Hero Health - EMIS Web Support Guide

Why might a patient have both a Failed Approval task and a New Registration task in EMIS Web, and how should I manage them together?

Workflow
Advanced

In EMIS Web, encountering both a Failed Approval task and a New Registration task for the same patient is not uncommon during the registration process. It arises when there is a mismatch or pending manual verification required in the registration workflow.

Understanding the Tasks

Failed Approval tasks appear when a registration is accepted by the trading partner but not automatically approved by EMIS Web. This usually requires manual intervention to ensure that the registration details align, especially if the patient’s NHS number is involved.

New Registration tasks signify the initiation of a patient’s addition to your system or a pending status that requires affirmation from both the system and administrative users.

Managing the Tasks

To efficiently manage these tasks, you should:

  • Access the Registration Workflow by selecting Workflow Manager under the EMIS Web menu, navigating to Registration.
  • Locate the Failed Approval task in the GP Links - Inbox and delete it to clear any symbolic flags indicating incomplete approval.
  • Go to the New Registration task and manually approve it through the Registration Workflow ribbon by selecting Approve. You might need to ensure that all mandatory fields are completed, which can be confirmed by any red asterisks or highlighted sections in these records.
By ensuring these tasks are synchronised, patient records are accurately maintained and registration statuses are effectively updated, streamlining administrative processes and reducing errors.

Ensuring Smooth Registration Processes

Weekly reviews of these tasks and prompt actions will minimise potential hold-ups in patient registration workflows and enhance overall data accuracy in your practice’s management system.

Tip

Always check the NHS number and related information against existing records to prevent duplicate entries and ensure the integrity of health data management.

Category
Workflow
Sub category
Patient registration
Difficulty
Advanced

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Common questions

Frequently asked questions related to this topic

Why does a "Failed Approval" task persist even after I have completed the registration?

How do I resolve a Failed Approval task in EMIS Web?

Do New Registration and Failed Approval tasks relate to different issues in patient registration?

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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