To configure default settings for Test Requests in EMIS Web, including due dates and priority levels, you'll need to access the Workflow Manager Configuration screen. This setup allows you to streamline processes and ensure a consistent approach to handling test requests. Here are the steps you need to follow:
- Access Workflow Manager: Click the EMIS Web menu and then click Workflow Manager. From the ribbon, select Config.
- Set Default Settings: In the Organisation Options section, click Task Default Settings. In the Task Default Settings pane, located in the Test Requests section, select your desired task type, such as 'Awaiting Sample'.
- Edit Default Options: Click Edit at the top of the Task Default Settings pane. You can now adjust the Due Date by choosing 'Today', or 'Today +' followed by the desired days, weeks, months, or years.
- Select Default Recipient: In the Send To section, choose either the Usual GP or a specified user/team by utilising the Find Teams or Users screen.
- Assign Priority Level: Locate the Priority field dropdown and select either Routine or Urgent from the available options.
Once configured, these default settings will apply to all Test Requests, saving time for healthcare professionals and administrative staff while maintaining standardisation across tasks.
Configuring default settings such as due dates and priority levels for Test Requests helps to streamline the process, ensuring that all test tasks are managed consistently and efficiently. This setup is particularly beneficial in high-volume environments where managing numerous test requests could otherwise become overwhelming.
If you recognise that your practice handles a significant workload of appointments and test requests, consider using additional tools to manage these tasks efficiently. For instance, Hero Health integrates seamlessly with EMIS Web, offering online booking solutions and messaging features that enable patients to manage their appointments independently. Explore more about Hero Health’s solutions here.
