratulations, you’re 85% finished! Chapter 3: Hey, where did my calls go? Hey, where did my calls go? So you’ve done all this work creating calls and adding information to those calls, then you run SyncNet and “Poof!” your calls are gone (but maybe some of them aren’t). So where do the calls go? (And why did some of them maybe get left behind?) The movement of calls is controlled by a feature called call routing. Okay, we’ve said this about a million times already, but nowhere is this more true than here: how call routing works for you depends on how your organization has set up EMS Pro. The good news is that all of this happens automatically the way your administrator has designed it. Your administrator is going to tell you something like: “When you run SyncNet, you calls will go to Whatzhisface (you know, your supervisor).” And that’s what will (usually) happen. But hang on just a second, there’s a lot of options and fine print hidden in that simple statement that you’ll probably need to understand. That’s what this chapter covers: • The mysteries of call routing revealed (page 87) • Clearing calls (page 94) • Action required (the knucklehead option) (page 96) • Copying and moving calls (page 100) The mysteries of call routing revealed Call routing is a bit like a fancy toy train set. The yardmaster (EMS Pro) is sitting there with his Casey Jones engineer’s hat on, running all the trains (your calls) around the tracks (your network of EMS Pro users). The yardmaster might say to himself: • “That train (one of your calls) looks like it has a good cargo (the call information). It’s coming from some hick in the boondocks (that’s you dialing in on your mobile computer from a remote location), so as the grand plan specifies, I’m going to send it to Whatzhisface’s warehouse (your supervisor’s Inbox) so he can look it over.” • “Whoops, that next train there is missing its caboose (you didn’t finish working on the call, so you haven’t closed it yet), so I guess I’ll have to send it back to that hick in the boondocks (that’s you again). “But the track out to the boondocks is one-way only for cargo (you can use SyncNet to send calls to your EMS Pro server, but calls can’t be sent back to your remote mobile computer), so I’ll have to send it to his warehouse here in the big city.” (The EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › The mysteries of call routing revealed 87 next time you’re back in the office and log on to EMS Pro on a Direct Entry Workstation connected via the network to your EMS Pro server—called a DEWS—the call will be in your Inbox waiting for you to finish it). Ha! You thought you could get away with not finishing your work, didn’t you? • “Well, whaddyaknow, old Whatzhisface finally finished checking that cargo I sent him (your supervisor has finished reviewing a call and has okayed it), so I can send that train over to them burrocrats so they can count it and whatever.” (The call gets sent to your billing department so they can process the claim and get it paid…you know…so there’s some money to pay you. You better be nice to those folks in the billing department!) • “Oh-oh, old Whatzhisface has rejected that next shipment; I guess that knucklehead out in the boondocks screwed up again! (During the review of one of your calls, your supervisor found something that is missing or needs to be fixed.) “I’ll have to route that one over to his warehouse here in the big city, too.” (The next time you’re back in the office and log on to EMS Pro on a DEWS, that call will also be in your Inbox, only this one will have a comment attached to it by your supervisor saying something like, “You knucklehead! You forgot to blah, blah, blah.…”) Let’s get real You get the picture. Calls are being routed all over the place. Sometimes it just automatically happens based on the state a call is in, and sometimes it’s because one user tells EMS Pro to route a call to another user (like when your supervisor sends a call with a problem back to you). In fact, call routing can get pretty detailed. For example, EMS Pro might initially send your call to a special reviewer if it’s a trauma call. If it’s not a trauma call, it might select the supervisor to send it to based on which shift you are on. Medic SyncNet Shift A Supervisor A Trauma call? No Yes QA Trauma Reviewer 88 Which shift? B C EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › The mysteries of call routing revealed Shift B Supervisor Shift C Supervisor The difference between a mobile computer and a DEWS You can add or edit EMS Pro calls on two types of computers: • Mobile computer. This is the type of computer you’ll use if you are adding calls out in the field during your shift. It has an EMS Pro “remote database.” That just means it is capable of storing the call information on your remote computer until you upload those calls to the EMS Pro server by running SyncNet. • Direct Entry Workstation (DEWS). A DEWS is a computer—usually a workstation, but it can also be a mobile computer—that is permanently connected via the network to your EMS Pro server. This type of computer doesn’t have it’s own EMS Pro database, it uses the main EMS Pro database on the server. That’s an important difference, because it means that as soon as you add or edit a call, that change is recorded in the master database. On a DEWS, you don’t have to run SyncNet to upload your calls to the server. See Clearing calls on page 94. Open calls versus open calls versus closed calls Think we’re joking, don’t you? Nope! And this is a really important point to understand. The challenge is that the term open call applies to two somewhat related, but distinct states that a call can be in: A. The open call command. When you have calls in your Inbox, you can select one of them and click Open Call to view the call in the Call Entry window. Click! If you are a somewhat normal English-speaking person, you could say that the call is open in the Call Entry window; in other words, you could call it an “open call.” EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › The mysteries of call routing revealed 89 Don’t be normal! To keep this all straight, it is better to say the call is in use. That’s the way EMS Pro sees it: a call is in use whenever someone is creating, editing, or viewing it in the Call Entry window. Call is in use in the Call Entry window Close the current patient’s call Return to the main window without closing the current patient’s call After you are finished creating, editing, or viewing it in the Call Entry window, you can either: • Close the current patient’s call. – or – • Return to the main window without closing the current patient’s call. Clear as mud? Don’t worry! Turn the page and all will be made clearer… 90 EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › The mysteries of call routing revealed B. The call status: Open call vs. Closed call: • Closed call. If you close the current patient’s call (which also returns you to the main window), you can open the call again, but you can only view the call. That type of call is officially called a closed call. It is indicated by a lock symbol. You can’t add any new information to a closed call or edit any of a closed call’s existing information. • Open call. If you return to the main window without closing the current patient’s call, you can still open the call again, and then add new information to it or edit existing information. That type of call is officially called an open call. The first call has been closed, which is indicated by the lock symbol. The rest of the calls are still open. = = = = A closed call (the lock indicates that you can’t change it) An open call with a Warning exception An open call with a Critical exception An open call that is ready to be closed Why is this important again? Oh right, forgot to tell you that part. Because the EMS Pro system—in particular, SyncNet and call routing—treats open and closed calls differently. Makes sense, if you think about it: • If you close a call, that means you are saying to the system, “I am finished working on this call, you can do whatever you want with it.” • If you haven’t closed the call (it’s still open), that means are you saying to the system, “I haven’t finished working on this call, so don’t take it away from me!” EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › The mysteries of call routing revealed 91 How SyncNet decides whether to upload open calls If there are multiple shifts pending on your computer—for example, the crew on the shift before you didn’t have time to run SyncNet before they handed the computer over to you—SyncNet deals with all of the pending shifts while it is running. When you run SyncNet, one of four things happens based on how your organization has set up call routing to treat open calls (you might want to your method, it’s set up in EMS Pro Administration): All the calls in the pending shift(s) are uploaded to the server, regardless of whether they are open or closed. Only the closed calls in the pending shift(s) are uploaded to the server. Any open calls are left in the EMS Pro database on your computer. If there are open calls in any pending shift, a warning is displayed. You can choose whether you want to continue and upload all the calls to the server, or exit the SyncNet process and take care of those calls that aren’t closed yet. If there are open calls in any pending shift, none of the calls in that shift are moved to the server. If there are other pending shifts, a message is displayed asking whether you want to upload shifts that contain all closed calls to the server or exit the SyncNet process altogether. Closed calls that are uploaded to the server get routed to the next user Your closed calls that are uploaded by SyncNet are automatically routed to the next user based on your organization’s call routing design. (See also Clearing calls on page 94.) For example, a closed call could be routed from a medic to a supervisor. If the supervisor approves and closes it, it could be routed to a biller. When the biller has finished with it and closes it, it could go to a billing supervisor. Finally, it is routed to an archive. An example of a basic call route Medic user type (creates calls) Medic Supervisor user type (reviews calls) Biller user type (bills calls) Billing Supervisor user type (reviews bills) Archive user type (stores calls) The call is reopened and its status is “Unread” When the call arrives in the next user’s Inbox, it again becomes an open call, and its status is “Unread.” So the next user can open the call in the Call Entry window, and can 92 EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › The mysteries of call routing revealed add information to it or edit existing information (as long as they have security permission to do so). For example, a supervisor usually has permission to open the Miscellaneous form and mark the call “Approved.” Medic supervisor The call’s status. (For more information, see Call statuses on page 114.) Once that user opens the call in the Call Entry window, and then returns to the main window, the status changes to “Read” again. But what happens if open calls are uploaded to the server? If your organization uses a method that uploads open calls to the server, they are typically routed to the user selected in the Documented by (or Call completed by) field. For more information, see Documented by/Call completed by field on page 49. If your name is selected in the Documented by field on an open call that has been moved to the server by SyncNet, the next time you log on to EMS Pro on a DEWS that call is listed in your Inbox; you can open it in the Call Entry window and add new information to it or edit existing information. What if the Documented by user isn’t selected or isn’t used for this? Some organizations might not use the Documented by user for call routing. Or sometimes you might simply forget to set this option. In either case, the call is then sent to another person (called the Alternative user) who has been designated to receive that type of open call. That person will probably move your open calls to you, so that you can continue working on them on a DEWS. EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › The mysteries of call routing revealed 93 Clearing calls So far this chapter has been focused on medics who work on mobile computers. But usually there are other people who also work on the calls, for example, supervisors, billers, trauma reviewers, and QA reviewers. They typically work on DEWS, the Direct Entry Workstations that are connected to the EMS Pro server via the network. In some cases, medics might also add or work on calls on a DEWS. In that case, there is usually another option enabled on the main window’s toolbar labeled Clear. Clear You can’t have it yet!… Okay, now you can have it Because a DEWS is connected to the EMS Pro server, it is controlled by the server. Every so often (how often depends on how your organization has set up this feature), the EMS Pro system (via a utility called SyncNet Server) looks in all the Inboxes on the network, grabs any calls that are ready to be routed, and routes them to the next user in their route. But what does “ready” mean? If a user doesn’t have the Clear option, it means as soon as the call has been closed. That could be bad. For example, you might close a call and want to move it to a different user than it would normally be routed to, but the call routing feature might just grab it and whisk it away before you have a chance to do that. Clear to the rescue! When the Clear option is enabled for you, you get to decide when to route a call to the next user. The call won’t be routed until you clear it, even if it is closed. When you are ready to let the call go, select it in the Inbox, click Clear, and away it goes. Note: The Clear option is usually disabled for medics because they don’t need it when they are working on mobile computers in the field. They control when a call is uploaded by deciding when to run SyncNet. 94 EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › Clearing calls The fine print: how call routing handles open calls on a DEWS Call routing never touches any call that is in use (in other words, any call—open or closed—that a user is adding, editing, or viewing in the Call Entry window). For most types of users, call routing also doesn’t touch open calls. However, there is an exception for one type of user, called the First User type. That’s the user type that typically creates new calls in your organization, almost always the medic user type. If you are a First User type user, you are working in EMS Pro on a DEWS, and you have an open call in your Inbox, the way call routing handles it depends on who is selected as the Documented by user in the call (see Documented by/Call completed by field on page 49): • If you are selected as the Documented by user in the call, it is left in your Inbox. • If someone else is selected as the Documented by user in the call, call routing routes the call to that person’s Inbox. • If no one is selected as the Documented by user in the call, call routing routes the call to another person (called the Alternative user) who has been designated to receive any open calls that don’t have a Documented by user. EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › Clearing calls 95 Action required (the knucklehead option) When a supervisor is reviewing a call, if they find something wrong with it—such as incomplete, missing, or incorrect information—they can add a “Hey knucklehead!” comment to it and then manually send it back to the user who created it as an actionrequired call. (Note: The Action Required option is part of the Copy Call privilege.) To make a call an action-required call: 1. Select the call in the Inbox. 2. On the Action menu, click Action Required. 3. In the Select User to Receive Call dialog box, select the user type to open a list of users, and then select the knucklehead to whom you want to send the call (actually, a copy of the call is routed to that user). 4. Add a comment to it explaining what action needs to be taken. 