To set organisation-wide default recipients for specific tasks in EMIS Web, you need to access the Task Default Settings within the Workflow Manager Configuration. This ensures that any task category or type has a pre-defined recipient, streamlining task management for your organisation.
Configuring Default Recipients
Follow these steps to establish default recipients:
- Navigate to the EMIS Web menu.
- Select Workflow and choose Workflow Manager, then click Config on the ribbon.
- Under Organisation Options in the left-hand pane, click Task Default Settings.
- In the Task Default Settings pane, choose the task type you wish to set a default recipient for.
- Click Edit and use the search option to select a specified user/team or choose Usual GP if applicable.
- Click OK to save the settings, ensuring these defaults streamline the communication flow.
Benefits of Default Recipients
Streamlining task allocation by setting default recipients not only standardises workflow but also significantly reduces administrative burden, ensuring tasks are actioned promptly and consistently across the organisation.
Default recipient settings can enhance privacy considerations by directing sensitive information to designated team members who are authorised to handle such data.
To further enhance your practice's workflow, consider integrating with systems like Hero Health, which offers features such as online booking and care navigation to complement EMIS Web. Visit the Hero Health website for more information.
