Hero Health - EMIS Web Support Guide

Workflow

General
Tasks
GP Connect tasks
Patient registration
Pooled list
Test requests
Medicine management & prescriptions
GP2GP
Referrals
Settings

General

How do I set up my DTS mailbox to receive out-of-hours reports in EMIS Web?

Intermediate

Which file formats are supported for out-of-hours reports in EMIS Web?

Intermediate

How do I activate inbound documents in EMAS Manager for out-of-hours reports?

Intermediate

What are global viewers in Workflow Manager, and how do I set them up for my organization?

Intermediate

How can I customize my tasks toolbar and task counts in EMIS Web’s Workflow Manager?

Intermediate

How do I switch between my own tasks and tasks I’m deputising for in Workflow Manager?

Beginner

How can I configure someone to view tasks for other users without giving them access to all users’ tasks?

Beginner

How do I configure out-of-office settings and manage deputies in Workflow Manager?

Intermediate

What’s the difference between a global viewer and a deputy in Workflow Manager?

Beginner

Tasks

What steps are involved in creating a custom folder for certain task types in Workflow Manager?

Beginner

How do I close the Workflow Task screen or move on to the next task once I’ve finished actioning a task?

Intermediate

How do I set an urgent priority for a task in EMIS Web so it appears at the top of the list?

Intermediate

What is the process for overdue task escalation in EMIS Web, and how do I configure escalation intervals and administrators?

Beginner

How do I manually refresh the task counters if I need an immediate update instead of waiting for the five-minute refresh interval?

Beginner

How can I interpret the different task icons (for forwarded tasks, high priority tasks, completed tasks, etc.) and use them to better manage my task list?

Beginner

How do I create an admin task in EMIS Web that isn’t linked to a patient?

Intermediate

Can I switch between different EMIS Web modules while keeping a task open in the Workflow Task screen?

Intermediate

How do I add a new patient-specific task in EMIS Web?

Intermediate

How do I batch complete tasks in EMIS Web, and what considerations should I keep in mind when using batch processing?

Intermediate

What is the best way to include notes on EMIS Web tasks without losing important information?

Intermediate

How do I configure users, teams, services, and service people to accept cross-organisation tasks?

Advanced

How can I set organization-wide default recipients for specific tasks?

Beginner

How do I create and send cross-organisation tasks in EMIS Web?

Advanced

How do I configure active task types and their order in EMIS Web’s Workflow Manager?

Beginner

How can I use the Workflow Task screen to view and manage tasks in EMIS Web?

Intermediate

How do I set up and activate cross-organisation sharing agreements in EMIS Web?

Advanced

How do I set my out-of-office indicators and ensure my tasks are covered by deputies?

Intermediate

How can I customize the Tasks toolbar to select which task counts appear in EMIS Web?

Intermediate

How do I configure global viewers and deputy settings in EMIS Web’s Workflow Manager?

Intermediate

When should you archive tasks in EMIS Web, and how does archiving impact system performance?

Intermediate

GP Connect tasks

How can I enable a user to accept workflow tasks from sharing organisations?

Advanced

How do I create an Enhanced Access Team to manage cross-organisation tasks in EMIS Web?

Advanced

Which data sharing agreements must be activated for sending and receiving cross-organisation tasks?

Advanced

Patient registration

Why might the second screen details not appear when completing an incomplete registration in EMIS Web, and how can I fix this?

Intermediate

How do I reallocate patients to a new usual GP if the original GP leaves the practice?

Intermediate

How can I review and remove death notification warnings for a patient in EMIS Web?

Intermediate

What should I do if I am prompted for a patient’s NHS number when approving a new registration in EMIS Web?

Advanced

What are the implications of changing a patient’s NHS number locally without generating a GP Links transmission?

Advanced

Which steps are involved in re-sending a previously acknowledged interchange to the trading partner in EMIS Web's Registration Workflow?

Intermediate

How do I view or print a previous close quarter report in EMIS Web’s Registration Workflow?

Advanced

What are the key steps for updating and removing patient details using Registration Workflow?