96 EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › Action required (the knucklehead option) 5. The call is locked in your Inbox until the knucklehead fixes and closes it (and clears it, if they have the Clear option). While it is locked, you can’t move it or clear it. Medic supervisor Call is locked 6. The next time the knucklehead logs on to a DEWS, it is listed in their Inbox as an open call with the comment symbol ( ) and the status “Action.” Medic (now logged on to a DEWS) Action call status Because the call is an open call again, the knucklehead can open it in the Call Entry window and work on it. EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › Action required (the knucklehead option) 97 Just what is a copy of a call? Alright, we confess, we’ve been tricking you all this time. There never really is such as thing as a call in anyone’s Inbox. The calls are really always in the EMS Pro database (either a standalone—or remote—database on mobile computer, or the main database on the EMS Pro server). All those doohickeys listed in the Inbox are actually just links to the calls in the database. All these doohickeys listed in the Inbox are actually just links to the calls in the database A copy of a call (a call with the status “Action” or “Copy”) is actually just another link to the same call. When a user closes (and clears, if applicable) a copy of a call, that second link is simply eliminated. Isn’t it dangerous to have multiple links to the same data? No. Because if one user has opened the call in their Call Entry window, the EMS Pro system sees the call as in use. If another user then attempts to open their link to that same call in their Call Entry window, they’ll get a message that the call is locked by the first user. In that case, they can choose to view the call in read-only mode, or to cancel opening the call. 98 EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › Action required (the knucklehead option) 7. Once the knucklehead has fixed and closed the call, the status in your Inbox changes to “Returned.” At that point, you can work on the call, close it, move it, or clear it, as appropriate. Medic supervisor Returned call status You can use the Action required option for other reasons Okay, we confess, we misled you again. This is not really the “knucklehead option.” In fact, you can use this option whenever you need to ask someone else to have a look at a call. For example, you could send it to another supervisor with a comment, “Could you take a look at the interventions on this call and let me know if you think they follow protocol correctly?” The call remains locked in your Inbox until the other user clears it out of their Inbox. EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › Action required (the knucklehead option) 99 Copying and moving calls You can also send a copy of a call to another user (without an action required), or move a call to another user, bypassing the normal call route. Send a copy of a call to another user Hint › If you haven’t read the note, Just what is a copy of a call? on page 98, you should read it before you go through this section. If you have the Copy Call privilege, you can send a simple copy of a call to another user (without an action required). In that case, the call is not locked in your Inbox, and the user who receives the copy can do whatever they want with it (based on the privileges and security rights they have). They can: • View and edit it. • Copy or move it to another user. • Copy it to another user with an action required. • Or they can simply clear it, in which case the copy link is simply discarded. 1. Right-click the call in your Inbox, and then click Copy on the shortcut menu. 2. In the Select User to Receive Call dialog box, select the user type to open a list of users, and then select the use to whom you want to send a copy of the call. • The original link to the call remains in your Inbox with the same status. • A copy link is displayed in the recipient’s Inbox with the “Copy” status. Move a call to another user In some cases you might need to bypass the normal call route and move to a call to a different user than would normally receive it next. If you have the Move Call privilege, you can move any call in any status, whether it is open or closed. 1. If you want to move a call, don’t clear it. Instead, right-click it in your Inbox, and then click Move on the shortcut menu. 2. In the Select User to Receive Call dialog box, select the user type to open a list of users, and then select the use to whom you want to move the call. The link to the call is removed from your Inbox and is displayed in the recipient’s Inbox, with the “Unread” status. 100 EMS Pro 3.42 User’s Guide Chapter 3: Hey, where did my calls go? › Copying and moving calls Chapter 4: SyncNet SyncNet Here’s the thing: there are a lot of different ways you might connect to the server in order to run SyncNet. The most common method is discussed in the Basics chapter: see Send your shift’s call information home (run SyncNet) on page 83. From here to there (and back again)! If you are using one of the other methods, you’ll probably want to explore this chapter. The following illustration shows six common ways you might connect to the server. EMS Pro Server Master database Dial-up modem or WAN connection LAN 1 Mobile computer (MU0001) Direct connection (PC card, USB, docking station) Server with RAS 4 DEWS MU0001 remote database 2 Dial-up modem connections 6 DEWS on Terminal Server Remote Terminal Server Client 3 Direct connection (serial cable) 5 Mobile computer (MU0002) Desktop PC with remote database (PC0001) Mobile computer (MU0003) MU0002 remote database PC0001 remote database MU0003 remote database EMS Pro 3.42 User’s Guide Chapter 4: SyncNet › From here to there (and back again)! 101 EMS Pro remote database vs. master database It’s important to understand this. When you work in EMS Pro, you’ll either be working on a computer that has a EMS Pro remote database or one that is using the EMS Pro master database. Mobile computer or PC with a remote database If your computer has a remote database, you don’t need to be connected to the EMS Pro server to use EMS Pro. If you are using a mobile computer in the field, you are using a remote database computer. A desktop PC can also be configured as a remote database computer. For example, if you work out of a remote station, you might add your calls on a desktop PC with a remote database, and then upload your call information via a dial-up connection. There are three ways to connect a remote database computer to the EMS Pro server: • A dial-up connection • A serial cable connection to a DEWS (or the EMS Pro server) • A direct connection to the server via the network using a PC Card, USB, or docking station (a remote database computer that is directly connected to the server via the network still uses its own database) Direct Entry Workstation (DEWS) If your computer uses the EMS Pro master database, it is a DEWS. Typically, a DEWS is a desktop workstation connected to the EMS Pro server via the network. It can also be a remote workstation running Terminal Services client that is connected via a WAN to a DEWS on a Terminal Server. What’s the difference for SyncNet? On a remote database computer, you must run SyncNet to upload the call information from the remote database computer to the master database on the EMS Pro server. Because a DEWS is connected to and uses the master database, it’s not necessary to upload call information from a DEWS. With either type, you must run SyncNet to download things that need to be updated, such as modified reports and software service packs. As part of the SyncNet download process, a remote database computer also automatically downloads EMS Pro system changes made in Administration, for example, changes to the forms. That’s not necessary for a DEWS, which immediately sees those changes in the master database. 102 EMS Pro 3.42 User’s Guide Chapter 4: SyncNet › From here to there (and back again)! Start SyncNet 1. Double-click the SyncNet desktop icon. – or – On the Start menu, point at the Programs folder, the RescueNet folder, the EMS Pro folder, and then click SyncNet. 2. Make sure you can establish a connection to the server: • If you are using a standard modem, make sure it is connected to a phone line. • If you are using a serial cable connection, make sure the cable is connected to a DEWS or the server. • If you are using a PC card, USB, or docking port connection to the server via the network, make sure the connection is active. • If you are working on a Terminal Server client, your connection to the Terminal Server is already active. 3. In the SyncNet dialog box, click Start. EMS Pro 3.42 User’s Guide Chapter 4: SyncNet › From here to there (and back again)! 103 What does SyncNet do? The single most important thing it does is to upload call information from a remote database computer to the server. But it also does a lot of other important things for you. SyncNet on a remote database computer Here’s the sequence of what SyncNet does on a remote database computer. (For the really nitty-gritty details, see the EMS Pro Administrator’s Guide.) 1. Checks status of calls. Checks for open calls in your database. 2. Decides how to proceed. If there aren’t any open calls, SyncNet proceeds to step 3. – or – If SyncNet finds open calls in your database, it proceeds based on which of the four methods your organization has selected to use (you might want to your method): Open call option A. All the calls in the pending shift(s) are uploaded to the server, regardless of whether they are open or closed. SyncNet proceeds to step 3. Open call option B. Only the closed calls in the pending shift(s) are uploaded to the server. Any open calls are left in the EMS Pro database on your computer. SyncNet proceeds to step 3. 104 EMS Pro 3.42 User’s Guide Chapter 4: SyncNet › From here to there (and back again)! Open call option C. If there are open calls in any pending shift, a warning is displayed. You can choose whether you want to continue and upload all the calls to the server, or exit the SyncNet process and take care of those calls that aren’t closed yet. 1) If you select Yes, SyncNet proceeds to step 3. 2) If you select No, SyncNet stops, and the “SyncNet Operation Stopped” message is displayed in the SyncNet dialog box. • You can start the process again by clicking Retry. • You can close SyncNet by clicking Exit. EMS Pro 3.42 User’s Guide Chapter 4: SyncNet › From here to there (and back again)! 105 Open call option D. If there are open calls in any pending shift, none of the calls in that shift are moved to the server. However, you are given the option to upload any other pending shifts (if there are any) that contain all closed calls. Note: If there are other shifts pending on your computer—for example, the crew on the shift before you didn’t have time to run SyncNet before they handed the computer over to you—SyncNet deals with all of the pending shifts while it is running. 1) If you select Yes, SyncNet proceeds to step 3. 2) If you select No, SyncNet stops, and the following message is displayed: When you click OK, the “SyncNet Operation Failure” message is displayed in the SyncNet dialog box. 106 EMS Pro 3.42 User’s Guide Chapter 4: SyncNet › From here to there (and back again)! To view a list of the open calls that were not uploaded, you can click Details. 3. Creates backup of remote database. SyncNet makes a backup copy of your EMS Pro remote database and saves it on your computer. 4. Attempts to connect. SyncNet attempts to connect to the EMS Pro server. a) First, it looks for an established connection to the network the EMS Pro server is located on. If SyncNet finds a connection, it proceeds to step 5. b) If there is not an established connection to the network the EMS Pro server is located on, SyncNet attempts to find a dial-up connection that has been configured as the dial-up connection you want SyncNet to use. If SyncNet finds a dialup connection specified, it attempts to establish that connection. If it succeeds, SyncNet proceeds to step 5. EMS Pro 3.42 User’s Guide Chapter 4: SyncNet › From here to there (and back again)! 107 c) If SyncNet is unable to establish a connection, the Connection Status dialog box is displayed. 108 • You can make another attempt to connect to the currently selected connection by clicking Dial. If it succeeds, SyncNet proceeds to step 5. • You can attempt to connect to a different connection by selecting it in the Connection Name box, and then clicking Dial. If it succeeds, SyncNet proceeds to step 5. • You can monitor the details of a connection attempt by clicking Details. • You can cancel the connection attempt by clicking Cancel. If you cancel, the “SyncNet Operation Stopped” message is displayed in the SyncNet dialog box. You can start the process again by clicking Retry, or you can close SyncNet by clicking Exit. EMS Pro 3.42 User’s Guide Chapter 4: SyncNet › From here to there (and back again)! 5. Synchronize time. Once SyncNet establishes a connection, the first thing it does is synchronize the time on the remote database to the server time. This ensures that you are using the correct time when you are time stamping calls. 6. Locks shift(s) and creates Shift Pack(s). This happens behind the scenes. SyncNet locks any pending shifts so they can’t be changed, and then creates a file called a Shift Pack containing all the call information in each shift. 7. Uploads call information (Shift Packs) to server. SyncNet sends a copy of the Shift Pack(s) to your EMS Pro server. The speed of this step depends on your connection, but it typically doesn’t take very long. a) At this time, if SyncNet finds any unlinked ZDC cases in your database, a message is displayed asking if you want to upload those unlinked cases. (For more information, see ZDC case data on page 132.) b) When it has finished, it moves the copy of the Shift Pack(s) still on your computer to a backup folder. Everything is always safely tucked into bed every step of the way, so you’ll never lose the data that represents your hard work. EMS Pro 3.42 User’s Guide Chapter 4: SyncNet › From here to there (and back again)! 109 What happens if the upload process is interrupted? There are two possibilities: • If you stop the upload before it is finished, the “SyncNet Operation Stopped” message is displayed in the SyncNet dialog box. You can start the process again by clicking Retry, or you can close SyncNet by clicking Exit. • If the process is interrupted (for example, the dial-up connection is dropped), the “SyncNet Operation Failure” message is displayed in the SyncNet dialog box. To view a list of the open calls that were not uploaded, you can click Details. Shift locked. In either case, the shift that was being uploaded might still be locked on your computer (see step 6). That is indicated by a special symbol that looks like a computer monitor inside a red circle and slash. Shift locked. The shift remains locked until the next time you run SyncNet and successfully upload the Shift Pack. 8. SyncNet downloads stuff, if needed. Next SyncNet looks for stuff on the server that needs to be downloaded to your computer (the “back again” in the subtitle of this chapter). Important! Call information is never downloaded to a remote database computer. But some other important stuff might be, including: • Re-extracted database. If your administrator has re-extracted your database, it is downloaded and re-installed on your computer. You don’t need to worry about this beyond knowing that if there is a problem with your database, this is how your administrator can fix it. It just happens. Since your call data (in the Shift Packs) has been safely moved to the server AND backed up on your computer, there is no danger in re-installing your database at this point. You won’t lose anything. 110 EMS Pro 3.42 User’s Guide Chapter 4: SyncNet › From here to there (and back again)! • File Packs. An EMS Pro administrator can create packages of files, called File Packs, which typically contain updated reports, and might also contain new HTML pages to be added to your EMS Pro Bulletin Board. SyncNet downloads and installs any new File Packs. • Service Packs. Whenever there are software upgrades or service packs for EMS Pro, they are installed on the server first. As part of the installation process, a Service Pack file is created for the remote database computers. If there is a Service Pack, SyncNet downloads it, and then displays a message that it is about to install the service pack or upgrade and that you must restart SyncNet after it is installed. Then it proceeds with the installation of the Service Pack, at the end of which you should restart Windows. Once you’ve restarted Windows, you should restart SyncNet. When it runs again, it skips any steps that don’t need to be repeated such as downloading File and Service Packs. • Admin Packs. Whenever an EMS Pro administrator makes changes to EMS Pro that need to be made on remote database computers too (like changes to the forms), they are saved in an Admin Pack. If there is an Admin Pack, SyncNet downloads it and adds the changes to your database. 9. SyncNet disconnects from the network. When all of the data and message uploads and downloads are finished, SyncNet disconnects from the network and, if it was using one, terminates your dial-up connection. 