Managing and Editing Referral Letter Tasks in EMIS Web
Referral letters are an essential part of managing patient care and can be effortlessly managed within EMIS Web. You can streamline your workflow by efficiently handling referral letter tasks.
Editing Referral Letters
To edit a referral letter task, first, access the Referrals module by selecting Care Record from the EMIS Web menu and clicking on Referrals. Here’s a step-by-step guide on how to manage and edit referral tasks:
- Access Referrals: Open the Referrals screen from the EMIS menu.
- Search and Select: Use the Search View on the ribbon to find the referral you need to manage. Once located, select the required referral.
- Edit Task: After selection, click Edit on the ribbon. This allows you to update or modify the referral letter as needed.
- Save Changes: After editing, click OK to save the updated referral letter.
Managing Referral Letter Tasks via Workflow Manager
The Workflow Manager is a powerful tool in EMIS Web that allows you to oversee referral tasks effectively. Here’s how:
- Organise Tasks: Access Referral Management in Workflow Manager. This screen displays all referral-related tasks, helping you oversee both pending and completed ones.
- Create and Delegate:**Add option to create new referral letters or assign tasks to other team members for completion.
This functionality allows practice administrators to prioritise tasks, ensure timely dispatch of referral letters, and maintain an organised workflow, ultimately enhancing practice efficiency.
Quick Tips:
- Link Referrals: Easily link referrals to existing problems for a comprehensive care record.
- Status Updates: Change referral statuses using the Mark As button for seamless tracking.
Did you know? Hero Health’s Batch Messaging allows practices to send customised referral reminders or instructions to groups of patients all at once, enhancing patient communication and reducing administrative workload.
