Hero Health - EMIS Web Support Guide

How can I manage and use saved summary templates in EMIS Web's Care Record?

Care record
Intermediate

When using EMIS Web's Care Record, saved summary templates can greatly enhance efficiency and ensure consistency. Here’s how you can manage and use these templates effectively:

Managing Templates

To manage your saved summary templates, start by accessing the Care Record:

  • Click on the EMIS Web menu, navigate to Care Record, and select the module you need.
  • On the ribbon, click Print and then choose Manage Templates.

From here, you can add new templates, remove outdated ones, or reorganise them as needed.

Creating User-Defined Summaries

To create a user-defined summary template, follow these steps:

  • Select User Defined Summary from the Print menu.
  • Choose the sections you wish to include and configure any necessary settings or filters.
  • Click Save; provide a template name and description if desired.
  • Select whether the template is for personal use or shared within your organisation.
Templates can be configured to ensure critical information is consistently captured across patient records, reducing the risk of omissions.

Using Saved Templates

To apply a saved summary template:

  • Access Care Record and select the appropriate patient.
  • Go to Print on the ribbon and choose the necessary template from the list.
  • Print or email the summary as needed.

Implementing user-defined summaries helps maintain clarity and uniformity, benefiting both patient care and administrative duties.

Category
Care record
Sub category
General
Difficulty
Intermediate

Common questions

Frequently asked questions related to this topic

How do I delete a summary template in EMIS Web's Care Record?

Can I share a summary template with others in my organisation?

What are the benefits of using saved summary templates in EMIS Web?

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