Beginner

How do deduction requests work within Registration Workflow, and when should they be used?

Beginner

Why do FP22 reminders sometimes remain for patients incorrectly marked as deceased, and how can I resolve this?

Intermediate

Why might incomplete registration tasks appear for patients who have been registered for a long time, and how can I resolve them?

Intermediate

What are the implications of leaving a patient record as Active versus Inactive after removing an incorrect deceased status in EMIS Web?

Intermediate

How do I add or edit residential institute codes for a trading partner in EMIS Web’s Registration Workflow?

Intermediate

Why might a manual (high security) approval lead to an unmatched transaction in EMIS Web, and how can I prevent this scenario?

Intermediate

Why might a new registration remain at 'Delivered' status even after the trading partner has approved it, and how do I proceed?

Intermediate

How do I add or remove notes from a Registration Workflow transaction in EMIS Web?

Intermediate

How do I use the Data tab in Registration Workflow to locate detailed patient or transaction information for an unmatched transaction in EMIS Web?

Intermediate

How do I reconcile registration data with a trading partner in EMIS Web’s Registration Workflow?

Intermediate

How do I create and manage trading partners in EMIS Web’s Registration Workflow?

Intermediate

How do I search for or filter Registration Workflow transactions by GP or date range in EMIS Web?

Intermediate

How do I print a list or the details of a Registration Workflow transaction in EMIS Web?

Intermediate

What steps are required to configure a new mailbox in EMIS Web’s Registration Workflow, and which RBAC permissions are needed?

Intermediate

Which RBAC roles or permissions are needed to perform Trading Partner Download and Upload in EMIS Web’s Registration Workflow?

Intermediate

What steps are involved in downloading local GP records and uploading trading partner amendments for reconciliation in EMIS Web?

Intermediate

Which RBAC permissions are needed to process FP69 transactions in Registration Workflow, and how do I confirm I have them set up?

Intermediate

What should I do if I can’t find the interchange number provided by the trading partner in EMIS Web?

Intermediate

How can I locate and resend a previously sent interchange in EMIS Web if a trading partner requests it?

Intermediate

Does resending an interchange create a new transaction, and how do I confirm it was successfully sent?

Intermediate

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?

Advanced

Why might the GP Notes field be greyed out when processing an FP69 transaction, and how can I enable and complete it in EMIS Web?

Intermediate

How do I reprocess or manually mark partially processed interchanges as complete in EMIS Web’s Registration Workflow?

Advanced

How do I undo a usual GP reallocation once it has been completed in EMIS Web’s Registration Workflow?

Advanced

How do I remove a freeze flag for a patient if their registration status isn’t updating automatically in EMIS Web’s Registration Workflow?

Advanced

Which RBAC activity or permission is required to use the Amend Patient Identifier action, and why is B1680 Manage Demographic Duplicate Records essential?

Advanced

How do I manually amend a patient’s NHS number in EMIS Web’s Registration Workflow?

Advanced

How do I re-register a patient in Registration Workflow after a rejection due to an incorrect trading partner?

Intermediate

How do I identify and resolve duplicate patient records in EMIS Web’s Registration Workflow?

Advanced

When should I cancel a rejected registration, and how does it affect the patient’s status in EMIS Web?

Intermediate

How do I request a new deduction for a patient after removing an incorrect date-of-death or re-activating their registration in EMIS Web?

Intermediate

When should I use Manual Status Modification instead of Actions (High Security) to remove or correct a registration status in EMIS Web?

Intermediate

How do I undo a previously merged patient record in EMIS Web’s Registration Workflow?

Advanced

Why might a patient’s registration be rejected in EMIS Web, and how can I investigate the cause?

Intermediate

Which RBAC roles or permissions are required to revert an incorrect deduction or remove a deceased status in EMIS Web?

Intermediate

What steps should I follow if there are outstanding tasks blocking the patient record merge?

Advanced

How do I resolve unacknowledged registrations in EMIS Web’s Registration Workflow?

Intermediate

How do I remove or delete a new registration transaction that wasn’t successfully sent to the trading partner in EMIS Web?

