Hero Health - EMIS Web Support Guide

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

Workflow
Beginner

To efficiently manage and organise test requests within EMIS Web's Workflow Manager, you can filter and sort these requests by user and date. Leveraging this functionality not only saves time but also ensures that test requests are well coordinated and aligned with workflow priorities.

Filtering Test Requests by User

Access the Test Requests via the Workflow Manager. Within the pane, locate the ribbon. Use the Workflow View option to filter tasks. Here, you can select different users or roles to display tasks assigned specifically to them. This is particularly useful when you are managing tasks for a particular staff member or role.

Sorting Test Requests by Date

Once the relevant test requests are displayed, sort them by clicking on the Date column header in the main pane. You can toggle between ascending and descending order by clicking the header multiple times. This allows you to focus on the most recent or older requests as needed.

Using filters and sorting functions in Workflow Manager streamlines test request management, ensuring time-sensitive tasks are prioritised.

Did you know? Hero Health integrates seamlessly with EMIS Web to enhance efficiency in appointment bookings and patient communications. Through features such as online booking and batch messaging, Hero Health can simplify practice workflows, saving time and improving patient experience.

Category
Workflow
Sub category
Test requests
Difficulty
Beginner

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Common questions

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How do I sort test requests by date in EMIS Web's Workflow Manager?

How can I view test requests assigned to a specific user in Workflow Manager?

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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