Hero Health - EMIS Web Support Guide

Can I switch between different EMIS Web modules while keeping a task open in the Workflow Task screen?

Workflow
Intermediate

The Workflow Task screen in EMIS Web allows users to maintain a focus on a task while switching between different EMIS Web modules. This is particularly useful when managing patient records or integrating workflows across various functionalities of the system.

Accessing Other Modules without Closing Tasks

To switch between different modules while keeping a task open in the Workflow Task screen, follow these simple steps:

  • First, ensure you have the Workflow Manager open and navigate to Tasks.
  • Access your To-Do List and double-click on the task you wish to work on, or select it and click Open on the ribbon.
  • The task will be displayed as a 'sticky tab' at the top of the screen, allowing you to navigate to other modules without losing the task view.
  • To access other EMIS modules, use the EMIS button or quick access toolbar; ensure the workflow tab remains open.
  • Return easily to the task by clicking on the workflow 'sticky tab'.
Utilise 'sticky tabs' to save time by managing tasks across multiple modules without re-opening tasks multiple times.

This functionality allows practice administrators and clinicians to seamlessly integrate tasks across patient care, record management, and administrative duties. By leveraging the Workflow Task screen, tasks remain accessible and can be actioned effectively, without disrupting workflow efficiency.

Category
Workflow
Sub category
Tasks
Difficulty
Intermediate

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Common questions

Frequently asked questions related to this topic

How can I switch between EMIS Web modules while keeping a task open?

How do I navigate back to my task on the Workflow Task screen after accessing another module?

What are the benefits of using the Workflow Task screen for managing tasks?

What is Hero Health?

Hero is an EMIS and Systm1 integrated messaging, scheduling and triage solution for NHS GPs. You can think of us as an Accurx alternative, but with more sophisticated appointment booking and more configurable care navigation triage.

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