Report Writing

Every BLS, ALS, and telemedicine call requires a report composed using AngelTrack's PCR.

Open the PCR

While in the middle of running a call, you can open the PCR right from the Run Call page. The PCR will be set for the current call.

You can also open the PCR for other (older) dispatches, even if you are currently running a call. The Crew Home page's list of "Recent Calls" has links to open the PCR for any of your recent dispatches. And the Run Call page includes a column of links to "Reports Waiting"; each link leads to the PCR for a report you need to finish.

Reports Waiting
Two reports, both for John Doe, are awaiting completion.

Navigate the PCR

The PCR's button bar provides access to all pages within, with buttons grouped by function:

PCR buttons annotated guide

PCR Guide Colors

The PCR buttons change colors to show which required elements of the report are missing:

The yellow coloration is controlled by the Patient Disposition field on the Followup page: the recordkeeping requirements depend entirely on what was ultimately done to the patient, so some tabs will not turn yellow until the Patient Disposition is set.

PCR buttons with yellow flags

AngelTrack does not allow you to send your report onward to QA if there are any buttons showing bright yellow. Supervisors are exempt from this restriction, and supervisors may grant individual employees the same exemption.

Keep in mind: your company policy may require more content in a report than AngelTrack's minimums.

Update the Patient and Billing Information

The information in the Patient, Billing, and PMHx pages is carried forward from the patient's previous dispatches. Oftentimes you not need to make any change at all.

If you are sure that the patient has been transported before, but now the patient fields are all blank, it is possible that your dispatcher did not attach the correct patient record. In this situation, call dispatch and ask them to double-check.

When the PMHx has not been reviewed for 60 days or longer, it will light up as required (bright yellow). To satisfy the requirement, review the PMHx information, add whatever details you can, and then save.

If your company collects patient portraits for identity verification, the portrait appears on the Patient page. You can collect a new portrait any time using the camera in your mobile device; just click the "Attach a portrait" button to activate your camera.

Patient care while underway

Create as Many Procedure Records as Needed

As shown in the diagram, the Assess, Vitals, Procedure, IV, Meds, ECG, Labs, and Airway buttons all work the same: create as many entries of each as needed to document the service you performed. There is no limit on any of them, so you performed three IV attempts and then pushed five medications, then create three IV records and five Meds records. Each time you push the IV (or whichever) button, AngelTrack presents a blank form which will create a new IV (or whichever) record.

Some vitals and assessment fields are pre-filled

Once you save your first set of vitals, all subsequent sets will be partially filled-out using values from the first set. Likewise with additional assessments, once the first assessment is recorded. This will save you some typing and mousing for values that are unlikely to change during the brief interval of a transport.

If this feature causes you headaches, or becomes the subject of abuse, it can be disabled on a per-employee basis. Ask your supervisor.

Loading the assessment from the patient's previous transport

The Assessment form features red and blue lightning bolt icons, if you wish to fetch the patient's physical or mental assessment from the last time they were transported. The blue retrieves the assessment from the patient's last non-emergent transport, while the red retrieves from the last emergent transport. The lightning bolts do not appear unless the relevant data is available.

Reviewing, editing, and deleting

To review the records created so far, press the Review button. A list of all created records is shown, in the order they were performed (not necessarily the order the records were created). Click on any one of them to open a summary panel.

From the summary panel you can check what values were set, or click "Edit" to return to the full form to make changes. Abnormal values are highlighted in yellow and red, as shown here:

PCR review records

Click the "Delete" button to remove the record from your report. Deleted records are not really erased; instead they are simply hidden, no longer appearing in the final report used by QA and Billing. You can delete and un-delete records at will with no consequences.

Using the Physical Exam Body-Map

The lower half of the PCR Assessment page contains the body-map for recording your exam findings:

Physical exam body-map
Click, drag, and drop... for great justice!

Click any area of the body-map to record a new finding in that area. Click any red finding icon to edit or delete it. You can also delete findings by clicking the marks in the findings chart at the right.

Use drag-and-drop to precisely reposition your findings

AngelTrack will arrange your findings in their approximate body areas. If you wish to arrange them more precisely, simply drag and drop the finding icons as you see fit.

