How do I add or edit residential institute codes for a trading partner in EMIS Web’s Registration Workflow?

Adding or Editing Residential Institute Codes in EMIS Web

To effectively manage patient registrations, it's important to ensure that residential institute codes for trading partners are accurately maintained. Here's how you can add or edit these codes in EMIS Web:

Steps to Add or Edit Residential Institute Codes

• Access the Workflow Manager Configuration: From the EMIS Web menu, navigate to Workflow and select Workflow Manager. Click on Config on the ribbon.
• Locate Trading Partners: In the Organisation Options section, click Trading Partners. From here, you can select the relevant trading partner to which you need to adjust the codes.
• Add/Edit Codes: Click on the Residential Institute Codes tab at the top of the lower pane. You have the option to Add a new code or edit an existing one by clicking Edit. Enter the appropriate code and name for the residential institute.
• Save Changes: Once you have entered or edited the information, click OK to apply the changes.

Keeping residential institute codes up-to-date helps ensure that patient data is accurately shared between your organisation and trading partners, leading to more efficient and seamless care coordination.

Did you know?

Efficient management of appointments and registrations is crucial in primary care settings. The Hero Health platform offers online booking and messaging functionalities that integrate seamlessly with EMIS Web, helping to reduce administrative tasks for healthcare staff. Consider exploring Hero Health's online booking features to enhance your practice's efficiency.