Changing the owner of a Document Management task in EMIS Web is a straightforward process that allows for better workflow management, ensuring that tasks are directed to the right team members promptly. Follow these steps to change the task owner:
Accessing Document Management
Begin by accessing the Document Management module:
- Click the EMIS Web menu button.
- Select Workflow Manager.
- In the navigation pane, click Document Management.
Changing the Task Owner
Within Document Management, locate the tasks awaiting action:
- Select either Awaiting Coding or Awaiting Filing from the navigation pane, depending on the type of task you wish to reassign.
- Documents in the chosen category will appear in the main pane.
- Click on the document task you want to reassign.
- Press Change Owner on the task toolbar.
- From the displayed list, choose a previously selected user/team or click Find User to select from all available users.
- Confirm by clicking OK.
This functionality is invaluable for administrators, facilitating a smoother workflow and the quick reassignment of tasks to ensure no document falls through the gaps.
Reassigning tasks effectively manages workload distribution, allowing for tasks to be completed more efficiently across teams. By transferring tasks to the appropriate personnel, practices can improve both patient care and workplace organisation.
Did you know? Hero Health offers integrated solutions with EMIS Web, making task management even more seamless with features like Individual Messaging and Batch Messaging. These features empower practices to communicate more effectively, optimizing document and task management directly from your system.
