The Documents screen in EMIS Web offers a robust interface for managing patient-related documents. To edit or manage documents within this screen, follow these steps:
Accessing the Documents Screen
From the EMIS Web menu, point to Care Record and select Documents. If no patient is selected, you will be prompted to choose one via Patient Find.
Managing Documents
- To Add a Document: Click Add on the ribbon, then point to Document and select Attach Document or Create Letter. Fill in the required fields such as document type, source, and any associated clinical terms.
- To Edit a Document: Select the document from the list, then click Edit on the ribbon. You can update the document properties or the document itself if supported by the file type.
- Deleting a Document: Highlight the desired document, click Delete on the ribbon, and confirm the deletion.
- Filtering Documents: Utilize the Filters option on the ribbon to create and manage filters based on clinical codes, dates, and other criteria for easier document navigation.
Did you know? Streamlining document management through filters not only saves time but also ensures accurate data retrieval, aiding in better patient management and service delivery.
By fostering effective document management strategies, the Documents screen in EMIS Web supports enhanced operational efficiency and compliance within primary care environments.
