Patient identification
Full legal name, DOB, medical record number if available, contact information and emergency contact details to ensure accurate matching and follow-up.
A consistent triage protocol improves clinical communication, reduces treatment delays, and creates a defensible record for review, billing, and compliance.
The protocol is completed by frontline EMS clinicians and used by receiving hospital staff and oversight authorities.
Proper use ensures clinical continuity, correct billing, and defensible records for audits or incident review.
| Template upload | Upload PDF or DOCX master template. |
|---|---|
| Conditional fields | Show fields only when applicable to reduce errors. |
| Authentication | Enable SMS or secure login for provider identity. |
| Signing order | Set EMS clinician first, hospital receiver second. |
| Retention policy | Automatically archive per retention rules. |
Choose a platform that supports secure transmission, audit trails, and the integrations your agency relies on.
Full legal name, DOB, medical record number if available, contact information and emergency contact details to ensure accurate matching and follow-up.
Time-stamped fields for pulse, blood pressure, respiratory rate, SpO2, temperature, and any device readings to support clinical decision-making and handoffs.
Structured entry for chief complaint, mechanism of injury, or suspected diagnosis to guide triage category and immediate interventions.
Predefined acuity levels with checkboxes and criteria to promote consistent classification across crews and shifts for quality measurement.
Fields to list oxygen, airway maneuvers, IV access, medications administered, dosages, and response with exact times recorded.
Transport decision, receiving facility name, mode of transport, estimated time of arrival, and receiving clinician sign-off when available.
Record assessments and interventions during or immediately after patient contact.
Clinical oversight review recommended within 24–72 hours.
Submit transport and treatment records per payer timelines, often within 30–90 days.
Retain for six years under 45 CFR §164.530(j).
Report to public health or oversight as local law requires.
Initial on-scene assessment and interventions recorded.
Handoff to receiving facility with protocol attached.
Supervisor and medical director QA review occurs.
Signed record retained per retention policy.
| Criteria | EMS Triage Protocol | Incident Report |
|---|---|---|
| Primary purpose | clinical handoff | event narration |
| Requires clinical sign-off | sometimes | |
| Used for billing | occasionally | |
| Immediate field use |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |