To merge patient details with a referral letter template in EMIS Web, follow these steps:
Step-by-Step Guide to Merging Patient Details
- Access the Template Manager via the EMIS Web menu by selecting Configuration, and then choose Template Manager.
- In the navigation pane, select the Document Templates tab.
- Add a new template by clicking Add on the ribbon and selecting Document Template. Make sure to select a folder to save the template.
- Design your document by including the necessary standard text and mail merge variables. These variables will be replaced with relevant details from patient care records during the merge process.
- You can preview how the template merges with patient details by selecting Test Merge and searching for a patient via Patient Find.
- Once satisfied, save the template by selecting File and choosing Save As. Provide an appropriate name and description for easy identification.
- In a patient's care record, select the relevant referral, and in the Referral Letter section, click Create Now. Choose the desired template from the list and proceed with the merge.
Using referral letter templates in EMIS Web streamlines communication between healthcare professionals, ensuring consistent and efficient exchange of patient information.
With the right templates, you can efficiently create accurate referral letters without repetitive manual data entry, saving time for clinicians and enhancing the quality of patient care.
