Hero Health - EMIS Web Support Guide

What are the steps to edit or delete a saved filter in EMIS Web?

Care record
Beginner

Editing or Deleting a Saved Filter in EMIS Web

To edit or remove a saved filter in EMIS Web, follow these straightforward steps. Efficient filter management helps streamline data access and ensures that you interact with patient records in the most effective way possible.

Steps to Edit a Saved Filter:

  • Navigate to the Care Record module where the filter is applied.
  • Select the desired screen, then click on Filters in the ribbon and choose Manage.
  • In the "Manage Module Filters" screen, locate the section of the Care Record you wish to edit in the left pane.
  • In the right pane, select the filter you want to modify and click Edit.
  • Adjust the filter parameters as needed, using the options available for creating new filters, then click OK.
  • On the "Save Filter" screen, modify the filter title and/or description if necessary, and click OK to finalize changes.

Steps to Delete a Saved Filter:

  • Access the relevant Care Record module.
  • Once in the desired screen, click on Filters in the ribbon and select Manage.
  • From the "Manage Module Filters" screen, choose the correct section within the Care Record on the left.
  • In the corresponding right pane, mark the filter you wish to delete and click Remove.
  • Confirm the deletion by clicking Yes.
Efficiently managing saved filters can profoundly enhance productivity, reducing the need to reconfigure filters for each patient and allowing quicker access to important patient information.
Category
Care record
Sub category
General
Difficulty
Beginner

Common questions

Frequently asked questions related to this topic

Why is managing filters important in EMIS Web?

Can saved filters be applied to different patients in EMIS Web?

What should I do if a saved filter is missing in EMIS Web?

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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