The web browsers in many mobile devices do not support the HTML5 drag-and-drop functionality. You can nevertheless still click the body-map to add new findings, and click existing findings to edit or delete them. If you wish to arrange them more precisely, then use a different web browser -- or a full-sized computer back at the station -- to drag and drop them as necessary.

Fill Out the Injury and MI Reports If Needed

The two buttons named Injury and MI are forms that you will fill out only when applicable. Unlike the procedures buttons, there is only a single copy of the Injury form and a single copy of the MI form. Therefore, pressing the button opens the existing form whether or not it has already been filled out.

Depending on the initial complaint given by the caller, AngelTrack will occasionally light up the Injury button, indicating that the injury report is suggested or required. For example, if the caller requested EMS service for bleeding, the injury button will change to   Injury  , indicating that the injury report is suggested. However, if you are dispatched for a fall or other anticipated injury, the button will change to   Injury  , indicating that the injury report is required -- even if all you are going to do is report that no injury occurred.

Likewise the MI report will be suggested when you are dispatched for an overdose, but will be required when dispatched for chest pain or if the attending gives an MI-related impression on the patient assessment.

Complete the Followup Data

Every single call will require at least some followup information -- even if all you have to report is a patient refusal. The followup information also includes leg times and odometer readings, so if you missed any of those during the call, you can edit them later.

Bright yellow coloration indicates fields that are required before you can send your report to QA:

Reason for delay
Provide reasons for delays in order to pass QA on the first attempt

When any of your leg times are unusually long, they will be highlighted in yellow, along with the necessary "Reason for delay" field. To remove the yellow highlighting, provide the reason for the delay.

Collect Signatures

Most transports will require at least one signature -- during patient dropoff. When you press the Signatures button, AngelTrack will select and open the signature form is most likely to be the one needed... but you can select whichever combination of forms is justified.

AngelTrack has internal rules about the minimum required signatures for different services provided. Read the Signatures guide to learn more.

If you attach a "Auth/XFer signatures" document to the dispatch, then it counts as both the "Payment authorization" and the "Receiving facility" signature forms.

You can capture signatures without having a signal on your mobile device. Simply wait to click "Save" until you step outside and get a signal.

Write the Narrative

Play Video
Watch a Video Tutorial

AngelTrack's AutoCompose feature will compose about 90% of your narrative for you. The only thing left for you to do is fill in the details that AngelTrack is not aware of.

For best results, use AutoCompose after you've completely filled out everything else in the PCR, including the followup data. AutoCompose uses data from dispatch and from the PCR, so the more data you provide ahead of time, the more detail will appear in the composition.

AutoCompose writes (or rewrites) the whole narrative from start to finish. If you modify the narrative, and add details, your work will be lost if you AutoCompose again.

Spend time adding detail

AutoCompose is driven by PCR and dispatch data, and so it will forever be limited to writing generic narratives. It is up to you to fill in pertinent details about the patient's condition, about the need for transport, and about the need for the treatment available at your destination.

Do it to protect your employer, your job, and your patch.

Your supervisors have reports showing how much detail you add to your AutoCompose'd narratives. If those reports indicate that you are not investing any effort into fleshing out your narratives, your supervisors can revoke your access to AutoCompose. You would then have to write your narratives the old-fashioned away, which would be miserable. Don't let it come to that.

S.O.A.P. notes for Telemedicine

When performing a telemedicine call, the narrative textbox changes to a four-section SOAP-notes form, and AutoCompose is not available.

Changing the AutoCompose layout

AutoCompose runs from a template that your supervisors control. If you do not like the layout of the composed narrative, or if you wish to add boilerplate text, ask a supervisor to modify the respective "document template", found under AngelTrack's Settings page.

Attach Documents by Photographing or Scanning

Your company policy will dictate which paper documents should be scanned in to AngelTrack versus which should be physically sent in to headquarters. Usually, only PCS documents must be physically preserved; others should be uploaded to AngelTrack and then tossed in the shred box. Be sure you are familiar with your company's document policy; it will probably be posted as a permanent announcement in AngelTrack.

In any case, once you've identified which paper documents should be uploaded, it's a simple process. You can use a flatbed scanner back at the station (scan to JPG, then upload the JPG to AngelTrack) or you can simply photograph the documents using your mobile device's built-in camera. AngelTrack will convert all incoming documents (other than ECG strips) to greyscale for faster downloading and printing.