10. The call information that was uploaded is deleted from the remote database. SyncNet then deletes each locked shift and all of its call information from your remote database, so that the next shift can start fresh. This is only done if the Shift Pack was successfully uploaded, and only after a backup of your remote database was made and a copy of the Shift Pack file was stored on the local computer. If you are running SyncNet after each call, an option can be set in Administration to delay deleting any shifts until 48 hours after a shift was created. 11. WinFax Pro fax numbers, if any, are processed. EMS Pro has a feature that enables you to use WinFax Pro to fax reports, for example, the reports that you need to give to the destination hospitals. The fax numbers must be added in Administration to the hospitals’ address information. New fax numbers are included in the Admin Pack download, and at this time, SyncNet adds those new fax numbers to the phone book in WinFax Pro on your remote database computer. 12. Any synchronization-related error messages are displayed. Finally and if necessary, SyncNet displays any error messages related to the synchronization. For example, it alerts you if SyncNet Server was suspended on the server, and therefore it was unable to download any Admin Packs, File Packs, or Service Packs. EMS Pro 3.42 User’s Guide Chapter 4: SyncNet › From here to there (and back again)! 111 SyncNet on a remote database computer The way SyncNet runs on a DEWS is affectionately known as Dr. Dewslittle. Because a DEWS must always be connected to the server and accesses the master database, SyncNet only needs to download any File Packs and Service Packs. This works in the same way as it does when SyncNet is running on a remote database computer, as was discussed previously. 112 EMS Pro 3.42 User’s Guide Chapter 4: SyncNet › From here to there (and back again)! Chapter 5: Other stuff Other stuff Now that you know everything there is to know about creating calls and using SyncNet, there are a few additional features you might want (or need) to explore. Be an EMS Pro power user! • Call statuses (page 114) • Editing a crew (page 115) • Finding out who’s logged on (DEWS only) (page 117) • EMS Pro Bulletin Board (Help › Information) (page 118) • EMS Pro options (File › Options) (page 119) • Exit and reset (File › Exit and Reset) (page 120) • Faxing reports (page 121) • Import data from Nomad or from other CADs (including RightCAD) (page 123) • Incident transfer (File › Export) (page 126) • Searching for calls (page 129) • Viewing call history (View › History) (page 131) • ZDC case data: Import and link case data from ZOLL defibrillators (page 132) • Physio-Control case data: import and link case data from Physio-Control defibrillators (page 158). EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Be an EMS Pro power user! 113 Call statuses You can see the status of a call in the main EMS Pro window. Call status. Note: By default, this column is hidden on mobile computers, because the status is always “Read.” A status for every reason 114 • Read. A call has been viewed in the Call Entry window by the current user. • Action. Short for “Action Required.” A copy of a call sent to you by another user who requires you to take some action on the call. Usually, there is a comment that tells you what you need to do. For example, there might be some information missing, some data that you added incorrectly, or you might be asked to review some aspect of the call. • Returned. An action-required call that has been dealt with by the user you sent it to. • Copy. A copy of a call. You can work on a copy in the same way you can work on an original. For more information, see the note Just what is a copy of a call? on page 98. • Unread. A call that hasn’t yet been viewed in the Call Entry window by the current user. • Locked. Call is in use by another user. You can view this type of call in the Call Entry window, but you can’t add information to it or edit existing information in it. See also Action required (the knucklehead option) on page 96. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Call statuses Editing a crew You can change the shift information and have those changes be automatically applied to all calls on the shift. Hey, where did Betty go? For example, if you originally added Betty Beautiful as your other crew member (Medic #2 on the Shift Information form), but after you finish your fifth run and tenth cup of coffee you look over and realize that your partner is really Bud Uglymug, then you’ll need to do a crew correction to apply that change to all of the calls you’ve run. (And you know what? You should probably drink more coffee before you start your shifts!) Make a change to all the calls on a trip 1. To edit a crew, in the main window, click the Shift Info button on the main toolbar. 2. In the Crew Configuration dialog box, click the Edit Crew button. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Editing a crew 115 3. Because crew changes are applied to all calls on the shift, a warning message is displayed. If you don’t want the changes applied to all calls, you should open the call(s) you want to change and make the changes on the Shift Information form. 4. The regular Shift Information form opens. Make your changes. When you click OK, the changes are applied to all the calls on the shift. For more information, see Shift Information form on page 13. 116 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Editing a crew Finding out who’s logged on (DEWS only) When you are using EMS Pro on a DEWS and you want to check to see who else is logged on, you could stand up, shout “who else is logged on to EMS Pro on a DEWS,” and see who answers, but that would be embarrassing to you and annoying to your coworkers. To cut back on embarrassment and aggravation, you can use the handy Who’s Logged On? feature. Just click Help > Who’s Logged On? from the main window. The License Information dialog box opens and you can view a list of everyone currently logged on to EMS Pro at a DEWS. The Active User list also shows users logged on to the Server and Data Export utilities. Identifies which application each person is using. List of everyone logged on to EMS Pro on a DEWS, the Server utility, or the Data Export utility. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Finding out who’s logged on (DEWS only) 117 EMS Pro Bulletin Board (Help › Information) EMS Pro includes an HTML-based bulletin board system (BBS) that your organization can use to communicate information to crew and staff members, and which you can view in a browser. Browse to the info you need 1. To open the EMS Pro Bulletin Board, in EMS Pro, open the Help menu, and then click Information. By default, the Bulletin Board includes the following pages: Index.html. This is the BBS home page, and includes links to the other pages, general memos, and list of frequently used telephone numbers. Crew Guidelines.html. Information on routine care, mass casualty incidents (MCI), multi-patient incidents (MPI), interventions, communications, medications, and trauma center/trauma team activation. EMSMemo.html. EMS memos. Hospitals.html. List of local hospitals, with address, phone #s, and hospital codes. NursingFacilities.html. A list of local nursing homes, with address and phone #s. Phone.html. An expanded list of telephone numbers. ProviderCodes.html. A provider code list, sorted alphabetically. ProviderCodes_SortbyCodes.html. The provider code list, sorted by code. 118 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › EMS Pro Bulletin Board (Help › Information) EMS Pro options (File › Options) 1. To open the EMS Pro Options dialog box, in EMS Pro, open the File menu, and then click Options. There are two option tabs in the EMS Pro Options dialog box: Defaults. These are the defaults that are used when you are adding call information in EMS Pro. Debug. For the most part, you can ignore this tab. If something is ever going wrong with your system, you IS guy or gal—you know, that nerdy one in the office—might ask you to select a debugging option on this tab so a history is made of everything EMS Pro does. That can slow the system down, so you only want to do this if you have to. Defaults 1. Systemwide defaults are set up by your administrator, but you can override any of them. For example, if you are working in another city, you can select that city as the default city, and then that new city is selected by default for addresses. Your overrides are stored on your mobile computer until you change them again. 2. To reset the defaults to the systemwide settings, click System Defaults. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › EMS Pro options (File › Options) 119 Exit and reset (File › Exit and Reset) The system remembers the user who previously logged on to the EMS Pro program, and displays that user in the Login dialog box the next time the program is started. If a user who doesn’t use passwords has been logged on, then the next time anyone logs on to the EMS Pro program (on the same computer) after that no-password user, the Login dialog box is skipped, and the user goes directly into the program with the identity and privileges of the no-password user. Who am I? 1. In that case, you can use the Exit and Reset command to exit the program and clear the previous user from memory. (Don’t you wish it were that easy to forget some of your old boyfriends or girlfriends?) 2. When you start EMS Pro again, the Login dialog box is displayed, and then you can select yourself and use your own password. 120 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Exit and reset (File › Exit and Reset) Faxing reports If you need to fax a run report, for example, to a hospital, there are two methods you can use: • Send your reports the easy way: WinFax Pro (page 121) • Send your reports the even easier way: EMS Pro Fax Server (page 122) Send your reports the easy way: WinFax Pro If you have a modem in your computer (either wireless or one you can connect to a land line), and you have Symantec® WinFax PRO® installed on your computer, you can directly send your faxes. 1. In the EMS Pro Print Report dialog box, select the WinFax PRO printer (it’s actually a virtual printer that prints to your modem). Select printer 2. Select the report you want to print, and then click OK. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Faxing reports 121 Send your reports the even easier way: EMS Pro Fax Server 1. If your operation uses the Fax Server utility to send Run reports to the destination hospital, when you select the destination hospital on the Hospital tab of the Outcome form, you can select the Fax report to hospital check box. Hint › It might even be selected by default when you pick the destination hospital. And then you can forget about it! 2. After you upload your calls to the master database using SyncNet, Fax Server finds any calls that need to be faxed, and sends them for you. See also Fax report to hospital on page 50. How quickly do you need to send the fax? When you use this method, faxes aren’t sent until after you have run SyncNet. If a fax is time critical, you must run SyncNet ASAP in order to ensure that EMS Pro Fax Server receives it and can send it out right away. 122 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Faxing reports Import data from Nomad or from other CADs (including RightCAD) If your operation uses the Nomad™ wireless communications system, you can use the Nomad Data Import feature to import dispatch information into the EMS Pro system, and create a call. You can also import data from another CAD system, including RightCAD, if your Administrator has configured your system to allow such imports. When this feature is enabled, you can import dispatch information into EMS Pro from a Nomad computer via a serial cable connection or from RightCAD or another CAD system by clicking Nomad. Nomad, EMS Pro, and RightCAD are components of the RescueNet™ suite of software, which provides centralized operational systems including computer-aided dispatch, reimbursement and collections, field data collection, mobile data, medical devices, and Internet resources. Wireless communication with base When this feature is enabled, a Nomad button is displayed in the toolbar of the EMS Pro Main window. 1. Establish a serial cable connection between the Nomad Wireless computer and your EMS Pro computer. 2. The current call in Nomad is the one that EMS Pro imports. 3. In EMS Pro, you can import the calls by clicking the Nomad button. – or – On the File menu, you can select Import Nomad Data. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Import data from Nomad or from other CADs (including RightCAD) 123 4. The calls are imported into your Inbox. The information that is imported from Nomad Basic call information: • Run number • Nature of call • Assisting agency • Drop-off facility name, address and phone number • Pick-up facility name, address and phone number • En route, at scene, and at destination mileages • Incident date and time, as well as time stamps: call received, dispatch, en route, at scene, depart scene, at destination, and available. Patient information: 124 • Patient name, date of birth, SSN, sex, race, address, and phone number • Name of patient's doctor • Guarantor name, SSN, address, phone number, and relationship to patient • Name, address, and phone number of patient’s employer • Payor name, address, phone number, group number, and policy number for up to three payors EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Import data from Nomad or from other CADs (including RightCAD) Importing data from RightCAD or another CAD system If your system is configured to import data from RightCAD or another CAD system, the Nomad button is reconfigured to start the import interface that was designed for your CAD system. To import data from RightCAD: 1. When there is a pending call that has been exported from RightCAD, your dispatcher will notify you and provide you a run number. 2. Click the CAD import (Nomad) button. The Trip Run Number dialog box appears: 3. Enter the run number your dispatcher gave you. 4. EMS Pro imports the dispatch information from RightCAD and fills it in automatically. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Import data from Nomad or from other CADs (including RightCAD) 125 Incident transfer (File › Export) Using the Incident Transfer feature, you can copy or move calls between remote database computers connected by serial cable or via infrared (IR). Incident transfers Desktop PC with remote database (PC0001) PC0001 remote database Incident transfer via cable Mobile computer (MU0003) Incident transfer via cable MU0003 remote database Mobile computer (MU0004) MU0004 remote database For example: • If your mobile computers are turned around at the end of each shift and sent right back out with the next crew, you’ll want to avoid delaying the next crew while your crew finishes up its calls. If you have access to a PC with a remote database at your location, you can connect your mobile computer to it with a serial cable or via IR, transfer your calls to it, and then finish working on your calls on that PC. • If you are at the scene and need to hand off a patient for whom you have begun to add call information to another crew, you can connect the two mobile computers with a serial cable or via IR, and then transfer the incident. Get rid of…er, give a call to another user 1. Connect the two computers by a serial cable or via IR. 2. In EMS Pro on the receiving computer: a) Open the File menu, point to Incident Transfer, and then click Import. b) A small Transfer dialog box opens. Click Listen. 126 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Incident transfer (File › Export) 3. In EMS Pro on the sending computer (optionally, you can be logged in as yourself on both computers): a) Select the calls you want to transfer. b) Open the File menu, point to Incident Transfer, and then click Export. c) The Transfer dialog box opens. If necessary, select a different COM port and type of operation: Copy or Move. (Move means it is deleted from your computer after it is successfully copied to the other computer). Depending on how your agency has set this feature up, the operation might be preselected and dimmed. 4. To transfer the selected calls, click Transfer. • In EMS Pro on the sending computer, in the Transfer dialog box, a progress shows the call(s) being exported. • In the Transfer dialog box on the receiving computer, when the progress bar shows that the transfer is finished, click Close to end the connection. Note: When a call is transferred to another computer, the shift information isn’t changed. If necessary, the user on the receiving computer might need to change the shift information on the call to their own shift information by using the Crew Correction option. