Creating a document using a template in EMIS Web's Care Record can streamline your workflow and enhance efficiency, particularly when generating documents like referral letters that are regularly required.
Creating a Document Using a Template
Follow these steps to create a document in EMIS Web using a template:
- First, access the Care Record from the EMIS Web Menu and select Summary. Ensure you have selected a patient; if not, you will be prompted to do so.
- On the ribbon, click Add, point to Document, and then click Create Letter to bring up the New Patient Letter screen.
- To use an existing template, select a template from the list or click the search icon to find the required template.
- Click OK once the template is selected.
- If prompted, complete the Patient Letter Details screen, which includes EMIS Web controls on the left and your version of Microsoft Word, where you can compose your letter, on the right.
- Use the tabs to insert information from the patient's care record.
- Finally, save your document by clicking File in the left-hand pane, then Save As, and fill in the Document Properties screen as needed.
"Using document templates in EMIS Web can save significant time in your practice by reducing the need to re-enter information, thus allowing staff to focus more on patient care."
Did you know?
Hero Health integrates seamlessly with EMIS Web, offering enhanced features like online booking, which allows patients to easily schedule their appointments, saving time for both patients and administrative staff. Explore these features further by visiting the Hero Health website.
