To link an inbound document to a referral in EMIS Web’s Document Management:
- First, access the Workflow Manager by clicking on the EMIS Web menu, then navigate to Document Management.
- Select Awaiting Coding or Awaiting Filing from the navigation pane.
- Locate and select the document that requires linking to a referral. The document's details will be displayed in the right-hand pane.
- On the ribbon, click Open Document to view it on the Workflow Manager Task screen.
- With the document open, look for the Link to Referral option on the ribbon. Click this option to open the Select Referral screen.
- Choose the relevant referral from the list presented or use the search feature to find a specific referral. Once selected, confirm the link to complete the process.
By linking documents to referrals, you streamline workflow efficiency, reducing time spent manually searching for and matching documents with patient data. This ensures all related information is easily accessible for healthcare providers.
Linking inbound documents to observations or referrals can greatly reduce administrative overhead by systematically aligning related records and minimising the risk of misfiling. This step ensures a comprehensive view of the patient's treatment progress and history, enhancing patient care quality.
For more advanced document management solutions, consider exploring the Hero Health Care Navigation Triage. This feature allows patients to provide information directly through your website, which is particularly beneficial for managing patient pathways efficiently and accurately linking documents to referrals.