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Incident transfer (File › Export) 127 Multiple Inboxes This option enables you to work with multiple call queues, so you can open the Inbox of other users, as long as you have the other users’ passwords. Morph yourself into other users This privilege is typically granted only to supervisors or managers who need to review the Inbox of other users, for example, if the other users are on vacation. The privileges of the initial user remain in effect even as that user opens the Inbox of other users. The Inbox toolbar (meets Penn and Teller) The Inbox toolbar is only displayed in the EMS Pro program if a user has Multiple Queue privileges (See EMS Pro privileges on page 38 of the EMS Pro Administrator’s Guide). It provides a way for a user to change to another user’s Inbox, for example, if the first user needs to take care of the other’s work while that user is out of the office. To display the Inbox toolbar, just put on your magician’s white glove, and click either the Call or Inbox toolbar button label. (EMS Pro makes life so easy for you! When you point at either label, the magician’s white glove is automatically put on your cursor for you!) The Inbox toolbar zooms over until it is fully displayed. Isn’t that a cool trick! Then you can select another user in the Inbox box, and Presto!, you can turn yourself into that user. To return the Inbox toolbar to its original position, just click either the Call or Inbox toolbar label again. 128 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Multiple Inboxes Searching for calls If you have this privilege, you can search on any combination of the search parameters. The option to search by agency is typically not available, but will be if the EMS Pro administrator has granted you that privilege. How to find a specific grain of sand on the beach In the preceding illustration, all of the search parameters are selected. When you first open the Search tab, none are selected. Typically, you’ll only search on one or two. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Searching for calls 129 To perform a search: 1. Select the parameter(s) you want to use, and select or type the appropriate data. For example, you might want to do a search based on the call received date and the patient’s name. Note: If you are searching for a single run number, you can enter that number in the Start text box and leave the End text box blank rather than entering a range with a start and end. 2. Click Find Now. 3. When the search is complete, the Search Results tab is opened displaying the matches. 4. You can right-click a call, and then: • Copy to your Inbox. A copy of the call is placed in your Inbox with the status “Copy.” You can work on a copy in the same way you can work on an original. For more information, see the note Just what is a copy of a call? on page 98. • Open in the Call Entry window. You can view the original call in your Call Entry window. • Print a run-type report for the call. This option opens the EMS Pro Print dialog for run reports. For more information, see Print Patient Care reports on page 79. • View the call’s history. Find out what the call has been up to. For more information, see Viewing call history (View › History) on page 131. • If you’re bored…you can also choose the “view,” which is how the calls are displayed in the window (large icons, small icons, list, or details). Note: The ability to copy a call to your Inbox and print a run-type report for a call is only available if you EMS Pro administrator has granted you that privilege. 130 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Searching for calls Viewing call history (View › History) At any time, you can check up on what a call has been up to. For example, if you think the call has been hanging around with unsavory people, this is where you can find out. 1. Right-click the call in your Inbox, and then click History on the shortcut menu. The History dialog box for the call opens. Aha! That’s what happened! In the History dialog box, you can see the comments and addenda that were added to the call, when they were added, and who added them. You can also view the call’s flow, in other words: • Who created it. • Which users it has been moved to, copied to, or copied to with action required. • What changes have been made and who made them. • Who, other than the original user, viewed the call and when they viewed it. Each flow entry is indicated by a symbol of a sheet of paper with a red arrow, and shows the associated date and time. You can toggle the types of history entries on and off by clicking Flow, Comments, or Addendum. If you can’t easily read the description of a history item, you can open the description in a text box by selecting the item, then clicking Detail. If other users might be working on the call, you can view any history updates by clicking Refresh. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing call history (View › History) 131 ZDC case data ZOLL Data Control (ZDC) is a component of the RescueNet suite that you can use to access, view, annotate, maintain, and print incident data recorded by ZOLL M-Series, 1600, and 1700 defibrillators, as well as to print statistical reports based on that data. Import and link case data from ZOLL defibrillators You can import ZDC data directly to your mobile computer, link that data to a patient, view the ECG and associated data in the ZDC Case Viewer, print case-related reports, and upload the data to the server via SyncNet. Information about viewing case data › Viewing cases in ZDC Case Viewer on page 142. Overview Easily import the data via serial cable or by reading a PC memory card Depending on the model of the defibrillator and mobile computer you are using, you can import case data via a serial cable connection or by reading a PC memory card. ZDC case data download via serial cable or PC memory card to EMS Pro mobile computer. ZOLL defibrillator EMS Pro mobile computer While you still in the field, you can then link the data to the patient in EMS Pro. If you do link the data, ZDC Import automatically adds the time stamped interventions and vital signs that were captured by the defibrillator to the EMS Pro call for the patient. An in-depth, portable view Using the ZDC Case Viewer, you can review the entire ECG waveform, a magnified portion of it, or even an animated version. You can also look at any 12-Lead data associated with the case, as well as basic case data such as the RescueNet Global Case ID number, a universally unique identification number that ZDC assigns to every case. The ID is a combination of the incident date/time and the serial number of the defibrillator that recorded the incident. 132 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › ZDC case data The capability to print resuscitation event-related reports When you print your run reports, you can optionally also print the ZDC Resuscitation Case Events Report, which lists the defibrillator events that have been imported. (Or an administrator can configure your Run Report so that the data is included as a subreport right on the Run Report.) In addition, when you print the Run report, you can optionally choose to print the 12Lead ECG Report and/or the Summary Disclosure ECG Report at the same time. So, for example, it’s easy for you to give that data to the ER staff. Moving the ZDC data to the server is as easy as running SyncNet When you run SyncNet, any imported ZDC case data (whether or not it is linked to a patient) is automatically uploaded together with the Shift Packs. When SyncNet Server processes your Shift Packs, any ZDC case data that was linked to a patient is added to the EMS Pro master database, and can be viewed on a DEWS. Download ZDC case data from a ZOLL defibrillator Here’s a more detailed look at the process of downloading ZDC case data from a ZOLL defibrillator to an EMS Pro mobile computer (or DEWS). Hint › See your ZOLL defibrillator manual for more information about how a ZDC incident is recorded on a PC memory card by a ZOLL defibrillator. 1. With EMS Pro running on a mobile computer (or DEWS), you can open the ZDC Import utility by clicking the Import / Link ZDC Data button. – or – You can select the File › Import / Link ZDC Data menu command, either in the Main or Call Entry window. Note: To use the ZDC Import feature, the ZDC API software must be installed on all your mobile computers and DEWS, as well as on your EMS Pro server. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › ZDC case data 133 2. If you have installed the ZOLL 12-lead viewing software, the ZOLL Data dialog box opens: a) Click Download Defib Record to open the Import / Link ZDC data dialog box. b) Click Launch Digital 12-lead to open the 12-lead viewing software. 3. If you do not have the 12-lead viewing software installed, the Import / Link ZDC data dialog box opens with the Import ZDC Case Data tab selected. a) If the ZDC Import Wizard feature has been set up in EMS Pro Administration to allow users to configure the options, you can set where the file should be saved, and you can select the type of download or import to use. However, these setting are typically configured in Administration, and aren’t changed in the field. Note: Depending on the model of the defibrillator and mobile computer being used, the ZDC case data can be downloaded from the PC memory card to the EMS Pro mobile computer via a serial cable connection between the defibrillator and the mobile computer, or by using a PC memory card reader attached to 134 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › ZDC case data the mobile computer to read the PC memory card from the defibrillator. It is also possible to import ZDC case data from a ZDC card file, although this typically won’t be done on a mobile computer. 4. Once the options are correctly set, to start the import, click the Import button. The status of the import is displayed in the Import ZDC Cases section. Link ZDC case data to a patient 1. Once the import is successfully completed, a message is displayed: “ZDC data import completed successfully.” When you click OK to close the message dialog box, the Link ZDC Cases to Patients tab is displayed. All of the calls for the shift are listed by patient in the left box (including patient sex and call received time), and all of the unlinked imported ZDC cases are displayed in the right box. If the Allow users to delete unlinked cases feature is enabled in EMS Pro Administration, you can delete any unlinked cases. 2. When you select a patient and an unlinked ZDC case, the Link button is enabled. Click the Link button to add the ZDC case data that is related to the patient’s care to the call in EMS Pro (including vital signs, shocks, 12-Lead data captures, and code EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › ZDC case data 135 marker data captures, which can indicate interventions such as CPR, IV, intubation, and drugs administered). The progress of the linking process is displayed in the Status section. DEWS hint › When you link on a DEWS, the interventions and vital signs aren’t automatically created. Instead, a message asks, “Do you want to automatically create interventions and vital signs in EMS Pro that were captured on the defibrillator?” By default, Yes is selected. 3. Once the link is successfully completed, a message is displayed: “ZDC case successfully linked.” When you click OK to close the message dialog box, the linked case is displayed in the tree beneath the patient it is linked to. View cases using ZDC Case Viewer Once a case has been linked, you can use the ZDC Case Viewer to view the entire ECG waveform, a magnified portion, or even an animated version. You can also look at any 12-Lead data associated with the case, as well as basic case data such as the RescueNet Global Case ID number, a universally unique identification number that ZDC assigns to every case. 1. To view linked ZDC case data, either select the call in EMS Pro Main window, or open the call in the Call Entry window, and then click the ZOLL Data Control menu command (on the View menu in the main window and the Patient menu in the Call Entry window). 2. The ZDC Case Viewer opens with any cases that have been linked to the current patient during the current shift displayed in the ZDC case tree on the left. Note: If you have installed a version of the ZOLL case viewer that more recent that version 2.62, the screens that you see may differ from those shown here. For 136 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › ZDC case data instructions specific to the version of the case viewer that you installed, refer to the documentation that was installed with the software. The ZDC case tree is sorted by date, patient name (on a remote database computer, this is always “<Unknown>”, and then by RescueNet Global Case ID numbers. Each case has its own ID number, and under that branch, all of a case’s ECG events are displayed. The ECG waveforms and associated data are displayed on the right side. For more information, see Viewing cases in ZDC Case Viewer on page 142. Note: If you are using a database version of ZDC, when the case data is later processed by SyncNet Server, it automatically adds the patient name to the case in the ZDC database. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › ZDC case data 137 Print case-related reports 1. When you print your run reports, you can optionally also print the ZDC Resuscitation Case Events Report, which lists the defibrillator events that have been imported. (Alternatively, your Run Report might have been configured so that the data is included right on it as a subreport.) 2. Optionally, when you print the Run report you can choose to print the 12-Lead Summary and/or either the Full Disclosure or Summary ECG Report at the same time by selecting the appropriate check boxes at the bottom of the dialog box. The Summary strips are similar to the Full Disclosure strips, except they are only printed for ECG events. If you choose to print a Full Disclosure with Time Ranges ECG Report, you can specify which time ranges are printed by event or by specifying time ranges: a) In the Print ECG box, select Full Disclosure with Time Ranges. b) Click Select Times. c) In the Full Disclosure ECG Report Time Ranges dialog box, select a ZDC case. 138 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › ZDC case data d) All of the events for the selected case are displayed in the Case events list. Select the events you want to print, and then move them to the Time ranges to be printed list by clicking Add. 1) Optionally, you can specify the number of seconds to be printed before and after the event, by default, 15 seconds. 2) Optionally, you can specify time ranges that are not necessarily eventrelated. Click Specify Time Ranges, and then type or select a start and end time. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › ZDC case data 139 Upload data to server via SyncNet 1. When you run SyncNet on your remote database computer to upload call information to the EMS Pro server, any imported ZDC case data (whether or not you linked it to a patient) is automatically uploaded together with the Shift Packs. • A backup of the full ZDC card file, which is a copy of the data that was on the defibrillator’s PC memory card, is kept on your remote database computer, by default for seven days. • A backup of the individual ZDC card files for each imported ZDC case is kept with the Shift Pack backup on your remote database computer, by default for 30 days. 2. The call information, including ZDC case data link information and any patient care-related ZDC case data that was added to the call, is added to the EMS Pro master database. 3. Any uploaded ZDC case data is also added directly to the ZDC database. The basic ZDC case data (ECG waveform, ECG events, 12-Lead data capture, and so on) that is added to the ZDC database is the same as what would be added if you used ZDC to download and create the case. a) If a case is linked to a patient, several patient-related fields that are captured in EMS Pro are also added to the ZDC database for that case, such as the patient name, gender, weight, date of birth, and run number. Note: If your organization is not using the full version of ZDC with a database, the ZDC case data card files are stored in a folder on the server, by default: C:\Program Files\Pinpoint Technologies, Inc\EMSPro\Data\ZDC. In that case, you can still review the incident data, such as the ECG waveform, ECG events, 12-Lead data capture, and so on. However, since there is no ZDC database, patient or case-related data can’t be added directly to the ZDC case data. You also won’t have access to advanced ZDC features such as waveform annotations, merging cases, and using RescueNet Reporting to produce prehospital and hospital cardiac arrest (Utsteinstyle) reports or performance and statistical reports based on the case data. 140 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › ZDC case data Importing, linking, and viewing ZDC data on a DEWS When you run EMS Pro on a DEWS, the ZDC Import feature has an added option: you can search for unlinked cases in the ZDC database or in saved card files, and then link them to a patient. The search option fields are displayed in the upper-right section of the Link ZDC Cases to Patients tab. 1. You can search for unlinked cases by case date or by run number range (the run number search is only available when you are using the full version of ZDC with a database). 