Hero Health - EMIS Web Support Guide

How do I remove or delete a new registration transaction that wasn’t successfully sent to the trading partner in EMIS Web?

Workflow
Intermediate

In EMIS Web, removing or deleting a new registration transaction that wasn’t successfully sent to the trading partner is managed through the Registration Workflow. This functionality can be essential in ensuring accurate records and preventing administrative overhead from unresolved transactions.

Steps to Delete a New Registration Transaction

Follow these steps to delete a registration transaction that was not successfully transmitted:

  • Access the Registration Workflow by going to the EMIS Web menu, selecting Workflow, and then Workflow Manager.
  • In the navigation pane, choose Registration.
  • Select the transaction type relevant to the unsuccessful transmission, which may typically fall under categories like Amendments or Failed Approval in the GP Links section.
  • Click the transaction you wish to delete. You can select multiple transactions by holding down CTRL and clicking each one. For a block of transactions, click the first one, hold SHIFT, and click the last one.
  • On the ribbon, select Delete. A confirmation message will prompt you.
  • Click Yes to confirm. The selected transaction(s) will be deleted.
By effectively managing registration workflows and deleting failed transactions, practice administrators can improve the accuracy of patient records and reduce the time spent on error resolution, ultimately enhancing service efficiency.

Ensuring the successful handling of registration transactions not only supports accurate record-keeping but also streamlines practice operations. By promptly managing any unsuccessful transactions, issues such as duplicate records or delays in patient care can be mitigated.

Did you know?

Hero Health's care navigation triage system allows patients to provide information directly to the practice via your website, directing them effectively to local services or resources if needed. This can enhance patient care pathways and reduce administrative burdens for your staff. Learn more about how this functionality can benefit your practice here.

Category
Workflow
Sub category
Patient registration
Difficulty
Intermediate

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What is Hero Health?

Hero is an EMIS and Systm1 integrated messaging, scheduling and triage solution for NHS GPs. You can think of us as an Accurx alternative, but with more sophisticated appointment booking and more configurable care navigation triage.

Learn more