To attach existing documents to a patient's Care Record in EMIS Web, follow these straightforward steps. First, access the Care Record by selecting it from the EMIS Web menu. Ensure you have selected the patient whose record you wish to update; if not, you will be prompted to find and select a patient using Patient Find.
Access the Documents Screen
Navigate to the Documents screen through the Care Record menu option. Once there, click on Add in the ribbon menu, select Document, and then choose Attach Document. This will open a new window allowing you to browse and select the file you wish to attach.
Select and Attach Your File
After selecting Attach Document, a file browsing window will appear. Navigate to the location of the existing document you want to attach. Click on the file and then select Open to proceed.
Attaching documents directly to a patient's Care Record helps streamline administrative tasks, reduce paperwork, and ensure secure, centralised record-keeping.
Next, you'll be prompted to complete the Document Properties screen. This involves specifying necessary details such as Document Type, Source, Document Title, and Date. You can also choose to create a consultation for the document if needed.
Save and Link Documents
Ensure you review all the details on the Document Properties screen, then click OK to save the document to the patient's Care Record. Once saved, the document is accessible from various tabs such as Documents, Consultations, and Care History. This integration enhances the visibility of vital information across the patient's Care Record.
Utilise features such as document annotation and linking to referrals to ensure documents are fully integrated into the patient's medical records efficiently.
Did you know?
By integrating with EMIS Web, Hero Health enables seamless batch messaging and care navigation triage, helping practices communicate effectively and direct patients to the appropriate services. Visit our website for more details.