2. You can also open the ZDC Case Viewer on a DEWS to view ZDC data that has been linked to a patient whose call with a linked case has already been added to the EMS Pro master database. In that case, the ZDC data that you can view—such as the ECG waveform and 12-Lead data captures—is retrieved from the ZDC database or the saved card file. Use the full version of ZDC to maintain your case data Once SyncNet Server has added ZDC case data to the ZDC database, you can use the full version of ZOLL Data Control (ZDC) running on a workstation to view and maintain the case. In the full version of ZDC, you can add annotations to the ECG waveform, and add EMS- and/or hospital-specific case data, from which you can generate both EMS (prehospital) and hospital Utstein-style reports, as well as other statistical and performance-oriented reports. For more information, see your ZOLL Data Control Reference Manual. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › ZDC case data 141 Viewing cases in ZDC Case Viewer Once a case has been linked, you can view its entire static ECG waveform, magnified segments of it, and also an animated version of it. The magnified view includes notations that were automatically added to the ECG waveform by the defibrillator such as therapies applied, defibrillator/pacemaker system status including alarms, the starting of analysis, 12-Lead data captures, physiological alarms, and shock advisement and delivery. You can also view 12-Lead information and 3 x 4 strips, as well as supplemental information such as the lead, mode, gain, heart rate, SpO2, EtCO2, RR, and NIBP values that are in effect at the centerpoint of the displayed segment of an ECG waveform. Open ZDC Case Viewer When you first open the ZDC Case Viewer, a list of the cases is displayed in a tree in the left pane of the window. The case tree is sorted by date, patient, and RescueNet Global Case ID number. Initially, no case is selected, so no ECG data is displayed. Date Patient Case, listed by the RescueNet Global Case ID Case ECG events No case selected 142 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer Navigating the case tree You can navigate the case tree using either your mouse or keyboard. You can open or close branches of the tree and select cases or ECG events. The highest level of the case tree is the incident date branch. Within that date branch are additional branches for: • The list of all the patients with cases on that date, including the patient <Unknown>, the name assigned to all cases to which the patient’s actual name has not yet been added to the case. When you are viewing cases on a remote database computer, the patient name is always <Unknown>. • The list of all the cases associated with each patient on that date. The cases are listed by their RescueNet Global Case ID number. If a run number has been added to the case, it precedes the ID number. • The list of each of the case’s ECG events, such as incident events, code marker or function key occurrences, and 12-Lead data captures. Display the contents of a branch 1. You can display the contents of any branch by clicking the plus (+) sign to the left of the branch. For example, to display the events under a case ID branch, click the plus sign to the left of the RescueNet Global Case ID number. The tree expands to display all the ECG events, listed in time sequence, with the earliest at the top of the list. Note: You can also open and close branches of the cases tree using your keyboard. You can move into the tree from the toolbar or a case tab by pressing F6, move up and down the branches of the tree using your UP and DOWN ARROW keys, and open or close the selected branch by using your RIGHT and LEFT ARROW keys. Whenever your focus moves to a case ID, the case opens. If you want to bypass a case, you need to close the patient branch that contains the case, and then use your ARROW keys to move up or down to the next branch. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer 143 How to read full text labels in the case tree If you are unable to read the entire text of the RescueNet Global Case ID number or any of the ECG events in the left pane of the ZDC Case Viewer window, there are three ways you can see all of the text. 144 • You can scroll to the right using the horizontal scroll bar at the bottom of the case tree window. • You can let your mouse pointer pause over a text label for a couple of seconds, and then the entire text is displayed in a yellow ToolTip box. • You can expand the entire pane, by dragging the bar between the right and left panes. To drag the bar, move your cursor over the bar so that it turns into a double-sided arrow, click and hold your mouse button down, and then move your cursor and the bar to a new location. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer Viewing a case When you want to view a case, you can open the case with the view centered on the first ECG event (the Power On event), or any subsequent ECG event. Select a case or one of its ECG events 1. To open a case with the view centered on the first ECG event, click the case’s RescueNet Global Case ID number in the case tree. – or – To open a case with the view centered on any ECG event subsequent to the Power On event, such as another incident event, a code marker or function key occurrence, a 12-Lead data capture, or an annotation, click that item in the list of ECG events. 2. Once you select a case or an ECG event in the case tree, its data loads. The amount of time a case takes to load depends on the length of the case, the speed of your computer, and in the case of a networked system, the speed of your network. Longer cases can take up to a minute or longer to load. While the case is loading, a Retrieve Progress dialog box displays, which measures the time that is taken to retrieve the case data from your database and to prepare the data for loading into EMS Pro. For larger cases, the progress bar might pause for a short time during the retrieving process. a) If you want to cancel the loading of a case at any time during the retrieving or loading procedure, click Cancel in the Retrieve Progress dialog box. 3. Once a case has loaded, its ECG waveform is displayed in the right pane. • Entire ECG. If you originally selected a case ID, the first five 30-second strips are displayed on the Entire ECG tab, and the Power On event has the focus. The focus is indicated with a 6-second grid in the center of the middle strip. See View the entire ECG on page 147. • Magnified ECG. If you originally selected an ECG event, that event is directly displayed on a 6-second strip on the Magnified ECG tab. In addition, a reference strip displays the 6-second segment that you are viewing at the center of an 18-second segment. See View the Magnified ECG tab on page 148. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer 145 Identify the category of an ECG event by its icon There are several categories of ECG events, each represented in the case tree by a unique icon and on the waveform by colored text. Card-related events, which include power on, no data recorded, card inserted and identified, no audio recorded, are marked with a card icon and are noted on the ECG waveform in green text. Incident events include therapies applied, defibrillator/pacemaker system status, including alarm events, the starting of analysis, and shock advisement, and are marked with a wristwatch icon and are noted on the ECG waveform in red text. Shock delivery events are marked with a lightning icon and are noted on the ECG waveform in black text. 12-Lead data capture events are marked with a red “12” icon and are noted on the ECG waveform in red text. Code marker or function key occurrences indicate that a button has been pressed on the defibrillator, and are marked by a 2-button icon and are noted on the ECG waveform in red text. 146 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer View the entire ECG The Entire ECG tab displays five 30-second strips of the ECG waveform, with the center six seconds superimposed on a grid. Magnification cursor Beginning of waveform Scroll box End of waveform Scroll bar 1. Scroll the ECG waveform. You can scroll the ECG waveform by using the scroll bar at the bottom of the window: • To jump to the end or beginning of the ECG waveform, click the double-right or double-left scroll arrow button. • To advance or back up the ECG waveform 2 minutes (4 strips), click in the shaded area of the scroll bar to the right or left of the scroll box. • To advance or back up the ECG waveform 30 seconds (1 strip), click the right or left scroll button. 2. Magnify a segment of the ECG waveform. When you point at the ECG waveform with the mouse cursor, the cursor changes to a special magnification cursor, a long arrow pointing up. You can magnify any 6-second segment of the ECG waveform that is displayed by clicking on it with the magnification cursor. The section you are pointing at opens in a 6-second strip on the Magnified ECG tab. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer 147 View the Magnified ECG tab The Magnified ECG tab displays a magnified 6-second strip of the ECG waveform, superimposed on a 0.5mV × 0.2 second interval grid, with the start time, center point time, and end time noted: • If you move to the Magnified ECG tab window from the Entire ECG tab window by selecting the tab itself, the six seconds of the ECG waveform superimposed on the grid at the center of the entire ECG view becomes the 6-second magnified view. • If you move to the Magnified ECG tab from the Entire ECG tab by using the magnification cursor to click on a section of the entire ECG view, the three seconds before and after the data point you click on becomes the 6-second magnified view. If you move to the Magnified ECG tab by selecting an ECG event in the case tree, the three seconds before and after that event becomes the 6-second magnified view. Reference ECG waveform In addition to the magnified view, there is a reference ECG waveform view below it that is by default 18 seconds long, displaying the six seconds of the ECG waveform before and after the magnified section, as well as the six seconds you are viewing in the magnified view superimposed on a small reference grid. 148 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer Simple physiological parameters The simple physiological parameters displayed on the tab include heart rate, SpO2 (Arterial Hemoglobin Oxygen Saturation), EtCO2 (End Tidal Carbon Dioxide), RR (Respiration Rate), and NIBP (Non-Invasive Blood Pressure), including the mean and time for the NIBP reading. The values displayed are those that are in effect at the centerpoint of the displayed segment of the ECG waveform. Supplemental defibrillator-related information The supplemental defibrillator-related information displayed on the tab includes lead, mode, and gain values that are in effect at the centerpoint of the displayed segment of the ECG waveform. The possible values in each of these types depends on the defibrillator model that recorded the case: M-Series values Lead Mode Gain • Lead I • Off • 0.5 • Lead II • Standby • 1.0 • Lead III • Manual Pace • 1.5 • Pads • Manual Monitor • 2.0 • Lead AVR • Auto Monitor • 3.0 • Lead AFL • Auto Defib • Lead AVF • Manual Defib • Lead V1 through V6 • Illegal Pace Model 1600 or 1700 values Lead Mode Gain • Lead I • Standby • 0.5 • Lead II • Auto Defib • 1.0 • Lead III • Auto Monitor • 1.5 • Electrodes • Illegal Pace • 2.0 • Manual Defib • 3.0 • Manual Pace EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer 149 Notations and annotations The magnified view displays notations to the ECG waveform that were automatically added to it by the defibrillator such as therapies applied, defibrillator/pacemaker system status including alarms, the starting of analysis, shock advisement and shock delivery, and 12-Lead data captures. The magnified ECG also displays user-added annotations. 1. Scroll the magnified ECG waveform. You can scroll the ECG waveform by using the scroll bar at the bottom of the window: • To jump to the end or beginning of the ECG waveform, click the double-right or double- left arrow scroll button. • To advance or back up the ECG waveform three seconds (one-half of the magnified strip), click in the shaded area of the scroll bar to the right or left of the scroll box. • To advance or back up the ECG waveform in one-half second increments, click the right or left scroll arrow button. 2. Change the interval of the reference ECG waveform. Optionally, you can select a different interval—between 12 and 60 seconds—for the display of the reference ECG waveform. No-data-recorded and leads-not-connected indicators The waveform (Entire ECG, Magnified ECG and Reference) displays a dashed line at the bottom of the graph to indicate that no data was recorded during that portion of the graph, and a dashed line in the middle of the graph to indicate that the leads were not connected during that portion. Leads not connected No data recorded 150 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer Zoom in on a segment of the magnified ECG You can zoom in on any specific rectangular segment of the magnified ECG waveform. 1. Place the cursor at one corner of the area you want to zoom in on, click and hold the left mouse button down (the cursor changes into a cross hair), drag diagonally to the opposite corner (a shaded box forms), and then release the mouse button. The segment of the ECG within the shaded rectangle opens in a new window, superimposed on a 0.1mV × 0.04 second interval grid. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer 151 View the 12-Lead data captures Whenever 12-Lead data has been captured during an incident, it is displayed as an event in the case tree, and also on the magnified ECG. If you select the 12-Lead data capture event, you can view the 4 × 3 strip charts. If the 12-Lead measurement was analyzed during an incident, the interpretations and measurements are also displayed. To view a 12-Lead data capture event: 1. Select the 12-Lead data capture event in the case tree. 2. Once a 12-Lead data capture event is selected, the View 4 × 3 button is enabled on the magnified ECG, just below the magnified strip chart. Click the button. Alternatively, you can right-click the 12-Lead data capture event in the tree, and then select View 4 × 3 on the shortcut menu. The 12-Lead Event Analysis dialog box opens displaying the 4 × 3 charts and the associated interpretations and measurements, if any. 152 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer Strip charts The 12-Lead strip charts are 2.5 seconds each, superimposed on 0.5 mV × 0.2 second grids: 12-Lead Acquire The time intervals in parentheses (in seconds) for each lead reflect the times of the ECG data capture following activation of the Acquire operation (time = 0.0 at time Acquire softkey pressed). Standard • I (0.0 - 2.5) • aVR (2.5 - 5.0) • V1 (5.0 - 7.5) • V4 (7.5 - 10.0) • II (0.0 - 2.5) • aVL (2.5 - 5.0) • V2 (5.0 - 7.5) • V5 (7.5 - 10.0) • III (0.0 - 2.5) • aVF (2.5 - 5.0) • V3 (5.0 - 7.5) • V6 (7.5 - 10.0) Cabrera • aVL (0.0 - 2.5) • II (2.5 - 5.0) • V1 (5.0 - 7.5) • V4 (7.5 - 10.0) • I (0.0 - 2.5) • aVF (2.5 - 5.0) • V2 (5.0 - 7.5) • V5 (7.5 - 10.0) • –aVR (0.0 - 2.5) • III (2.5 - 5.0) V3 (5.0 - 7.5) • V6 (7.5 - 10.0) • 12-Lead Recorder On The times intervals in parentheses (in seconds) for the first two groups correspond to the 5 seconds prior to the activation of the Recorder operation, and the times for the last two groups correspond to the 5 seconds following the activation of the Recorder operation (time = 0.0 at time Recorder button pressed). Standard • I (-0.5 – -2.5) • aVR (-2.5 - 0.0) • V1 (0.0 - 2.5) • V4 (2.5 - 5.0) • II (-0.5 – -2.5) • aVL (-2.5 - 0.0) • V2 (0.0 - 2.5) • V5 (2.5 - 5.0) • III (-0.5 – -2.5) • aVF (-2.5 - 0.0) • V3 (0.0 - 2.5) • V6 (2.5 - 5.0) Cabrera • aVL (-0.5 – -2.5) • II (-2.5 - 0.0) • V1 (0.0 - 2.5) • V4 (2.5 - 5.0) • I (-0.5 – -2.5) • aVF (-2.5 - 0.0) • V2 (0.0 - 2.5) • V5 (2.5 - 5.0) • –aVR (-0.5 – -2.5) • III (-2.5 - 0.0) V3 (0.0 - 2.5) • V6 (2.5 - 5.0) • 1. Print charts. Optionally, if you are connected to a printer, you can print the 12Lead strip charts by clicking Print. