To create an admin task in EMIS Web that isn’t linked to a patient, follow these steps:
Access the Tasks Module
Begin by accessing the Tasks module through the Workflow Manager:
- Click on the EMIS Web menu.
- Point to Workflow, select Workflow Manager, and then click on Tasks in the navigation pane.
Create a New Admin Task
With the Tasks screen open, follow these steps:
- On the ribbon, click Add Task.
- In the Task Details screen, beside the Task Type field, click the drop-down icon and select the appropriate task type for admin tasks.
- If a patient name is displayed, ensure you have selected a non-patient task type to correctly attribute it as an admin task.
- In the Subject field, type a brief description of the task.
- In the Due Date field, input the deadline for task completion using the calendar icon, if needed.
- Beside the To field, click the search icon to find and select the recipient user or team.
- If sending to multiple recipients, check the option All Recipients to Action Task, if required, ensuring each recipient takes action on their task.
- In the Notes field, provide detailed descriptions or instructions for the task.
- If the task is high-priority, select the Urgent option.
- Click Send to allocate the task to the assigned recipients. Their To-Do List will reflect this task, and you’ll find a copy in your Sent Tasks list.
Admin tasks improve organisational efficiency by enabling practice staff to streamline workflow management for non-patient-related responsibilities, ensuring that administrative duties are executed smoothly.
Did you know?
Hero Health’s platform empowers GP practices by integrating with EMIS Web to enhance appointment handling and patient interaction management. For example, with Individual Messaging, practices can send targeted messages including attachments, saving time for administrators and improving communication workflows.
