How do I reconcile registration data with a trading partner in EMIS Web’s Registration Workflow?

To reconcile registration data with a trading partner in EMIS Web’s Registration Workflow, follow these steps to ensure both your organisation’s and the trading partner’s records are aligned:

Download Information for Trading Partner

• Access EMIS Web, then navigate to Workflow, select Workflow Manager, and choose Registration.
• Within the GP Links - High Security section, click Actions and select Trading Partner Download.
• Choose your relevant trading partner and GP, if applicable, and specify the destination folder to save the download file.
• Click Download to save your organisation’s records, and ensure the file is encrypted before emailing it to your trading partner.

Upload Amendments from Trading Partner

• In the Work Manager, select Registration once again.
• Click on Actions and choose Trading Partner Upload.
• Select the received file, which contains the amendments sent by your trading partner.
• Click Upload to update EMIS Web with the amendments, ensuring both databases are synchronised.

Efficient reconciliation ensures you maintain accurate patient records and adhere to compliance requirements, which saves time and reduces administrative burden. By automating these processes where possible, the risk of data discrepancies is minimised, enhancing data integrity and trustworthiness in patient management.

Additionally, if you encounter issues with unmatched transactions or duplicate records, these should be resolved promptly to maintain system efficacy and accurate patient registration details.

Did you know? Hero Health’s platform offers online booking and care navigation triage features that integrate with EMIS Web. This streamlines patient interactions by facilitating independent appointment rescheduling and informative patient pathway submissions. [Learn more about online booking]