Hero Health - EMIS Web Support Guide

How can I use the Workflow Task screen to view and manage tasks in EMIS Web?

Workflow
Intermediate

The Workflow Task screen in EMIS Web provides an efficient method for viewing and managing tasks, allowing seamless navigation between tasks and other modules. Here is how you can use it effectively:

Accessing the Workflow Task Screen

To access your tasks, click the EMIS Web menu, point to Workflow, select Workflow Manager, and then click Tasks in the navigation pane. From here, navigate to your To-Do List.

Navigating Tasks

  • Double-click a task in the right-hand pane to open it, or select a task and click Open on the ribbon. This displays the task in the Workflow Task screen as a new tab.
  • Utilise the left-hand pane to browse through all tasks in your selected category. The current task's details will be shown in the right-hand pane.
  • You can only open one task at a time; ensure to close or action a task before opening another.

Managing Tasks

With the Workflow Task screen providing a 'sticky tab', you can switch easily between this and any other EMIS Web module, such as the patient record module, by clicking EMIS or using the quick access toolbar.

Use ribbon options to manage task-specific actions. For instance, you can directly add notes, change the task owner, or mark tasks as completed.

Did you know?
Hero Health’s integration with EMIS Web adds seamless functionalities such as individual messaging, helping to streamline patient communication efficiently with attached booking links and necessary forms, all direct from your EMIS interface.

Category
Workflow
Sub category
Tasks
Difficulty
Intermediate

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Common questions

Frequently asked questions related to this topic

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

Can global viewers access tasks across the organisation in EMIS Web Workflow Manager?

How can the Workflow Task screen improve task management efficiency 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