Hero Health - EMIS Web Support Guide

How do you configure Workflow Manager (user and organisation settings) for GP2GP in EMIS Web?

Workflow
Intermediate

Configuring the Workflow Manager for GP2GP within EMIS Web is crucial for efficient GP2GP task management and ensuring smooth electronic health record transfers. Follow these steps to ensure your system is set up correctly:

Access Workflow Manager Configuration

To configure the Workflow Manager for GP2GP:

  • Open the EMIS Web menu.
  • Select Workflow Manager, then click GP2GP in the navigation pane.
  • Click Config on the ribbon to access the configuration options.

User and Organisation Configuration

Global Viewers Setup

Setting up global viewers ensures that administrators have access to all incoming GP2GP records. To configure global viewers:

  • In the Workflow Manager Configuration screen, under Organisation Options, click Global Viewers.
  • In the Global Viewers pane, select GP2GP, then click Add to choose users who should have global viewing privileges.

Task Escalation Settings

Task escalation ensures no task falls through the cracks. Configure task escalation as follows:

  • In the Organisation Options, click Task Escalation Settings.
  • Select GP2GP from the list, then click Edit. Set appropriate escalation intervals for routine and urgent tasks.
  • Identify administrators for escalating tasks using Find Users, then click OK.

Out of Office and Deputy Settings

Ensure tasks are managed in your absence by setting deputies:

  • Go to User Options and select Out of Office.
  • Specify your out-of-office status, return date, and enable deputies automatically.
  • Add deputies as needed in the Manage Deputies section.
Enabling effective task management through Workflow Manager can significantly reduce administrative burdens by ensuring tasks like GP2GP transfers are processed seamlessly and are clearly escalated should any issues arise.

Did you know? Hero Health integrates with EMIS Web to enhance your practices' efficiency further. With Hero Health's Care Navigation & Triage functionality, practices can direct patient inquiries swiftly, potentially decreasing GP2GP task escalations due to proactive patient management.

Category
Workflow
Sub category
GP2GP
Difficulty
Intermediate

You might also be interested in...

No items found.

Common questions

Frequently asked questions related to this topic

How do I access Workflow Manager in EMIS Web?

What are task escalation settings in Workflow Manager?

Can deputies be automatically enabled in Workflow Manager when someone is out of the office?

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