The QA Workflow page lets your agency decide which PCRs get a closer look from a quality reviewer, who that reviewer is, and what happens to the report after review. Setting this up well is one of the biggest things you can do to keep your documentation consistent.
How quality review works in CloudPCR
Quality review is rule-based. You write rules that say "any PCR matching these conditions should go to this reviewer." When a PCR is submitted, CloudPCR checks it against every rule. If a rule matches, the PCR is routed to the right reviewer. If no rule matches, the PCR skips quality review and goes straight to the next step in your workflow.
Setting up a rule
- From Settings, click QA Workflow.
- Click New Rule.
- Give the rule a name your team will recognize (for example, "All cardiac arrests").
- Pick the conditions — what kind of call should match this rule. You can match by primary impression, disposition, age, call type, or any combination.
- Pick the reviewer who should handle PCRs matching this rule. Pick a single person or a group.
- Pick what happens after the review is done — usually the PCR moves to Approved.
- Save the rule.
The rule goes live for every new submission from that point on. Existing PCRs are not affected.
Examples of useful rules
Mentoring a new hire
Create a rule that catches every PCR submitted by a specific person and routes it to your training officer. The trainer sees every chart for the new provider's first 90 days. When the new provider is comfortable, deactivate the rule.
Refusal review
Refusals are high-risk and worth a second set of eyes. A rule that catches every refusal and routes it to your medical director (or a senior paramedic) keeps your liability low without bothering anyone with routine transports.
Cardiac arrest review
Cardiac arrests are clinically complex and feed national registries. A rule that routes every cardiac arrest to your medical director or QA officer makes sure the data is clean before it gets to the registry.
Random spot-check
A rule that catches a small random sample of all calls is a good way to keep documentation honest without overloading reviewers. Pick a percentage and a reviewer.
Tips
- Start with one or two rules. Adding more is easy. Removing them later when reviewers are buried is harder.
- Talk to your reviewers before turning a rule on. Make sure they have time for what you are sending them.
- If a rule sends too many PCRs, narrow the conditions instead of changing the reviewer.
- Review your rules every few months. As your agency changes, your rules should too.