Hero Health - EMIS Web Support Guide

How can I open and action a test request directly from the Workflow Manager Task screen in EMIS Web?

Workflow
Intermediate

To open and action a test request directly from the Workflow Manager Task screen in EMIS Web, follow these steps:

  • Access the Workflow Manager Task Screen: Click on the EMIS Web menu, navigate to Workflow Manager, and select Test Requests from the navigation pane. The Test Requests screen displays all the pending tasks.
  • Open a Test Request: Locate the test request you wish to open. Click "Open Test Request" on the Test Requests ribbon, or use the navigation pane in the Workflow Manager to select a request. The request opens in a new tab at the top of the screen, allowing you to keep multiple requests handy while navigating through patient records or EMIS Web modules.
  • Action the Test Request: Use the ribbon options to action the test request directly from the Workflow Manager Task screen. These include acknowledging the request, marking samples as taken, or adding additional notes or files.
  • Navigate and Complete Actions: Once you've taken the required actions, you can easily switch between tasks using the Previous and Next buttons on the ribbon to manage other requests. To close and return to the main Tasks screen, simply click Close.
"The Workflow Manager Task screen lets users handle multiple test requests efficiently, streamlining the workflow and improving task management capabilities within EMIS Web."

Integration with other EMIS Web modules is seamless, ensuring that you have all the necessary information when making decisions regarding patient care.

Category
Workflow
Sub category
Test requests
Difficulty
Intermediate

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Common questions

Frequently asked questions related to this topic

How do I access the Workflow Manager Task screen in EMIS Web?

Why should clinicians use the Workflow Manager Task screen for test requests?

What should I do if I can't open a new test request in the Workflow Manager Task screen?

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