Document photography works on practically all mobile devices with modern web browsers. When you press the "Select files for attach" button on AngelTrack's web page, your mobile device will prompt you to use an existing photo (from your photo album) or to take a new one. You can upload as many at a time as you wish.

For more help scanning and uploading documents, read the Document Uploads guide.

Review Patient History

All of the patient's prior BLS+ transports appear in the History list. Click the "Report…" link to open that call's completed run report. When enroute to an unfamiliar patient, it is a good idea to use this feature to review the patient's previous treatments so that you can talk knowledgeably when you arrive in the patient's room.

Review Company Protocol

If your agency has posted its medical protocol document online, this button can be clicked to view it. The document will load in a separate tab.

Your supervisors also have the option to divide your protocol document into sections, and upload it into AngelTrack's sectioned protocol viewer. The sectioned protocol viewer is pre-loaded with the entire content (all 61 sections) of the NASEMSO National Model EMS Clinical Guidelines. It is up to your supervisors to adapt and expand the model protocol to meet local guidelines.

Using the PCR Without a Wifi Signal

Remember that AngelTrack's PCR is just a series of webpages. For each page, you must save your work before leaving, or else your work will be lost. Pressing the "Save" button uploads your work to the AngelTrack server, where it remains safe.

If you are in a confined or remote area and cannot get a wifi signal, then you may need to wait for later before saving. In such cases you can still work on your report, and save after you've gotten the signal back. If you know in advance that you will be losing your wifi signal, then open several different tabs -- perhaps an Assess, a Vitals, a Patient, a Signatures, and a Narrative -- before entering the confined area. Switch between tabs as needed. Then later, when you have a signal again, save and close each tab.

For more advice on how to use AngelTrack without a wifi signal, read the No Signal guide.

Submit the Completed Report to QA

When all recordkeeping is finished, press the Submit to QA button to send the report onward.

Submitting a report to QA
Even a short explanation for missing items can save you a QA failure

If there is anything unusual about the call or about your report, use the "Dialog with the QA reviewer" textbox to explain it to the QA reviewer in advance. That can save you an unnecessary QA failure (when the QA reviewer sends it back to you for an explanation).

Non-BLS calls are automatically sent to QA

For Car, Wheelchair Van, and Gurney transports, AngelTrack will automatically complete the report and send it to QA when all of the following are provided by the crew:

Consequently, a wheelchair driver who is careful with his progress button presses, odometer readings, and signatures, will never need to manually complete a report or send it to QA; AngelTrack will do it all automatically.

Fax Out a Copy of the Report

You can use the PDF button to fax out the entire run report, right to an ER or to a nurses' station or to a family member.

This requires fax-over-IP or VoIP software on your mobile device. The software must interact with the mobile device so as to be available for opening .PDF documents, as that is what AngelTrack will send when you click the "PDF" button. Here is an example of the RingCentral VOIP app receiving an AngelTrack report .PDF for faxing:

VoIP fax out
On iOS devices, you must click "Open in..." to activate your fax-over-internet app.

There are now too many fax-over-IP and VoIP apps to keep track of, so AngelTrack LLC does not vet any apps or guarantee compability. Luckily many of them are free or nearly-free. You may need to try several until you find one that works well with your particular mobile device.

Do not use email to send run reports!

Unless your company has provisioned a HIPAA email solution, do not use email to send electronic run reports. Email transmission will leave HIPAA-protected data in your sentmail folder and in the recipient's inbox. It also does not provide auditing which will protect you in the event that an ER accidentally leaks your run report and then blames EMS for it.

Fax -- not email -- is the correct way to send HIPAA-protected data because faxes always include the recipient's fax number at the top of each page. This prevents the recipient from later denying that he or she was the source of a data leak.

Correct a Failed Report

If QA fails your report, it will reappear on your list of reports waiting. Use the PCR in the usual way to add and edit information in order to resolve QA's objections.

Awaiting corrections
As seen on the Crew Home page of an unlucky individual

During QA review, your QA reviewer will note their objections in a list. The list is then shown to you on the PCR home page (the page you see when first entering the PCR). For each item in the list, take care to either address the objection or else provide an explanation in the "Dialog with the QA reviewer" textbox.

When all corrections and explanations are finished, send the report back to QA by pressing the Submit to QA button in the usual way.

Help Index - AngelTrack Support