Hero Health - EMIS Web Support Guide

How do I use the Data tab in Registration Workflow to locate detailed patient or transaction information for an unmatched transaction in EMIS Web?

Workflow
Intermediate

To locate detailed patient or transaction information for an unmatched transaction in EMIS Web's Registration Workflow, follow these steps:

Access the Data Tab in Registration Workflow

1. Click the EMIS Web menu, go to Workflow, then select Workflow Manager and choose Registration from the navigation pane.

2. Ensure you have the required RBAC activity: B1680 (Manage Demographic Duplicate Records) in your role profile.

Using the Data Tab

1. In the Registration Workflow ribbon, select the transaction which you wish to investigate.

2. Click on the Data tab to view detailed information about the transaction.

3. Search for the NHS number from the unmatched transaction in the EMIS system using the Patient Find (F5) function to locate or amend patient information as necessary.

This functionality allows administrators to efficiently resolve unmatched transactions, saving time by quickly accessing necessary details.

Finding Additional Information

If further investigation is needed, select Search Transactions under the Actions menu. Input a date range around the unmatched transaction receipt to cover potential variations in transaction dates.

By using these steps, you can effectively resolve unmatched transactions, ensuring patient details are accurate and up-to-date.

Category
Workflow
Sub category
Patient registration
Difficulty
Intermediate

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Common questions

Frequently asked questions related to this topic

How do I search for registration transactions in EMIS Web?

What permissions do I need to access the Registration Workflow in EMIS Web?

How does the Workflow Task screen in EMIS Web assist in managing transactions?

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.

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