Hero Health - EMIS Web Support Guide

What are the key steps in configuring a dummy user for a pooled list in EMIS Web?

Workflow
Beginner

Configuring a dummy user for a pooled list in EMIS Web streamlines patient registration processes within NHS primary care sites. Follow these key steps to set it up:

Create a Dummy GP User

  • Access Organisation Configuration by clicking the EMIS Web menu, selecting Configuration, and then Organisation Configuration.
  • In the Organisation Configuration screen, click on the Users tab at the bottom left.
  • Select the required organisation and role, then click Add and select Add New User.
  • Complete the user setup screens using the details provided by your ICB, ensuring the Job Category is set to General Medical Practitioner and the Consulter field to Yes.

Configure the Dummy GP for a Pooled List

  • Access Registration Workflow through the EMIS Web menu under Workflow, then Workflow Manager.
  • In the navigation pane, select Registration. Ensure you have RBAC activity B1680 for this access.
  • In the Organisation Options on the left, choose Trading Partners.
  • Select the relevant trading partner in the upper pane. On the GP Codes tab, edit the dummy GP user, setting them as the Senior Partner.

Create the Pooled List

  • Within Registration Workflow, click Actions and select Setup Pooled List.
  • Enter the required information – trading partner, pooled list user, local code, GMC number, and index number as provided by your ICB.
  • Click OK to finalise the setup.
Utilising a pooled list through a dummy user minimises administrative workload by centralising appointments and patient management, ensuring seamless continuity when staff changes occur.

Ensure your practice adheres to local guidelines and obtains all necessary approvals before implementing a pooled list setup.

Category
Workflow
Sub category
Pooled list
Difficulty
Beginner

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Common questions

Frequently asked questions related to this topic

How do I configure a patient pooled list in EMIS Web?

What permissions are required to create a pooled list in EMIS Web?

Why should I use a dummy user for a pooled patient list?

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.

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