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer 153 2. View magnified. To magnify a 12-Lead chart, click it. The chart is opened in a new window, with the 2.5 second waveform now superimposed on a 0.1 mV × 0.04 second interval grid. Interpretations and patient analysis If the 12-Lead data capture was an Acquire operation, the patient analysis and the following interpretation data are displayed (the interpretations are based on the 10 seconds of data collected, starting at time = 0.0 at time Acquire softkey pressed): • Vent. rate • RR interval • QT/QTc • P duration • QRS duration • P-R-T axes Measurements Again, if the 12-Lead data capture was an Acquire operation, the following measurements are displayed for each lead (the measurements are based on the 10 seconds of data collected, starting at time = 0.0 at time Acquire softkey pressed): 154 • PA • RA • RPA • STM • PPA • RD • RPD • STE • QA • SA • SPA • TA • QD • SD • STJ • TPA EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer Create and view an animated ECG waveform Once you have created a case, you can optionally create an animated version of the ECG waveform. Then you can play the animation as a video clip. Note: The process of creating an animated ECG is time consuming, and you can’t use EMS Pro for anything else while the animation is being created (if you need to, you can cancel the process of creating an animation at any time). 1. While you are viewing a case in the ZDC Case Viewer, move to the Animated ECG tab. The Create Animated ECG dialog box opens. An estimate of the time it will take to create the animation of the ECG waveform is displayed. Depending on the speed of your PC, creating an animation can take three times or more as long as the total length of the case itself. Note: A computer has to be specially configured to record the audio for ZDC cases, something that is usually only done on computers running the full version of ZDC. Typically, when you are using ZDC Case Viewer to create an animated ECG, you should always choose the Exclude the Audio option. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer 155 2. EMS Pro displays the animation as it is being created, as well as the estimated time to completion. The animation is created on a 0.5 mV × 0.2 second interval grid. During the create animation process, the animation is not displayed in real time. Once the animation has been created, when you next play it, it is displayed in real time. Six seconds of the grid is displayed at a time, and by default, each frame of the animation advances 1/10 of a second. a) During the create animation process, you can cancel it by clicking Cancel. Play the animation Once an animation has been created, it is stored on the Animated ECG tab, and you can play it at any time using the Windows Media Player controls on the tab. 1. Click the Play button to play the animation in real time. The animation is displayed on a 0.5 mV × 0.2 second interval grid, and the beginning and end times of the segment you are viewing are displayed in the lower corners of the strip. Play Pause Stop 156 Scroll box EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer View general ZDC case data When a ZDC case is created, default information is added to the case: • The RescueNet Global Case ID, a universally unique identification number that ZDC assigns to every new case. The ID is a combination of the incident date/time and the serial number of the defibrillator that recorded the incident. • Incident date and time, device type, and device serial number. In addition, if you link a case, the general data is used for both the EMS and hospital Utstein-style reports. It might also be used for other reports. 1. To view this data, move to the General tab. General ZDC case data Patient data Viewing patient data on a DEWS If a case is linked to a patient, when SyncNet Server adds the case to the ZDC database, several patient-related fields that are captured in EMS Pro are also added to the ZDC database for that case, such as the patient name, gender, weight, date of birth, and run number. If such a case is opened in EMS Pro on a DEWS using the ZDC Case Viewer, the patient data is displayed on the General tab. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Viewing cases in ZDC Case Viewer 157 Physio-Control case data You can import data from a Physio-Control LIFEPAK® 12 or LIFEPAK 500 and attach it to a patient’s record. To use the you must have the DT Express application installed on your mobile computer and the Physio Data Control interface must be enabled in EMS Pro Administration. To import LIFEPAK data, select a patient from the main window and click the Physio button. The DT Express dialog box opens: Help with DT Express Guides you through the download process. Click to print information for the selected patient. Select a patient here. For detailed instructions regarding LIFEPAK data files, refer to Medtronic’s LIFEPAK documentation. When you import a LIFEPAK data file, EMS Pro treats it as a file attachment until you run SyncNet and transfer the call the data is attached to. When the call is transferred, the Physio-Control data files can be copied into a folder on the server and processed by CODE-STAT™ Suite or another Medtronic Physio-Control application, if the correct type of application has been installed. You can print the Physio-Control LIFEPAK data for any patient that you have imported data for. 158 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Physio-Control case data To print Physio-Control data: 1. Select a patient in the main window and click the Print button. 2. The Print Report dialog opens: 3. Click the Print Physio Files... button. 4. The DT Express dialog box opens: 5. Click the printer icon. EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Physio-Control case data 159 6. The Print Reports dialog opens: 7. Choose the correct printer from the Select Printer box and click the check boxes to configure your report. 8. Click the Print button when you have configured the report to your satisfaction. 160 EMS Pro 3.42 User’s Guide Chapter 5: Other stuff › Physio-Control case data Appendix A: Getting help Getting help At Pinpoint Technologies, we take as much pride in providing you with excellent customer service and technical support as we do in providing you with the finest state-ofthe art software. We know you will have questions, so we have a full staff of well-trained, talented people ready to help you. In order to ensure that we meet your expectations of us, we ask that you read through this appendix so that you understand what we offer through our support contract. About your support contract We have a clearly defined commitment to help you use our software: Our support technicians provide help in the following areas: • Explaining the proper use of the software features, answering your questions about how the software works, and providing advice about the best way to use the software to solve specific problems. • Explaining proper installation and maintenance of our software and related thirdparty software on which our products depend. • Accepting problem and bug reports, and providing information and workarounds, along with time frames for resolution • Explaining proper installation and maintenance of the software, or related thirdparty software on which our products depend • Assisting you in times of system failure Our support technicians do not provide assistance in the following areas: • Consulting. For example, we do not teach you how to bill or dispatch when the question is not directly related to the use of the software. We can sometimes suggest a consultant that might be able to help you with your specific questions, and we also post a list of consultants that our customers have used before on our website as part of our Support Services page. • Hardware support. While we can help you determine if you might have a hardware problem, we do not offer to help you fix your hardware issues if they are unrelated to the software. However, we are available to assist you in times of confusion, when EMS Pro 3.42 User’s Guide Appendix A: Getting help › About your support contract 161 you are not sure if the problem is software- or hardware-related. Because it is impractical for us to provide help with your hardware issues from a distance, it is advisable that you have a local hardware consultant you can work with. • Modifying or creating reports. If you would like to change or modify a report, or create a new report, and you need our help, you should contact our Technical Services department. Please see Beyond support: Technical services on page 164. • Using Application Programming Interfaces (API) or other custom programs. Our Technical Services department can help you address these areas on a contract basis. Again, please see Beyond support: Technical services on page 164. How to best get what you need from Support Our Support department uses Automatic Call Distribution (ACD) to quickly route your call to a technician who specializes in the product you’re calling about. When you call Support, the ACD system presents you with menus to help you select the best person to speak with. That technician then generates an electronic ticket in our problem-resolution database, and works with you to answer your questions or resolve the issue you’re calling about. We have determined that often the most effective way for our support staff to assist you is to be able to re-create the issue at your site. Therefore, in order to be able to provide you with the best possible support, we recommend that each customer maintain a EMS Pro workstation with Symantec pcAnywhere™, version 9.0 or higher. This enables our support staff to review the issue remotely at your site. When dealing with support issues, our clients sometimes wrestle with the question of whether to call their hardware vendor or Pinpoint Technologies. If you are not sure, we prefer you call us to discuss the problem, especially if a short phone call can quickly get you on the right path to finding the answer you need. Support contract For 90 days from the time of purchase, support is provided free of charge. After the initial 90-day period, to receive ongoing support, you must purchase a support contract. For more information about support contracts, please contact our Sales department. 162 EMS Pro 3.42 User’s Guide Appendix A: Getting help › How to best get what you need from Support Hours of operation Our support hotline is available from 8:00 A.M. to 8:00 P.M. Eastern Standard Time (MST), Monday through Friday, except for holidays. Support contact information To help us address your problem in the quickest and most effective way, please be prepared to provide us with as much specific information as possible when you contact us. Helpful information includes when the problem began and whether it affects all workstations. While there are many ways to contact our technical support staff, we prefer that you use email (except for emergency dispatch issue calls, which should be made via telephone call), especially if you are experiencing an extensive problem. We respond to email support messages within one business day. Email address [email protected] Telephone number In the U.S. and Canada: During business hours: +1 (800) 663-3911, ext 3 After business hours: +1 (800) 663-3911, ext 4 From other countries: During business hours: +1 (303) 801-0000, ext 3 After business hours: +1 (303) 801-0000, ext 4 Fax number +1 (303) 801-0001 Internet address www.PinpointTech.com/CSite/ServicesSupport.asp Postal address Pinpoint Technologies Technical Support Department 1800 38th Street Boulder, CO 80301 USA Using the Internet We think of our customers as our partners in helping us address their issues. This is why we have built an extensive online environment to keep you up-to-date. All you need is an Internet connection to get full access to a vast amount of updated information. EMS Pro 3.42 User’s Guide Appendix A: Getting help › How to best get what you need from Support 163 We highly recommend that you use the Internet as your primary support channel. You can use your My.PinpointTech.com Web page, a single page customized to your operation, to get direct access to: • Complete information about your support tickets. • New service packs that are available for your system. • New form/ECM updates that are available for your system. • A wish list for sending Pinpoint Technologies a prioritized list of features you would like to see added. • Links to other helpful items on the PinpointTech.com Web site, including: • The Technical Support page, where you can access the Knowledge Base. • The Documentation page, where you can find the latest revisions of manuals. • Recommendations for third-party products that work with RescueNet products. • Product demos. • The latest news about Pinpoint Technologies and an events calendar. For more information about My.PinpointTech.com, see: www.my.pinpointTech.com Beyond support: Technical services We realize that sometimes our customers want to maximize the capabilities of EMS Pro with add-ons such as unique reports or forms, custom interfaces to third-party hardware, and other functionality that is outside the scope of the support contract. Our Technical Services department staff can work with you on these types of options. They will discuss your requirements with you, and then prepare a time materials estimate and a statement of work. Once you approve these items, work can begin on your project, and we will invoice you as required. We price our Technical Services department project prices below the industry average in an attempt to provide truly world-class service and value. To discuss your add-on needs, please contact our Technical Services staff: Telephone number • 164 +1 (303) 801-0000, extension 5 Email [email protected] EMS Pro 3.42 User’s Guide Appendix A: Getting help › Beyond support: Technical services Appendix B: Using a PDF book Using a PDF book In addition to the printed version, this book also comes in a Portable Document Format (PDF) version, which you can view using the Adobe® Acrobat® Reader™ software that is automatically installed when you install EMS Pro. The PDF version is identical to the printed version, but offers some unique features: • You can search the PDF version for specific information is several ways. • You can print out the entire manual, or any section of it, on most computer printers. • You can download the most current revision at any time. To open the PDF version of a manual from within EMS Pro, on the Help menu, click EMS Pro User’s Guide. In addition, shortcuts to the PDF version of all of the guides are located on the Windows Start menu: Start › Programs › RescueNet › EMS Pro › Online Manuals. Getting the latest revision of this book The latest revision of the PDF version of this book is automatically transferred to your system whenever you perform an upgrade. You can see the software version and manual revision number, if any, of the PDF version of this book on its first page, below the title of the book (the version and revision number of the printed book is in the same place on the first page inside the cover). You can also download a PDF version of this book at any time: 1. Visit the Pinpoint Technologies Documentation Web page: www.PinpointTech.com/Documentation. 2. Right-click on the book you want. In the shortcut menu, select Save Target As, and then select the EMS Pro Help folder as the destination. The length of time it takes to download a book depends on your connection speed. The books are between 2 and 5 MB each. EMS Pro 3.42 User’s Guide Appendix B: Using a PDF book › Getting the latest revision of this book 165 Searching a PDF book Search. You can initiate a search for any specific word or words using Ctrl+f (Find). To continue the same search, press Ctrl+g (Find again). Bookmark tree. There is a tree of the sections of the document in the left pane of the Reader window. You can click on any item in the tree to be taken immediately to it. The tree includes Level 1, 2, and 3 headings. Level 1 headings are chapter headings, level 2 headings introduce section-level topics, and level 3 headings typically introduce individual procedures. If this Navigation pane is not visible, you can open it by selecting Show Bookmarks on the Window menu. Table of contents. You can click on any topic in the table of contents to be taken immediately to that topic. Index. In the documents that have an index, you can click on any page number in the index to be taken immediately to that entry. Cross-references. The cross-references in the document that refer to another section in the same document are also hyperlinks. You can click on any one of them to be taken immediately to that reference. Return to previous view. If you have jumped to a cross-reference, you can jump back to your previous location by pressing Ctrl+Left Arrow or by clicking the Go to Previous View button on the toolbar (looks like a left arrow). Miscellaneous links. At the beginning of many of the more complex chapters, there is a list of links to the topics covered in the chapter. You can click on any of those links to be taken immediately to its topic. Special technique for searching a PDF manual that has been opened in Microsoft Internet Explorer You can also open a PDF file link from the Documentation Web page in Internet Explorer by double-clicking it. With one exception, you can search a PDF version of a manual inside of Internet Explorer in all of the same ways that you can when it is opened in a stand-alone Reader window. The exception: the search shortcut keys call up Internet Explorer's search rather than Acrobat Reader's search. To begin a Reader search, click the Search button in the Reader toolbar (looks like a pair of binoculars). To continue a Reader search, click the Search Again button next to it (looks like a pair of binoculars with an curved arrow). 