To create a user-defined summary in EMIS Web, follow these steps:
Creating a User-Defined Summary
- Access the Care Record module through the EMIS Web menu.
- On the ribbon, click Print and select User Defined Summary.
- On the resulting screen, choose the specific sections you want to include in the summary.
- Print or email the summary as desired.
- You can save this set of sections as a template by clicking Save, providing a name and optional description, and setting the template visibility (either for personal use or organisational sharing).
If further filtering or configuration is needed, such as selecting specific consultations or value sections, apply these before saving.
Using User-Defined Summaries
User-defined summaries are especially useful for tailoring reports to meet specific requirements, such as legal documentation needs or particular clinical overviews. Templates can be reused across the organisation, standardising shared reports and saving significant time. For example, compiling a summary that includes only the most recent consultations, medications, and relevant investigations can quickly provide a focused overview for follow-up appointments with patients.
By saving templates for user-defined summaries, practices can simplify their routine documentation processes and ensure more consistent data management.
Did you know? Hero Health integrates with EMIS Web to enhance care delivery efficiencies. With features like online booking and individual messaging, Hero Health can streamline your practice’s patient interaction processes.
