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, 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 tabs you do not use; favorite values you pick most often; set agency-specific defaults. 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.
  • Workflows — a reference chart of how a PCR moves through In Progress → Submitted → QA review, and how billing status flows in parallel. The flow itself is built in and not editable here — this panel is for understanding the status transitions.
  • Quality Assurance — the clinical and billing quality rules, age-based vital thresholds, close-call rules, and reviewer routing. See QA workflow settings for the routing part.
  • 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.