Hero Health - EMIS Web Support Guide

What are the steps to manage, edit, or delete saved filters in EMIS Web?

Care record
Intermediate

Saved filters in EMIS Web allow users to efficiently manage the vast amount of information stored within patient care records by applying specific criteria to display only the data needed at that moment. Here's how to manage, edit, or delete these saved filters.

Managing Saved Filters

To effectively manage your saved filters, navigate to the Documents section:

  • From the EMIS Web Menu, point to Care Record and select Documents.
  • Access the Filters on the ribbon and click Manage.
  • In the Manage Module Filters screen, ensure that Documents is selected.

Editing Saved Filters

Edit an existing filter as follows:

  • On the Manage Module Filters screen, select the filter you wish to edit and click Edit.
  • Modify the filter criteria as needed. You can add more filter conditions at this stage.
  • Hit OK to update the filter.
  • A Save Filter screen will prompt you to edit the filter's title or description if required. Click OK to save changes.

Deleting Saved Filters

To delete a saved filter, follow these steps:

  • From the Filters ribbon, select Manage.
  • Select the filter you wish to remove and click Remove.
  • Confirm the deletion by selecting Yes when prompted.
"Having the ability to manage filters in EMIS Web empowers users to streamline their workflow by accessing pertinent information only, thereby enhancing their productivity."
Category
Care record
Sub category
Documents
Difficulty
Intermediate

Common questions

Frequently asked questions related to this topic

How do I edit a saved filter in EMIS Web?

How do I delete a saved filter in EMIS Web?

Why should I use saved filters 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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