Settings is where your agency's preferences, form rules, workflows, and audit logs live. Only users with an admin role see Settings in the CloudPCR navigation — if you do not see it, your account does not have access.

The Settings Overview page with cards for Preferences, Form Configuration, Custom Fields, Signature Verbiage, Narrative Templates, Workflows, Quality Assurance, Audit Logs, Integrations, and Demographics.

How to open Settings

  1. From the navigation, click Settings (the cog icon).
  2. You land on the Settings Overview. From there you can jump to any specific area.

What each card is for

  • Preferences — validation strictness and automatic incident numbering.
  • Form Configuration — hide fields, sections, and pages you do not use; require and default fields per call type; star the dropdown values you pick most often. Your state's NEMSIS form is already loaded — this is where you customize it for your agency.
  • Custom Fields — add agency-specific fields to the ePCR that the standard NEMSIS form does not cover.
  • Signature Verbiage — set the agreement statement each signature reason shows the signer before they sign.
  • Narrative Templates — build fill-in-the-blank narrative templates crews generate with one click.
  • Workflows — choose when a finished chart is sent to your billing software and when it is reported to your state, and see the chart status flow.
  • Quality Assurance — custom validation rules, vital sign thresholds, close call rules, AI review, and reviewer routing.
  • Audit Logs — a HIPAA-compliant trail of system access, PCR changes, and user activity.
  • Integrations — cardiac monitor setup (Stryker LIFENET and Zoll CaseReview) and other outside-system integrations.
  • Demographics — agency profile, vehicles, personnel, facilities, locations, contacts, devices, and NEMSIS configuration.