Hero Health - EMIS Web Support Guide

What steps do I follow to edit a referral in EMIS Web?

Care record
Beginner

Editing a referral in EMIS Web is a straightforward process. Follow these steps to make changes to a referral:

Access Referrals

First, navigate to the EMIS Web menu. Point to Care Record and select Referrals. This will open the Referrals section where you can view and manage patient referrals.

Search for the Referral

If needed, utilise the Search View option on the ribbon to locate the specific referral you want to edit. Enter the required text or clinical term in the search box and select the referral from the displayed results.

Edit the Referral

Once you have identified the referral, select it and click Edit on the ribbon. In the Referral Letter field, choose Edit Now to update the referral's details. After making the necessary changes, save your edits by clicking OK. The referral will be updated in the system.

Editing referrals ensures that the information is accurate, allowing for improved coordination and communication with referral targets. This can ultimately save time and reduce manual correction efforts.

Additional Tips

  • Always ensure that no actions have been performed on a referral before attempting to delete it. If a referral has been accepted or added to an assessment list, you may need to handle it via the Patient Administration system.
  • Consider linking the edited referral to relevant problems in the patient's record to provide context and aid in continuity of care.

Did you know? The Hero Health platform integrates with EMIS Web, enhancing appointment management through SMS and email reminders. This allows patients to reschedule appointments independently, saving time for administrators and improving patient experience. Learn more about Online Booking and other features on our website.

Category
Care record
Sub category
Referrals
Difficulty
Beginner

Common questions

Frequently asked questions related to this topic

Can I link an edited referral to a patient's existing health problems?

Why am I unable to delete an edited referral in EMIS Web?

How do I edit a referral 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.

Learn more