Intermediate

How do I unlock a registration transaction with an 'In Edit' status in EMIS Web’s Registration Workflow?

Intermediate

How do I complete an incomplete registration in EMIS Web’s Registration Workflow?

Intermediate

How do I manually add or remove a patient’s registration status in EMIS Web’s Registration Workflow?

Intermediate

Who should I contact if the date of death has been incorrectly updated on the Spine and needs correcting?

Intermediate

What is the process for reverting a death notification if a patient was incorrectly marked as deceased?

Intermediate

How do I complete a death notification in EMIS Web’s Registration Workflow?

Intermediate

How should I process FP69 transactions in EMIS Web, and what are the possible outcomes?

Intermediate

How do I handle unmatched transactions within the Registration Workflow?

Intermediate

Why might the Accept option be disabled when closing a quarter, and how can I resolve it?

Intermediate

What steps should I follow to manually close a quarter when I haven’t received an electronic notification?

Intermediate

How do I close a quarter using the Close Quarter Notification feature in EMIS Web?

Intermediate

How do I configure and access Registration Workflow for adding new patients in EMIS Web?

Beginner

What steps should I follow if the patient becomes inactive after removing an FP22 reminder?

Intermediate

How do I remove an FP22 reminder task in EMIS Web when it isn’t needed?

Intermediate

Pooled list

When is a pooled list approach recommended, and why do I need confirmation from my ICB first?

Beginner

How does adopting a pooled list affect practice workload, patient allocation, and quarterly targets?

Beginner

What are the key steps in configuring a dummy user for a pooled list in EMIS Web?

Beginner

Test requests

Which details do I need from the external pathology provider (Lab) to configure MESH and EDI integration in EMIS Web?

Advanced

How do I complete the QF463 Online Test Request Form for enabling test requests from the Hub in EMIS Web?

Advanced

How do I complete the QF976 form to enable pathology links in EMIS Web?

Advanced

How do I configure lab report filing options (for example, prompting for comments on abnormal results) in EMIS Web?

Beginner

How can I change the owner of a test request in EMIS Web?

Intermediate

Is it possible to add or remove notes attached to a test request in EMIS Web?

Intermediate

How do I set a default recipient for specific Test Requests tasks in EMIS Web?

Intermediate

Is it possible to change my default test request template after initially setting it up?

Intermediate

How do I mark a lab report as viewed or unviewed?

Beginner

Is it possible to unfile a lab report once it has been filed, and how do I do this in EMIS Web?

Beginner

How can I configure default user comments for normal or abnormal lab reports in EMIS Web?

Beginner

How do I add a task to a lab report in EMIS Web?

Beginner

Who can access the Lab Reports Archived mailbox in EMIS Web, and what permissions are required?

Intermediate

How do I unarchive a lab report from the Archived mailbox, and where does it appear afterward?

Intermediate

How do I reject a misrouted lab report in EMIS Web, and what happens to the report afterward?

Intermediate

Which RBAC activity do I need to access the Lab Reports section in Workflow Manager?

Intermediate

How do I file and comment on a lab report in Workflow Manager?

Beginner

What steps should I follow to match an unmatched lab report to a patient in EMIS Web?

Intermediate

How do I mark a DTS interchange as acknowledged or processed within the Interchange History screen in EMIS Web?

Intermediate

How do I schedule transmissions for Northern Ireland organisations in EMIS Web?

Intermediate

How do I generate and interpret the DTS Transmission Report in EMIS Web?

Intermediate

How can I filter and view abnormal lab reports in EMIS Web?

Beginner

What are the different lab report mailboxes in EMIS Web, and how do I use each one?

Intermediate

How do I set up or edit MESH mailboxes for receiving lab reports in EMIS Web?

Beginner

What steps should I follow to troubleshoot and resolve common DTS error messages in EMIS Web?

Advanced

How do I handle and re-send unacknowledged DTS transactions that are over a week old in EMIS Web?

Advanced

How do I respond to ‘Trading Partner – unknown’ notifications and configure a new trading partner in EMIS Web?

