Finalize a Run Record

The TripTix Quality Assurance process streamlines ePCR approval and finalization, cycling ePCRs from the point the record is saved through export, as explained below. The workflow described here applies both to TripTix Windows and CDX. (The Department Administrator plays the pivotal role in the finalization process.)

Records reflect the same record statuses displayed on the Home page. Some statuses are used only if Supervisor Review is enabled for your department.

Steps to Finalize a Run Record

1. 

Responsible Party	Record Status	Action Required
EMS User	Incomplete - Runs containing errors; cannot be considered complete	Check for and correct errors. When all errors are corrected, you are prompted to finalize the record.
System	Complete - Runs without errors, but that may contain warnings may still be present; Complete runs are queued briefly for NEMSIS validation.	None. Upon submitting a run for finalization, the run is briefly listed here while being validated.
Supervisor Reviewer, QA Reviewer	Pending Review - Runs without errors but awaiting Supervisor or QA Review.	Supervisor Reviewer - Review to either finalize the run or return it for corrections QA Reviewer - Second-tier review to either approve or escalate a run to the medical director or another individual for further attention
EMS User	Corrections - Runs sent back to the owner for a Supervisor or QA Reviewer to enter missing information.	Correct the record, then resubmit it
EMS User	Addendum - Runs sent back to the owner by Supervisor, QA Reviewer,  or Billing for the addition of an addendum to clarify or improve documentation	Add the requested addendum to the record then resubmit it
Supervisor, Medical Director	Validation Error - Runs that contain NEMSIS validation errors; held in this queue for review, then corrected or sent back to the record owner for correction.	Correct the record then resubmit it
System	Finalized - Runs without errors and that have been finalized. Complete runs are queued briefly for automatic upload.	No action necessary

Auto-Finalize Reviewed Runs

If your department has set this function to On, (the default), runs that have been reviewed or “sent back” will be automatically finalized. (“Sent back” runs include those with corrections made to them and those with addenda initiated by TripTix.)

The date and time for auto-finalizing the run is displayed on the Pending Review window, found at Run Records> Pending Review.

Review a Run's Access History

 To review a run's access history, go to the Run Summary screen.

1. Click the Actions menu button. Select Summary from the dropdown menu. The Run Summary window opens.
2. Scroll down to the Access History section of the Run Summary window.
   
   
3. Choose View Detailed Access History from the Actions menu on the record's row.