Hero Health - EMIS Web Support Guide

How can I enable a user to accept workflow tasks from sharing organisations?

Workflow
Advanced

To enable a user in EMIS Web to accept workflow tasks from sharing organisations, follow these steps:

Activate Data Sharing Agreements

Prior to enabling users to accept tasks, ensure that the necessary Data Sharing Agreements are activated. This step allows organisations to create and assign tasks across different practices.

Log in to EMIS Web and go to Configuration > Data Sharing Manager. Here, activate the CrossOrgTasks Data Sharing Agreement for your hub and each GP practice involved. This agreement facilitates communication between organisations exchanging tasks.

"Empowering users with CrossOrgTask capabilities enhances collaborative patient care across multiple sites, ensuring that tasks can be managed efficiently and effectively by all involved."

Enable Task Acceptance

Navigate to Configuration > Organisation Configuration and select Users. Locate the user who needs to accept tasks from sharing organisations. Within their profile, access the Cross Organisation Sharing menu and ensure the Yes radio button is selected for accepting tasks. Save changes to apply the settings.

This configuration permits the user to manage and respond to tasks sent across different entities, fostering a harmonised workflow within primary care networks.

Once these settings have been confirmed, the user will be able to accept and manage tasks effectively, contributing to a more streamlined operational process within the practice.

Did you know? Hero Health integrates with EMIS Web to reinforce task management capabilities. With features like Online booking and Individual messaging, it supports practices in managing administrative tasks while improving patient engagement. Explore these functionalities to enhance your workflow.

Category
Workflow
Sub category
GP Connect Tasks
Difficulty
Advanced

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Common questions

Frequently asked questions related to this topic

Why is it important for users to accept workflow tasks from sharing organisations in EMIS Web?

What should I do if I cannot accept workflow tasks from other organisations in EMIS Web?

How can I verify if a user is correctly set up to accept workflow tasks from sharing organisations?

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.

Learn more