Advanced

What do the different icons (overdue date in red, note icon, user icon) mean in the Test Requests list?

Beginner

How do I print a test request or a list of test requests in EMIS Web?

Intermediate

How do I filter or sort test requests by user and date on the Test Requests screen in Workflow Manager?

Beginner

How can I add or remove pages, sections, or clinical codes within a custom test request template?

Intermediate

Why might I see a warning message and a padlock icon when trying to open a new test request while another is in progress?

Intermediate

How do I record a sample taken for a test request in the Diary screen of EMIS Web?

Intermediate

How do I add a test request of the same specimen type from Workflow Manager in EMIS Web?

Intermediate

What is the Workflow Manager ‘sticky tab’ and how do I switch between it and other EMIS Web modules?

Intermediate

How do I activate and configure a third-party test request provider (e.g. ICE) in EMIS Web?

Intermediate

How can I open and action a test request directly from the Workflow Manager Task screen in EMIS Web?

Intermediate

How do I configure default settings such as due dates and priority level for Test Requests?

Intermediate

How do I copy and edit the default test request template so I can use it in my own folder in EMIS Web?

Intermediate

Does deleting a test request from the Workflow Manager also remove it from the patient’s consultation record?

Intermediate

Where can I view and review completed test requests in EMIS Web?

Beginner

How can I complete a test request directly from the Lab Reports screen in EMIS Web?

Beginner

Is it possible to batch complete multiple test requests simultaneously?

Beginner

Medicine management & prescriptions

What’s the best way to handle medication requests with queries versus standard prescription requests?

Beginner

How can I manage EPS rejections and subsequent cancellation rejections effectively in EMIS Web?

Beginner

How do I access and navigate the Medicine Management section within EMIS Web’s Workflow Manager?

Beginner

How do pharmacies request repeat medications on a patient’s behalf through Medicines Manager?

Beginner

What steps should I take when cancelling a postdated EPS prescription to ensure EMIS Web processes it correctly once the due date arrives?

Intermediate

What details should I include when using the free text field for EPS prescription cancellations in EMIS Web to maintain a clear audit trail?

Intermediate

What steps do prescribers follow to manage multiple items within a single signing task in Medicine Management?

Intermediate

If I only need to cancel one item on a multi-item EPS prescription, how do I ensure the remaining items stay valid while correctly updating the patient’s record?

Intermediate

What is the difference between a signing task and a prescription request in EMIS Web?

Intermediate

How can non-prescribing staff create signing tasks for electronic prescriptions while respecting safety validation checks?

Intermediate

How do non-prescribing users request a prescription in EMIS Web if they encounter an overdue medication review?

Beginner

What do the different prescription request icons on the Medication screen represent in EMIS Web?

Beginner

What steps are needed in EMIS Web to activate Medicines Manager?

Beginner

How does Medicines Manager help patients who don't have access to the internet?

Beginner

GP2GP

How should I handle GP2GP large message transfers when the requesting organization does not support large messaging?

Intermediate

How can I interpret the different GP2GP transaction states for both requesting and sending organisations?

Intermediate

What steps should a new practice take to review and manage online visibility restrictions after receiving a patient record?

Intermediate

What should I do if the export date is unknown when receiving a returning patient’s GP2GP record?

Intermediate

Which GP2GP error codes are most common, and how do I address them?

Intermediate

Will any previously applied restrictions remain inactive until the new EMIS Web functionality is fully activated?

Intermediate

How are online visibility restrictions transferred via GP2GP with the new EMIS Web functionality?

Intermediate

What happens if the number of attachments exceeds the limit of GP2GP processing?

Intermediate

Where can I learn more details about the upcoming GP2GP changes and their potential impact on patient record management?

Intermediate

What is the process for managing partially received or timed-out GP2GP extracts?

Intermediate

How do I address event degrade tasks in EMIS Web?

Intermediate

How do I process medication degrade tasks in Workflow Manager without removing degraded entries from the care record?

Intermediate

How do I handle inbound allergy degrade tasks so that prescribing is reenabled for a patient?

