Collect every piece of data you need while meeting NEMSIS standards

Agency Forms for ESO EHR is here

Since day one, ESO EHR was designed to help agencies quickly and efficiently capture patient records that meet NEMSIS data standards. In doing so, consistent data entry was key. This consistency removed any friction from the process of staying compliant, but limited agencies’ ability to capture data necessary for obtaining grants, research, or any additional medical director requirements.

The ESO community vocalized a desire for more native customization, so the ESO Innovation Team got to work designing a tool that aligned with agencies’ needs, allowing this much needed flexibility without compromising the ability to meet NEMSIS data standards.

The end result was Agency Forms. A team effort between ESO and the ESO community, Agency Forms delivers the customization that agencies require while upholding the continued quality of data.

Your team can now collect custom data fields with Single Line Text, Multi-line Text, Multi-select, and Date/Time – well beyond your standard ePCR. This allows you to track grant compliance and document local operational reporting, clinical research, quality improvement, and community health initiatives without any extra steps and without having to wait for fields to be requested enough to be added to the product roadmap.

With Custom Rules, you can create validation rules tailored to your documentation requirements. These rules use the conditions you define to ensure that required fields, flowchart entries, or other documentation is completed within your Agency Forms when your specified criteria are met.

How Agency Forms works

Your agency shares your desired customization with your ESO team, who in turn build and validate your rules and forms on your behalf – ensuring you get exactly what you’re looking for without compromising your data integrity. You review the draft and approve, then both the rules and forms are published. The data integrates directly with ESO Insights and Snowflake, so you can report on it right away.

For your field teams, custom forms appear within their normal ePCR – no new apps or extra training needed. Rules Builder allows you to require customized forms based on incident type, impression, or other triggers, making it easy to continue to collect consistent, accurate data in the field.

Who will benefit

Agencies participating in specialized grants and research, those needing to accommodate medical director documentation mandates, or any organization seeking greater autonomy over the data they collect can now achieve these goals more easily.

When will it be available

Agency Forms are available for both web and Windows Mobile starting Aug. 27. If you’re interested in ensuring you collect the exact data that your team needs, get more in-depth information by checking out this helpful one-pager or reach out to your ESO Customer Success or Sales representative to learn how you can opt in.

FAQs

General overview

What is Agency Forms?

Agency Forms is a new offering for ESO EHR customers that comprises custom forms and custom rules:

• Custom forms allow agencies to collect data that extend beyond standard ESO EHR fields and workflows. They help organizations document local operational, clinical, research, quality improvement, compliance, and community health initiatives without waiting for changes to the ESO core product.
• Custom rules are agency-specific validation rules that enforce documentation requirements based on defined conditions. A rule can require fields, flowchart entries, or other documentation elements when specific criteria are met.

Is there a cost for Agency Forms?

Yes, Agency Forms, including custom forms and rules, are available as a combined purchase and includes the assignment of a Client Success Manager at ESO that will support you using the rules and forms builder to build and publish the needed forms and rules to your ESO Admin tenant.

Functionality

How do Agency Forms appear to field providers?

Agency Forms appear directly within the normal EHR workflow. Field personnel complete them as part of chart documentation without needing a separate application or workflow.

You can identify the feature by this icon on your dashboard:

Can a custom rule require the completion of a custom form?

Yes, a custom rule can make a custom form conditionally required based on criteria such as incident type, impression, or other configurable triggers.

What types of fields are currently supported?

Current supported field types include single-line text, multi-line text, multi-select fields, and date/time fields. Additional field types are planned as the platform evolves.

Reporting and data

Can data collected through Agency Forms be reported on?

Yes, Agency Forms data are available for reporting through ESO Insights and Snowflake. This supports operational reporting, compliance monitoring, grant reporting, and performance measurement.

Will Agency Forms data be stored with the patient record?

Agency Forms are incorporated into the EHR workflow and become part of the associated patient care documentation.

Configuration and administration

Can agencies build forms or rules themselves today?

Not currently. Form and rule creation is performed by ESO Professional Services. Future roadmap plans include broader customer administrative access.

Who builds custom forms and rules?

Agency Forms, including custom forms and rules, are currently built by ESO Professional Services to ensure rule quality, reporting integrity, and workflow consistency.

Why does ESO build rules for customers today?

Rules can impact documentation workflows, reporting accuracy, compliance, and downstream behavior. ESO currently reviews and configures rules to help avoid unintended consequences.

How does a customer request a custom rule or form?

The customer works with their ESO Customer Success Manager, Account Executive, or Professional Services team to define the requirements. ESO then evaluates, designs, tests, and deploys the rule or form.