Hero Health - EMIS Web Support Guide

How do I add notes and manage referral task priorities in EMIS Web?

Workflow
Beginner

To efficiently manage referral tasks like adding notes and prioritising tasks in EMIS Web, you may use the Referral Management section within Workflow Manager. Below are the steps to help streamline these processes:

Adding Notes to Referral Tasks

  • Go to the EMIS Web menu, select Workflow Manager, and click on Referral Management.
  • In the navigation pane, choose the relevant category, then select the task to which you wish to add a note.
  • On the ribbon, click Add Note. Enter your note in the note screen and then click Close to save.
  • A pencil icon will appear beside the task indicating it has a note attached.

Managing Referral Task Priorities

  • Within Referral Management, click on the desired task category in the navigation pane.
  • Select the task you wish to prioritise from the right-hand pane.
  • In the ribbon, choose High Priority to mark the task as urgent.
  • A red arrow icon will indicate that the task is high priority.

Prioritising tasks effectively ensures critical actions are addressed promptly, reducing potential disruptions to patient care.

Overall, these capabilities within EMIS Web can significantly enhance workflow efficiency in a clinical setting.

Did you know? Hero Health’s Care Navigation feature can integrate with EMIS Web, allowing practices to configure specific patient pathways and direct them to the appropriate services. This improves patient processing and reduces unnecessary clinical interventions.

Category
Workflow
Sub category
Referrals
Difficulty
Beginner

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Common questions

Frequently asked questions related to this topic

How can I view or edit existing notes in EMIS Web?

How can care navigation improve referral processes in a GP setting?

How do I escalate a referral task priority 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.

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