How do I copy and edit the default test request template so I can use it in my own folder in EMIS Web?

Copying and Editing the Test Request Template

To tailor the test request template to suit your clinical needs better, you can duplicate and edit the default test request template in EMIS Web.

Access Template Manager

1. Navigate to the EMIS Web menu. 2. Hover over Configuration and select Template Manager.

Copy the Template

• Within the Template Manager, switch to the Templates and Protocols tab.
• Select the folder you want to store your custom template, or create a new one by clicking the plus icon and selecting the folder icon.
• Inside the EMIS Library folder, locate and select Primary Care Templates, then choose Test Request Template.
• On the ribbon, click Copy, navigate to your folder, and click Paste to move the copy to your chosen folder.

Edit the Template

• In your designated folder, select your copied Test Request Template and click Edit on the ribbon.
• Utilize the Template Builder screen to make desired changes. Add new pages, sections, or test requests as needed.
• Integrate new clinical codes by choosing the Data Entry Components tab and dragging clinical codes to the appropriate location in the template.

Remember not to rename the original template to prevent affecting its current workflow configurations. Once your edits are complete, click Save and Close.

Customizing test request templates can significantly reduce administration time during consultations, allowing clinicians to focus more on patient care.