User Resources

Accessing the Case Report Interface

Mobile app users can access the Case Report interface through the mobile app in different ways.

1. When a responder is currently assigned to an active incident:

1. From the Home Screen, open the Sidebar
2. Locate the incident you are assigned to and press the + Add button
3. Press  Add Case Report from the list

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2. When a responder completes the incident they will get the Incident Summary:

1. Scroll down if needed and press  Add Case Report from the options

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3. From the Incident History when a responder completes the incident:

1. Press the Settings icon on the bottom navigation bar
2. Scroll to the bottom and press on Incident History
3. Locate the specific incident and press the  Add Case Report button

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Creating Case Reports

Mobile app users can create Case Reports through the mobile app for incidents that they have been assigned to.

To add, edit or view a Case Report, mobile app users first verify their identity through the Log In interface:

1. Log In using the email and password that was registered.
2. Forgot Password — Use this feature to send a password reset link to the user-registered email. The correct email must be entered in the email field for the process to complete
3. After a successful Log In press the Create new + button that will be displayed
4. This is how the Case Report form will look initially before completion

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The Case Report form has ten ( 10 ) main sections to capture information including a signature requirement:

1. Incident Info — This section includes: Responder Name, Incident Address, Location Type and Severity. It includes automatically captured information from the Incident Details
2. Personal Info — Here you can add Personally Identifiable Information (PII) details about the person a responder is providing services to
3. History Info — An open text field which allows users to document the history of the incident and/or patient
4. Assessment — includes Signs & Symptoms and Psychological Presentation subsections to document vital signs and other common observable assessment findings along with some guided open text fields to continue PHI capture
5. Treatment — Use this to document medical interventions (mostly applicable to EMS)
6. Transport — Includes automatically captured information from the Incident Details if a transport incident workflow has been completed. Manual input is also possible
7. Outcome — Includes guided open text fields: Referral, Disposition, Safety Plan
8. Documents — Custom Documents uploaded through the Web App will be available here for responders to access and download
9. Attachments — image and file attachments can be uploaded and saved here
10. Signature — A signature will always be required in order to submit a Case Report. Press on the field to Sign and Save. The signature will be added to the attachments section when successfully captured
11. Submit — This button will activate when all Required Fields are complete. Please submit a Case Report before leaving the interface as this will save the information and allow the user to come back to Amend Case Report   
12. Cancel — Closes the Case Report and information entered on the form related to the session will be lost if not submitted — this is to prevent unauthorized access and storage on devices
13. Back — Use this button to go back. Note that all information will be lost if the user goes out of the Case Report interface without a successful submit
14. Expand / Collapse All — Pressing this button will expand or collapse all sections at once

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Amending Case Reports

Mobile app users can Amend Case Reports through the mobile app. This option will only be available for incidents that already have a submitted Case Report by the specific responder.

Once a Case Report has been submitted a responder can submit Amendments to add or correct information from the previous submission.

To Amend A Case Report:

1. Locate the incident and press Add Case Report. Log In using the email and password that was registered
2. Press the Amend Case Report button that will be displayed
3. Expand the menu to show the revisions. If multiple Amended Case Reports have been submitted a Revision will be displayed for each
4. Select the Revision you would like to Amend

IMPORTANT: Amending a Case Report does not overwrite the original submission. Amending a Case Report allows you to add information or make corrections, but previously submitted information will not be deleted. Amendments can be made as many times needed and will be displayed along with the original submission in the Case Report printout file, along with User names and timestamps. Make sure to Submit the Case Report.

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Documents & Attachments

Custom Documents

Custom Documents uploaded through the Web App will be available for Responders to use when creating a Case Report

When the agency has uploaded custom documents they will be available under the Documents Section:

1. Locate the Documents section and expand to display the list of documents
2. Press on the desired document to view the options available
3. Press the Eye icon to show a pre-view screen of the document
4. Open in Third Party Application — press this button to open the document on any installed application that will allow you to edit / fill the document
5. A disclaimer message will appear. Agreeing by checking the box is required to continue
   
   *** IMPORTANT ***
   Beacon is not Responsible for the security of data shared with Third Party Applications
   
6. Once the document is complete, it will need to be retrieved as a file attachment from the device.

Continue to the next section to learn about Adding Attachments

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Uploading Attachments

Responders can include attachments when creating a Case Report

Responders can manually upload attachments to be included with the Case Report:

1. Locate the Attachments section and expand
2. Press the add attachments button to display the options available:
   1. Use Camera — Allows the camera to capture an image without the need to go out of the app (permission to use the camera should be granted)
   2. Gallery — Allows a user to select an existing image from the device gallery
   3. Files — allows to browse and select files located on the device.
      If using the Custom Documentation feature with a Third Party App as described on the previous page, this step is needed to locate the file and upload it into the Case Report

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