Creating a new document in a patient's Care Record within EMIS Web is a streamlined process designed to integrate smoothly into your daily workflow. Here's how to do it:
Accessing the Care Record
From the EMIS Web menu, navigate to Care Record and select Summary. Choose a patient from your list or find one using the Patient Find option. This step is crucial as working with the correct patient's details ensures the accuracy of the care record.
Creating the Document
- Click on the Add button, point to Document, and select Create Letter.
- You have two main options:
- Select New Document to start with a blank page, ideal for bespoke or ad hoc communications.
- Choose a template from the available options or use the search icon to find a specific template, such as a referral letter, which ensures consistency and saves time for recurring document types.
Utilising templates can significantly reduce the repetitive workload, allowing for quicker and more consistent document generation.
Finalising and Saving the Document
With the Patient Document screen displayed, compose the document as required. Use the left-hand pane to incorporate details directly from the patient's care record, enhancing the document's relevance and accuracy.
Once your document is composed, click File and select Save As. Complete the Document Properties screen:
- Select the Document Type and Source from previously used options or search for new ones.
- Enter an appropriate Document Title and set the Date for the document.
- Optionally, create a consultation reference by selecting Create consultation for letter.
Click OK to save the document, which will then be attached to the patient's Care Record, ensuring that all communications are centralized and easily accessible.