166 EMS Pro 3.42 User’s Guide Appendix B: Using a PDF book › Searching a PDF book Appendix C: Using Windows-based programs Using Windows-based programs The best place to learn about using Windows is in the documentation that came with your Windows software. There are also many books available that provide excellent introductions to using Windows. A brief introduction to common features This appendix provides a basic introduction to some of the more common features you need to understand in order to use a Windows-based program like EMS Pro, such as: • What is all that stuff on my screen? (page 168) • Windows keyboard shortcuts worth remembering (page 169) • How do I use a program? (page 170) • What is that widget in the window? (page 171) Since most Windows-based programs have a similar look and perform many basic tasks in a similar way, normally you only need to learn how to do most tasks once. You can also find hints about using Windows throughout this manual. EMS Pro 3.42 User’s Guide Appendix C: Using Windows-based programs › A brief introduction to common features 167 What is all that stuff on my screen? Windows desktop open program window icons Start menu Start button submenu taskbar Quick Launch icons taskbar button 168 tray icons Icons Double-click on an icon to open its associated program Start button Click to open the Start menu Start menu Contains shortcuts that you can use to open most programs Submenu When you point at an item on a menu that has an arrow next to it, a submenu with more choices will open Taskbar When a program is open, a button for it will be on the taskbar Taskbar button Click to alternately minimize or maximize a program window, or bring it in front of other open program windows Quick Launch Click a Quick Launch icon to open its associated program Tray icons Some programs add a tray icon when they are open, and you can double-click or right-click the icon to open a related menu EMS Pro 3.42 User’s Guide Appendix C: Using Windows-based programs › What is all that stuff on my screen? Windows keyboard shortcuts worth remembering Undo. One of the more handy Windows keyboard shortcuts is Ctrl+z to run the Undo command. If you mistakenly type some text, or worse, delete some, you can often reverse the mistake by using Undo. Some other very useful Windows keyboard shortcuts are those you can use to select, copy, cut, paste, and delete text: Selecting text. You can select characters or words using your keyboard: • To select a character to the left of your cursor, press Shift+Left Arrow. To select a character to the right, press Shift+Right Arrow. • To select a word to the left of your cursor, press Ctrl+Shift+Left Arrow. To select a word to the right, press Ctrl+Shift+Right Arrow. Copying and cutting. You can copy or cut the text that is currently selected. The text you copy or cut is temporarily stored in memory, so you can paste it back. For example, you might want to copy a word from one text box and paste a copy of that word to another text box. • To copy the text that is currently selected, press Ctrl+c. • To cut the text, which deletes the text that is currently selected and saves a copy of it in memory, press Ctrl+x. Pasting. Anything you cut or copy is temporarily stored in memory until you copy or cut something else, or close Windows. • To paste the copied or cut text at the current location of your cursor, press Ctrl+v. If you have some text selected so that it is highlighted, and then paste, the text you paste will replace the text that is highlighted. Finally, there are a couple handy keys you that can help you work faster. Deleting text. When you cursor is in text, pressing Back Space deletes the character preceding the cursor, and pressing Delete deletes the character following the cursor. Text that is deleted this way is not saved in memory; however, you can undo the deletion of one character by using Undo (Ctrl+z). Canceling. When you are in a dialog box, pressing the Esc key (Escape) is the same as clicking Cancel. EMS Pro 3.42 User’s Guide Appendix C: Using Windows-based programs › What is all that stuff on my screen? 169 How do I use a program? title bar button toolbar menu bar Maximize button Minimize button Close button tabs text box scroll arrow scroll box tab window drop-down box scroll bar dropdown arrow command button 170 status bar Title bar Identifies the program that is open and is highlighted with color if the program is active Menu bar Click on a menu name to open a menu with related commands Button toolbar Click on a button to run its associated command Tab Click on a tab to view the associated tab window Minimize button Reduces an open window to a small button Maximize button Expands an open window to its maximum size Close button Closes a window Restore button Restores a window to its previous size Command button Click on a command button to run its associated command Scroll bar Click on the scroll arrows to see text that couldn’t fit in the box Drop-down box Click on the drop-down arrow to view a list EMS Pro 3.42 User’s Guide Appendix C: Using Windows-based programs › How do I use a program? What is that widget in the window? There is an extensive discussion of the “widgets” that are used in EMS Pro in the main part of this book (see Links to field elements used on page 23). The following are a couple more generic elements commonly used in Windows-based programs: Menu You can click on a menu label to open a menu. If a menu contains a choice that can be accessed using a shortcut key, that shortcut is displayed to the right of the menu command. For example, the Call Taking module can be opened using the shortcut Ctrl+t. If a menu contains a choice that opens a submenu, that choice is displayed with a right arrow next to it. If you click on that choice, the submenu opens. Close Restore Minimize Close Maximize Minimize Close Maximize Restore Minimize. When a window is open, you can minimize it by pressing the Minimize button, so that it is just a button. Maximize. When a window is maximized, it fills the entire available desktop space. Restore. A window can be restored to its previous condition: minimized, maximized, or if maximized, to some size less than maximized. Close. Clicking the Close button close a window or a program. EMS Pro 3.42 User’s Guide Appendix C: Using Windows-based programs › What is that widget in the window? 171 172 EMS Pro 3.42 User’s Guide Appendix C: Using Windows-based programs › What is that widget in the window? Appendix D: What’s new? What’s new? This appendix outlines many of the new or changed sections in a given version of the book. Version 3.42 Searching for calls (page 129). Enhanced the search window so that if searching on a single run number that a range does not need to be entered. Instead, the run number only needs to be entered in the start range field and the end range field can be left blank. View cases using ZDC Case Viewer (page 136). If the "Digital 12 lead" feature of RescueNet Code Review (formerly ZDC) software is installed, then this feature can be launched from within RescueNet Field Data for PC (formerly EMS Pro). State Data Wizards. If your organization captures and reports data across multiple states and cannot use the existing miscellaneous fields to enter the state-required information, you may see two new data entry dialogs, Pickup State Data and Destination State Data. RescueNet Dispatch (formerly RightCAD) import interface improvements (page 123). The interface checks the run number and date entered by the user in Rescuenet Field Data for PC (formerly EMS Pro) against the trip run number and date in RescueNet Dispatch. It also checks the trip's vehicle info in RescueNet Dispatch to be sure that it matches the vehicle entered in the Shift Info screen in Rescuenet Field Data for PC. When the interface creates a call, all relevent Close Call Rules are evaluated and assigned appropriately to the call. To ensure that the correct trip is imported, the medic must supply both a run date and a run number. The milages associated with Start, At Scene, and At Destination are now imported with the other trip data. The Call Source from RescueNet Dispatch is imported into the Call Received By field in RescueNet Field Data. EMS Pro 3.42 User’s Guide Appendix D: What’s new? › Version 3.42 173 Version 3.41 Capture data with the Quick Log (page 62). When you click Vitals Taken, the Quick Log – Vitals dialog box opens and you can quickly enter common vitals without having to go to another dialog box. Vitals tab – Vital Signs form (page 46). PTA (prior to arrival). If the vitals were taken PTA, select this check box. Track NPP information (page 65).When you select Electronic Signature from the Acknowledge drop-down list box and click the electronic signature button, the NPP Acknowledgment dialog box appears with tabs that allow you to view the NPP statement in the languages configured in EMS Pro Administration. Link ZDC case data to a patient (page 135). If the Allow users to delete unlinked cases feature is enabled in EMS Pro Administration, you can delete any unlinked cases. Signatures form (page 53). When crew members serve as witnesses, they can select their names from the Witness 1 and Witness 2 lists. Version 3.40 Additional details field (page 26) Now you can add additional details in the Nature of Call field. Patient Info tab – Patient Information form (page 33) Added Approximate age check box and button to help you enter an age and indicate that it is an approximation. Billing tab – Billing form (page 35) New Unknown option buttons for Employed, Amb. 24 Hours, and Insured fields. General Comments tab – Narrative form (page 55) New Quick Notes can help you write your narrative more quickly by matching the call information you have already entered with prewritten phrases. Your administrator determines which call information and phrases you can use. Add a patient to call (page 59) The Add a patient to call (+) button can now be deactivated through EMS Pro Administration. 174 EMS Pro 3.42 User’s Guide Appendix D: What’s new? › Version 3.41 Track NPP information (page 65) You can now use EMS Pro to track Notice of Privacy Practices (NPP) delivery and acknowledgment information. This feature is only available if your administrator enables it. Track Additional HIPAA information (page 67) On a DEWS, you can now edit and track additional HIPAA information including: consent, authorization, access, accounting, amendment, and recourse. Add an attachment to a patient’s record (page 78) Now you can attach any type of file to a patient’s record and, if your computer recognizes the type of file that you attach, you can open it from EMS Pro. Finding out who’s logged on (DEWS only) (page 117) With the Who’s Logged On? feature, you can view a list of everyone currently logged on to EMS Pro at a DEWS. The Active User list also shows users logged on to the Server and Data Export utilities. Viewing call history (View › History) (page 131) From a DEWS, the enhanced View > History function shows any changes made to a file, including: • Who created it. • Which users it has been moved to, copied to, or copied to with action required. • What changes have been made and who made them. • Who, other than the original user, viewed the call and when they viewed it. Physio-Control case data (page 158) Click the Physio button to import, print, and transfer Physio-Control LIFEPAK® data files. Version 3.34 Print case-related reports (page 138). Now, if you choose to print a Full Disclosure with Time Ranges ECG Report, you can specify which time ranges are printed by event or by specifying time ranges. Searching for calls (page 129). There are several new search fields: • Dispatch date EMS Pro 3.42 User’s Guide Appendix D: What’s new? › Version 3.34 175 • Patient first name • Call priority dispatch code and Call priority dispatch code change • Call priority transport code and Call priority transport code change • Deleted calls and Test calls Version 3.33 Define a shift (page 13). There is a new, more efficient Crew Configuration dialog box that you can use to define a shift. This replaces to old Crew Options dialog box. Select User dialog box and the Search Keyboard (page 16). To select a crew member on the Shift Information tab, there is now a Select User (3-dot) button. This works the same way as clicking a crew member quick-pick (such as, Medic #1), opening the Select User dialog box. Initial Response form (page 26). There is now a Select Agency option (page 30) for the Common Location field that enables a user to select a common location associated with an agency other than the one selected for the shift. Outcome form (page 49). There is now a Select Agency option for the Destination Hospital field that enables a user to select a hospital associated with an agency other than the one selected for the shift. Print Patient Care reports (page 79), Print Shift report (page 82), and Print case-related reports (page 138). There is a new, more efficient Print Reports dialog box, which can be used to print patient care or shift reports. Editing a crew (page 115). There is a new, more efficient Crew Configuration dialog box that you can use to edit a crew. This replaces to old Crew Options dialog box. Link ZDC case data to a patient (page 135). To make it easier to match patients, the patient sex and call received time is now included in the list of patients. 176 EMS Pro 3.42 User’s Guide Appendix D: What’s new? › Version 3.33 Index Numerics B 12-Lead data captures 152 viewing 4 x 3 charts 152 Back category (Assessment form) 42 basics, the 5–86 Billing form 35 billing signature 53 Blood/Fluid loss category (Assessment form) 42 body image field (Assessment form) 40 boondocks 87 BSL/PTA Intervention form 45 Bulletin Board 118 button start 168 taskbar 168 toolbar 170 buttons (special) Add another patient to the current call 59 Addend 75 All 40 Attach 78 Clear 94 Comment 76 Copy 30 Fix (Close Call rules) 70 History 41 Import / Attach Physio data 158 Import / Link ZDC Data 133 New Crew 13 New From 17, 61 Not Assess 41 Obtain Signature (Signatures form) 53 Override (Close Call rules) 73 Overwrite the current patient with a frequent flyer record 60 Pat button (Billing form) 35 Pen-pick (Vital Signs form) 47 Return to Main Windows 20 Rx (Medications) 37 Select Agency 49 Select Crew 82 Shift Info 13 SSN 36 Test Call 17 Vital Signs 57 WNL (Within Normal Limits) Assessments form 41 Vitals form 46 A ABC category (Assessment form) 42 Abdomen category (Assessment form) 42 Action call status (Action required) 97, 114 Action required 96 Active User list 117 Add another patient to the current call button 59 Addend button 75 addendum 75 adding addendum to calls 75 another patient to calls 59 attachments to a patient record 78 call information 21 charges and supplies 52 comments to calls 76 HIPAA information 67 Notice of Privacy Practices 65 other patients to calls 60 additions and corrections 4 address box field 29 Copy command 30 Addresses/Effects tab (Patient Information) 34 Admin Packs (SyncNet) 111 Adult Trauma Score form 57 All button 40 APGAR Score form 57 Approximate age 33 assessment body image field 40 major categories 42 major category field 40 sub-categories (tabs) 42 who? 39 Assessment form 38 front end 39 hierarchy 42 attaching Physio case data 158 attachments 78 EMS Pro 3.42 User’s Guide Index: Numerics 177 C CAD systems, importing data from 123 Call completed by field 49 user 93 Call Entry toolbar 19 window 18 Call Entry History dialog box 41 Call History Details reports, printing 80 call routing 87–100 Call completed by user 93 closed calls 92 Documented by user 93 open calls 93 reopening calls 92 call statuses 114 Action (Action required) 114 Action (call) 97 Copy 114 Locked 97, 114 Read 114 Returned 99, 114 Unread 114 calls Action required 96 Action status (Action required) 97, 114 addendum 75 adding another patient to 59 call information to 21 Call completed by user 93 clearing 94 Close Call rules 69 status 74 closed 91 how SyncNet handles 92 closing 69 comments 76 copy of 98 Copy status 114 copying to another user 100 copying to your Inbox (from Search tab) 130 critical Close Call rule exception 69 defining shifts 13 deleting patients from 60 Documented by user 93 exporting (incident transfers) 126 flow (viewing in History dialog) 131 178 EMS Pro 3.42 User’s Guide Index: C going to another patient 59 hey, where did my calls go? 87 importing frequent flyers to 60 in use 90 incident transfers 126 links to 98 locked shifts (SyncNet) 109, 110 Locked status 97, 114 moving to another user 100 open 91 how SyncNet handles 93 opening existing 20 in Call Entry window (from Search tab) 130 new 17 other basic stuff you can do in calls 58 to calls 75 Read status 114 reopening 92 Returned status 99, 114 saving 31 searching for 129 copying to your Inbox 130 opening in Call Entry window 130 viewing history 130 sending a copy to another user 100 Shift Packs 109 starting 12 statuses 114 test 17 Unread status 114 unread status 92 viewing history 131 from Search tab 130 warning Close Call rule exception 72 ZDC case data 133 capturing data with the Quick Log 62 Cardiovascular category (Assessment form) 42 Casey Jones 87 Central nervous system category (Assessment form) 42 changing a crew 115 Charges and Supplies form 52 check box fields 33 checking spelling 64 Chest category (Assessment form) 42 Clear button 94 clearing calls 94 Close Call rules 69 critical exception 69 Fix button 70 Override button 73 warning exception 72 status 74 closed calls 91 how SyncNet handles 92 vs. open calls 89 closing calls 69 EMS Pro 83 coffee break! 