How do I create and manage trading partners in EMIS Web’s Registration Workflow?

To create and manage trading partners in EMIS Web's Registration Workflow, you need to configure settings that facilitate the exchange of patient registration data with other organisations, such as NHS bodies.

Accessing Registration Workflow Configuration

To begin, navigate to the EMIS Web menu, point to Workflow, click Workflow Manager, and then click Config on the ribbon. In order to configure the required settings, your role profile must include certain RBAC activities, such as B1680 Manage Demographic Duplicate Records and B0062 Local System Administration.

Configuring Trading Partners

• Once in Workflow Configuration, select Trading Partners from the Organisation Options pane.
• Click Add to create a new trading partner entry.
• Fill in the required fields:
  
  • Trading Partner Name - Enter the name of the trading partner.
  • DTS Mailbox - This is crucial for electronic communication.
  • Main Contact - Name of the primary contact person at the trading partner.
  • Telephone - Complete with the main contact number for quick communication.
• Click OK to save the trading partner information.

Benefits of Trading Partner Management

Establishing trading partners in EMIS Web streamlines the secure exchange of patient registration data, fostering efficient and accurate synchronisation between the practice and other NHS services. This process saves time, reduces potential errors in patient demographics, and ensures consistency in records across platforms.