To configure referral management settings in EMIS Web effectively, follow this guide to manage deputies and global viewers, ensuring a streamlined referral process across your organisation.
Accessing Referral Management
Begin by accessing the Referral Management section from the Workflow Manager. Click on the EMIS Web menu, navigate to Workflow Manager, and select Referral Management. The screen will present various referral tasks and management options.
Configuring Deputies
Deputies allow users to cover tasks for each other, ensuring continuity in referral handling. To set deputies:
- Go to the Referral Management screen.
- On the ribbon at the top, select Config.
- Choose the deputies you wish to configure to manage your tasks in your absence. This flexibility helps minimise delays.
Setting Global Viewers
Global viewers have the capability to oversee all referral tasks in the practice, ensuring optimal management of high-priority items. To configure global viewers:
- Click on Workflow View from the Referral Management ribbon.
- Select Global Tasks to display all referral tasks assigned across the organisation.
By configuring global viewers, you enhance task visibility and improve handling of referrals across your practice.
Managing Referral Tasks
Proper configuration of deputies and global viewers can significantly enhance referral task management, allowing for smooth processing and prioritisation of tasks. These settings ensure efficient allocation and completion of tasks, reducing the chance of errors or delays.
Did you know? Hero Health's platform fully integrates with EMIS Web and offers additional benefits like online booking and individual messaging, which enhance patient engagement and administrative efficiency.
Implement these configurations to streamline your referral management tasks and enhance your practice's operational efficiency.
