How do I add a task to a lab report in EMIS Web?

To add a task to a lab report in EMIS Web, first access the Lab Reports area via the Workflow Manager. Ensure the relevant permissions are set in your role profile, with RBAC activity B0360 enabled to view detailed health records.

Steps to Add a Task to a Lab Report

• Access Lab Reports: Click the EMIS Web menu, navigate to Workflow Manager, and select Lab Reports in the navigation pane.
• Select the Report: Once in the Lab Reports section, choose the report within your Inbox you wish to add a task to.
• Open the Report: On the ribbon, click the Open Report option.
• Add a Task: When the report is open, tick the Send task box.
• Select Task Type: Click the drop-down icon in the Task Type field to choose the type of task you want to create.
• Assign the Task: Use the search icon next to the To field to select the user(s) or team(s) you would like to assign the task to.
• Add Notes: Enter any additional notes in the Notes field, providing relevant context or instructions.
• Set Due Date: Click the calendar icon or type a due date in the dd-mmm-yyyy format. Mark the task as Urgent if necessary.
• Confirm Completion Requirements: If all users must complete the task, select All users must action task.
• Finalize: Click File to save the task with the report.

This tasking ability in lab reports allows practitioners to organise follow-up actions efficiently, ensuring that lab results are reviewed and managed promptly. It aids in maintaining streamlined workflows and enhances patient care by ensuring no steps are missed post-report review.

Remember, you must view reports before filing them, and if you add tasks, outstanding tasks must be completed before you can archive lab reports automatically.

Tip: Using the Workflow Manager's Lab Reports efficiently can significantly enhance your ability to manage and handle patient reports, ensuring better follow-up and patient management.