To add a new patient-specific task in EMIS Web, follow these steps:
- Access Tasks: Click the EMIS Web menu, point to Workflow, select Workflow Manager, and then click Tasks in the navigation pane.
- Add Task: On the ribbon, click Add Task.
- Select Task Type: Beside the Task Type field, click the drop-down icon and select the required task type. The available options depend on configured task types.
- Select a Patient: Beside the Patient field, do one of the following:
- Select the current patient's name from the drop-down.
- Use the Patient Find screen to search and select the required patient.
- Set Due Date: In the Due Date field, type the action date or click the calendar icon to select the required date. By default, today’s date is selected.
- Assign the Task: Beside the To field, click the search icon and choose the recipient from the Find Teams or Users screen. If a default recipient is configured, they will appear automatically but can be changed.
- Add Task Details: In the Notes field, type the action details (up to 8000 characters). If the task is urgent, mark it as such.
- Send Task: Click Send. The task will appear in the recipients' To-Do List and your Sent Tasks list. Urgent tasks are marked with a red arrow and prioritized at the top of the list.
"Using patient-specific tasks ensures targeted care actions are tracked and completed, improving patient outcomes and practice efficiency."
Did you know? Hero Health's platform allows patients to book appointments online, enhancing your practice's efficiency by reducing unnecessary administrative burden. You can configure specific slot types for direct booking via your practice’s website, ensuring patients have secure and flexible access to their medical appointments. Find out more about online booking with Hero Health.
