To set or change the default shared record view in the Sharing Navigator for an organisation in EMIS Web, follow these steps:
- Ensure you have the appropriate RBAC (Role-Based Access Control) permissions assigned.
- Navigate to the Care Record Summary.
- Locate and access the CR Config on the ribbon.
- Within the Organisation Options pane, select Sharing Navigator.
- Choose your preferred default shared record view, whether it be "My record," "All records," or a specific care record sharing agreement available under your organisation’s existing agreements.
- Save your changes to ensure the new default setting is active for your organisation.
By efficiently setting the default shared record view to align with commonly accessed records, practices can streamline workflows and achieve better efficiency.
Note: Each individual user in the organisation can override the organisation default setting by configuring their own default shared record view according to their daily requirements.