Intermediate

What steps should I take if a GP2GP task fails or is past its allowed re-sending period?

Intermediate

What steps are involved in sending a GP2GP large message successfully?

Intermediate

How do I process returning patients who were previously transferred out of our practice via GP2GP?

Intermediate

What steps are involved in adding a medication code to a degraded medication item?

Intermediate

Which filters should I apply in a patient’s Care Record to identify any remaining degrade entries?

Intermediate

What are the recommended best practices for reviewing each clinical area (such as consultations, medication, and problems) before choosing to file or reject an incoming GP2GP record?

Beginner

What steps should be taken to file and re-authorise received medication within the GP2GP workflow?

Beginner

How does the GP2GP process differ between England, Wales, and Northern Ireland in terms of patient identification and the polling mechanism?

Intermediate

When dealing with returning patients, how do you decide whether to file the incoming record in place of the existing one or merge with existing data, and what factors should influence this choice?

Beginner

How do you resolve a situation where the wrong patient record is accidentally filed via GP2GP, and what steps should be taken to correct this error?

Beginner

Does GP2GP transfer mean the practice no longer needs paper records, and if not, why are paper files still required?

Beginner

Which items are excluded from a GP2GP transfer, and what processes should you follow to address these omissions?

Beginner

How do you manage tasks and notifications in the GP2GP navigation pane to ensure timely action on patient records?

Beginner

Why might certain patient records in Northern Ireland be ineligible for GP2GP transfer, and what limitations should practices be aware of?

Beginner

How do you identify .xxx attachments that aren’t transferred through GP2GP and ensure they reach the patient’s new practice?

Beginner

Why must .xxx Docman attachments be printed manually, and what steps should be followed to print them correctly?

Beginner

How should general practice teams in Northern Ireland approach GP2GP training to ensure they can safely use and manage incoming patient records?

Beginner

What are the steps to configure task escalation settings for GP2GP so tasks are handled on time?

Intermediate

How can you set up global viewers and deputies (including out-of-office coverage) for GP2GP tasks?

Intermediate

How do you configure Workflow Manager (user and organisation settings) for GP2GP in EMIS Web?

Intermediate

What is the standard procedure for a receiving organisation to successfully register and file a patient’s record via GP2GP?

Intermediate

What steps must the sending organisation follow when a GP2GP record request is received, and how are task updates reflected in Workflow Manager?

Intermediate

What are the different GP2GP transfer types and how do these affect the way the EHR is imported?

Intermediate

What actions should be taken when a partial or failed GP2GP transfer occurs to ensure continuity of care?

Intermediate

How do you handle drug allergies and prescribing prevention when degraded drug allergies are present in a transferred record?

Intermediate

Referrals

How do I accept an eRS Provider referral and attach any downloaded referral letters to the patient’s record?

Intermediate

How do I re-activate an inactive patient during an eRS Provider booking process so that I can complete the referral task?

Intermediate

How do I complete an inbound eRS Provider booking task and ensure the referral is recorded in EMIS Web?

Intermediate

How do I handle transmission errors within Referral Management, and when should I resend or contact support?

Beginner

How can I access the Referral Management screen in EMIS Web and what can I do there?

Beginner

How do I create, edit, or cancel a referral letter from a task in EMIS Web?

Beginner

How can I re-request or generate a new UBRN when an eRS referral hasn’t been assigned one?

Beginner

What do the different Referral Management task categories mean and how should I use them?

Beginner

What steps do I follow to cancel an eRS referral once I’ve started but no longer wish to proceed?

Beginner

How do I configure referral management settings (like deputies or global viewers) to manage referrals effectively?

Beginner

How do I change the owner of a referral task in EMIS Web?

Beginner

How do I add notes and manage referral task priorities in EMIS Web?

Beginner

Settings

What steps can I take if I cannot see my organisation’s MESH mailbox under Workflow Config in EMIS Web?

Intermediate

Which user role or permission is needed to view the Organisation Options and manage MESH mailboxes in EMIS Web?

Intermediate

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