51 commands Action required 96 Addend 75 All 40 Clear 94 Comment 76 Copy (address) 30 Fix (Close Call rules) 70 History 41 Import / Link ZDC Data 133 New Crew 13 New From 17, 61 Not Assess 41 Obtain Signature (Signatures form) 53 Override (Close Call rules) 73 Overwrite the current patient with a frequent flyer record 60 PAT (Patient) 35 Pen-pick (Vital Signs form) 47 Return to Main Window 20 Rx (Medications) 37 Select Agency 49 Select Crew 82 Shift Info 13 SSN 36 Test Call 17 Vital Signs 57 WNL (Within Normal Limits) Assessments form 41 Vitals form 46 Comment button 76 comments 76 connecting to EMS Pro server (SyncNet) 107 Connection Status dialog box 107 consent (HIPAA) 67 conventions, typographical 3 Copy (address) button 30 Copy call status 114 Copy From dialog box 30 copy of call 98 copying calls to other users 100 shift information 17 corrections 4 Crew Configuration dialog box 13, 82 crews, editing 115 critical Close Call rule exception 69 D data, importing from Nomad 123 data, importing from other CAD systems 123 data, importing from RightCAD 123 databases backing up remote (SyncNet) 107 remote vs. master 102 date box field 14 Last modified date field 33 selector box 14 dealing with your shift information 80 debug (EMS Pro options) 119 defaults (EMS Pro options) 119 defining shifts 13 deleting patient from call 60 destination hospital, select agency for 49 DEWS vs. mobile computer 89 Diagnosis form 48 dialog boxes Add HIPAA Information 66, 68 Call Entry Attachments 78 Call Entry History 41 Connection Status (SyncNet) 107 Copy from 30 Crew Configuration 13, 82 Dosage Form 37 DT Express 158, 159 Glasgow Coma Scale 47 HIPAA Information 67 Import / Link ZDC Data 133 Location of Call 29 New Call 17 NPP Acknowledgment 66 Override Warnings 73 Select Crew copying shift information 17 printing Shift reports 82 EMS Pro 3.42 User’s Guide Index: D 179 Select User 16 Shift Information 13 Direct Entry Workstation. See DEWS Do Not Proceed! (Close Call rules) 70 documentation, latest revisions 164 Documented by field 49 user 93 Don’t be normal! 90 doodling on the ScratchPad 63 doohickeys 98 Dosage Form dialog box 37 downloading (SyncNet) 110 Admin Packs 111 File Packs 111 re-extracted database 110 Service Packs 111 downloading Physio case data 158 downloading ZDC case data from ZOLL defibrillator 133 drawing a doodle on the ScratchPad 63 drop-down box fields 15 multiple pick 28 combo box field 27 E ECG 12-Lead data captures 152 4 x 3 152 viewing 12-Lead analysis 152 4 x 3 charts 152 editing a crew 115 embarrassment and aggravation 117 EMS Pro Bulletin Board 118 Call Entry window 18 toolbar 19 closing 83 Fax Server (faxing reports) 122 logging in to 7 main window 11 Inbox toolbar 128 main toolbar 75 options 119 remote database vs. master database 102 system overview 5 EMS Pro server connecting to (SyncNet) 107 180 EMS Pro 3.42 User’s Guide Index: E downloading from (SyncNet) 110 synchronizing time with (SyncNet) 109 uploading Shift Packs to (SyncNet) 109 uploading ZDC case data to 140 errata 4 exceptions critical Close Call rule 69 warning Close Call rule 72 Exit and Reset command 120 exporting calls (incident transfers) 126 Exposures form 54 Eyes category (Assessment form) 42 F faxing reports 121 Fax report to hospital option (Hospital form) 50 fields links to all fields in alphabetical order 23 address box 29 assessment body image 40 major category 40 Call completed by 49 check box 33 date box 14 date selector box 14 Documented by 49 drop-down box 15 multiple pick 28 drop-down combo box 27 hierarchy (Nature of call) 28 Intervention 43 Last modified date 33 masked 27 moving from one tab to another 32 multiple-pick drop-down box 28 multiple-time form 39 tabs 39 Nature of call 28 option button 33 Personal effects 34 signature 15 time box 15 time selector box 15 weight 33 File Packs (SyncNet) 111 Fix button (Close Call rules) 70 flow (call), viewing in History dialog 131 forms links to all forms in alphabetical order 21 Addresses/Effects (Patient Information form) 34 Adult Trauma Score 57 APGAR Score 57 Assessment 38 Billing 35 BLS/PTA 45 Diagnosis 48 Exposures 54 General Comments (Narrative form) 54 History 37 Hospital (Outcome form) 49 Initial Response 26 Insurance (Billing form) 36 Intervention 43 Mileage Summary 51 multiple-time 39 Narrative 54 Next of Kin (Patient Information form) 34 Outcome 49 Patient Information 32 Pediatric Trauma Score 57 Return Trip (Outcome form) 49 Scene (Outcome form) 49 Scores 57 Shift information 13 Signatures 53 Skin / Neuro (Vital Signs form) 47 tabs 26 Time, Mileage, Codes (Initial Response form) 32 Time/Mileage Summary 51 Transport (Outcome form) 49 Trauma 37 Vital Signs 46 frequent flyers, importing to calls 60 fully loaded call 77 G General Comments (Quick Notes) 55 General Comments tab (Narrative form) 54 getting started 5 Glasgow Coma Scale dialog box 47 going to another patient on a call 59 guarantor relationship. See Pat (Patient) button 35 H Head category (Assessment form) 42 help EMS Pro Bulletin Board 118 online Help 3 PDF version of the manual 165 support 161 using Windows 167 what’s new? 173–176 hey, where did my calls go? 87 hierarchy Assessment form 42 field (Nature of call) 28 NOT items 37, 38 tree 36 wizard 36 hints Copy the shift information from another shift 17 Define your shift before you add a new call 13 Getting there fast (finding help using the PDF version of this book) 2 Hey, where’s my Start Time field? (Moving fields to other tabs) 32 Just what is a “call” anyway? 59 Keyboard shortcuts worth remembering 169 Multiple-time forms 39 Special technique for searching a PDF manual that has been opened in Microsoft Internet Explorer 166 The Inbox toolbar (meets Penn and Teller) 128 Well, that’s refreshing! (Refresh the Inbox) 81 What does it mean to “close” a call? 69 What time is it? (multiple-time forms) 39 HIPAA information 67 HIPAA information (NPP) 65 History button 41 Call Entry (dialog box) 41 form 37 history Call History Details reports 80 viewing addenda 76 comments 77 viewing call history 131 hospital (destination), select agency for 49 Hospital tab (Outcome form) 49 I icons 168 tray 168 Import / Link ZDC Data button 133 EMS Pro 3.42 User’s Guide Index: G 181 dialog box 133 Import Physio data 158 importing data from Nomad 123 data from other CAD systems 123 data from RightCAD systems 123 Physio case data 158 ZDC case data from ZOLL defibrillator 133 importing frequent flyers to calls 60 in use (call status) 90 Inbox 11 Close Call status 74 multiple 128 refreshing 81 toolbar 128 incident transfers 126 Initial Response form 26 Insurance tab (Billing form) 36 Intervention field 43 form 43 qualifiers 44 K keyboard Search 16 virtual, for pen-based data entry 8 knowledge base 164 knucklehead option 96 L Last modified date field 33 License Information dialog box 117 LIFEPAK 158 linking ZDC case data 132 links to calls 98 Location of Call dialog box 29 Locked call status 97, 114 locked shifts (SyncNet) 109 logging calls with the Quick Log 62 in to EMS Pro 7 Lower extremities category (Assessment form) 42 M magnified ECG, zooming in 151 magnifying a segment of the magnified ECG 151 main window 11 Inbox 11 Inbox toolbar 128 182 EMS Pro 3.42 User’s Guide Index: K main toolbar 75 major category field (Assessment form) 40 masked field 27 master database vs. remote database 102 Maximize button 170 Medications (Rx) button 37 menu bar 170 start 168 Mileage Summary tab (Time/Mileage Summary form) 51 Minimize button 170 mobile computer vs. DEWS 89 morph yourself into other users 128 mouse vs. pen 7 moving calls to other users 100 fields form one tab to another 32 multiple Inboxes 128 multiple-pick drop-down box fields 28 multiple-time form field 39 tabs 39 forms 39 mysteries of call routing revealed 87 N Narrative form 54 Narrative form (Quick Notes) 55 Nature of call field 28 Neck category (Assessment form) 42 New Call dialog box 17 New Crew button 13 New From button 17, 61 Next of Kin tab (Patient Information form) 34 Nomad, importing data from 123 Not Assess button 41 NOT items (in hierarchy) 37, 38 notes in book, types of 3 Notice of Privacy Practices (NPP) 65 O Obtain Signature button 53 oh, the things SyncNet does! 85 online Help 3 EMS Pro Bulletin Board 118 open calls 91 Call completed by user 93 Documented by users 93 how SyncNet handles 92, 93 how SyncNet handles on a DEWS 95 vs. closed calls 89 opening existing calls 20 new calls 17 option button fields 33 options, EMS Pro 119 other basic stuff you can do in calls 58 to calls 75 other CAD systems, importing data from 123 Other comments category (Assessment form) 42 other patients, adding to calls 60 Outcome form 49 Override button (Close Call rules) 73 Warnings dialog box 73 Overwrite the current patient with a frequent flyer record button 60 P password, exiting and resetting 120 Pat (Patient) button 35 Patient Care reports, printing 79 Patient Information form 32 patients adding another to calls 59 attaching Physio data to 158 deleting from calls 60 going to another on a call 59 linking ZDC case data to 135 other, adding to calls 60 PDF version of the manual 165 Pediatric Trauma Score forms 57 Pelvis category (Assessment form) 42 pen vs. mouse 7 Pen-pick button (Vital Signs form) 47 Personal effects field 34 physician assistant signature 53 signature 53 Physio case data 158 Portable Document Format. See PDF previewing Call History Details reports 80 Patient Care reports 79 Run reports 79 Shift reports 82 primary diagnosis 48 printing Call History Details reports 80 Patient Care reports 79 Physio data 158 Physio-Control data 159 Run reports 79 Shift reports 82 ZDC Resuscitation Case Events reports 138 Q qualifiers, intervention 44 quick launch icon 168 Quick Log 62 categories 62 Quick Notes 55 quick-pick option (underlined label) 14 enhanced (Vital Signs form) 46 R Read call status 114 re-extracted database (SyncNet) 110 refreshing the Inbox 81 refuse transport signature 53 treatment signature 53 remote database vs. master database 102 reopening calls 92 reports Call History Details, printing 80 Fax report to hospital option (Hospital form) 50 faxing 121 EMS Pro Fax Server 122 WinFax Pro 121 Patient Care, printing 79 Run, printing 79 Shift, printing 82 ZDC Resuscitation Case Events 138 RescueNet 1 importing data from ZOLL defibrillators 132 working with defibrillation data using ZDC 132 resetting password (Exit and Reset command) 120 Return to Main Window command 20 Return Trip tab (Outcome form) 49 Returned call status 99, 114 RightCAD systems, importing data from 123 RightCAD, importing data from 123 rules, Close Call 69 Run reports, printing 79 running SyncNet basics 83, 85 details 104 EMS Pro 3.42 User’s Guide Index: P 183 Rx (Medications) button 37 S saving to cancel or not to cancel? 31 to save or not to save? 31 Scene tab (Outcome form) 49 Score forms 57 Adult Trauma 57 APGAR 57 Pediatric Trauma 57 ScratchPad 63 Search keyboard 16 searching for calls 129 secondary diagnosis 48 Select Agency button 49 Select Crew button 82 dialog box copying shift information 17 printing Shift reports 82 Select User dialog box 16 sending your shift info home 83 Service Packs (SyncNet) 111 Shift Info button 13 information form 13 reports, printing 82 Shift Packs (SyncNet) 109 shifts dealing with shift information 80 defining 13 locked (SyncNet) 109, 110 Shift Packs (SyncNet) 109 signature field 15 Signature Types tab (Signatures form) 53 Signatures form 53 Skin / Neuro tab (Vital Signs form) 47 Spell Checker 64 SSN button 36 start button 168 menu 168 starting calls 12 SyncNet 84, 103 statuses Action (Action required) 97 Action (call) 114 call 114 184 EMS Pro 3.42 User’s Guide Index: S Close Call 74 Copy (call) 114 Locked (call) 97, 114 Read (call) 114 Returned (call) 99, 114 Unread (call) 114 submenu 168 support 161–164 checking for form/ECM updates 164 checking for service packs and updates 164 contacting 162 contract 161 documentation, latest revisions 164 hours of operation 163 knowledge base 164 on the Internet 163 technical services 164 tracking your tickets online 164 wish list 164 synchronizing time with server (SyncNet) 109 SyncNet 101–112 backing up remote database 107 basics 83 downloading 110 hey, where did my calls go? 87 how SyncNet handles open calls on a DEWS 95 on a DEWS 112 on a remote database computer 104 routing calls 92 running basics 85 details 104 Shift Packs 109 starting 84, 103 synchronizing time with server 109 what does it do? (the details) 104 system overview 5–86 T tabs Addresses/Effects (Patient Information form) 34 Billing 35 General Comments (Narrative form) 54 Hospital (Outcome form) 49 Initial Response 26 Insurance (Billing form) 36 Mileage Summary (Time/Mileage Summary form) 51 moving fields from one tab to another 32 Next of Kin (Patient Information form) 34 on a form 26 on a tab window 170 Outcome 49 Patient Info (Patient Information form) 33 Return Trip (Outcome form) 49 Scene (Outcome form) 49 Signature Types 53 Skin / Neuro (Vital Signs form) 47 Time Summary (Time/Mileage Summary form) 51 Time, Mileage, Codes (Initial Response form) 32 Transport (Outcome form) 49 Vitals (Vital Signs form) 46 taskbar 168 button 168 technical services 164 Test Call button 17 test calls 17 third-party candidate 78 time box field 15 multiple-time form field 39 selector box 15 synchronizing with EMS Pro server (SyncNet) 109 Time, Mileage, Codes tab (Initial Response form) 32 Time/Mileage Summary form 51 title bar 170 to save or not to save? 31 toolbar 170 tracking HIPAA information 67 tracking NPP information 65 transfers, incident 126 Transport tab (Outcome form) 49 Trauma form 37 tray icons 168 tree, hierarchy 36 typographical conventions 3 U underlined label (quick-pick option) 14 enhanced (Vital Signs form) 46 Unread call status 114 unread status (calls) 92 uploading call information (SyncNet) 83 locked shifts 109, 110 the details 104 uploading ZDC case data to EMS Pro server 140 Upper extremities category (Assessment form) 42 using Windows-based programs 167 how do I use a program? 170 keyboard shortcuts worth remembering 169 what is all that stuff on my screen? 168 V viewing addenda 76 call history 131 comments 77 ZDC cases 142 Vinnie Van Go 63 virtual keyboard for pen-based data entry 8 Vital Signs button 57 form 46 Vitals tab (Vital Signs form) 46 W warning Close Call rule exception 72 weight fields 33 what’s new? 173–176 Whatzhisface 87 who am I? (exiting and resetting) 120 who assessed? 39 All button 40 who performed? 39 All button 40 Quick Log 62 who’s logged on 117 Windows keyboard shortcuts worth remembering 169 using 167 windows EMS Pro Call Entry 18 EMS Pro main 11 WinFax Pro (faxing reports) 121 wish list 164 Within Normal Limits (WNL) button Assessments form 41 Vitals form 46 wizard, hierarchy 36 WNL (Within Normal Limits) button Assessments form 41 Vitals form 46 write right! 64 EMS Pro 3.42 User’s Guide Index: U 185 Z ZDC case data 132–157 downloading from ZOLL defibrillator 133 linking to patients 135 overview of importing and linking 132 uploading to EMS Pro server 140 viewing cases with ZDC Case Viewer 136 cases with ZDC case viewer 142 events with ZDC Case Viewer 136 ZOLL Data Control menu command 136 ZDC Resuscitation Case Events report 138 ZOLL Data Control menu command 136 zooming in on a segment of the magnified ECG 151
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