To efficiently manage overdue coding and filing tasks in EMIS Web, access the Document Management section under the Workflow Manager. Here, tasks are categorised as Awaiting Coding or Awaiting Filing. Follow these steps to ensure documents are processed promptly:
- Access Document Management: Click the EMIS Web menu, select Workflow Manager, then Document Management in the navigation pane.
- Select the Appropriate Category: Navigate to Awaiting Coding or Awaiting Filing for tasks categorised in those sections. These categories will show overdue or due today tasks, making it easier to prioritise.
- Open and Process Documents: Select a document from the list. You can open it to review and perform necessary coding or move it to filing.
- Reassign Tasks if Necessary: Use the Change Owner option to assign tasks to the appropriate team member who can action them.
- Add Notes: Documentation and communication can save time later. Use the Add Note function to record necessary information or instructions on the document.
- Completing Tasks: Once the document is coded and ready for the next step, click Complete Task to record its completion.
If you're managing a high volume of documents, configuring notifications for overdue tasks with your usual settings can prevent backlog and improve practice efficiency.
Did you know? Hero Health offers features that streamline document handling and task assignment by integrating with EMIS Web. Through Hero's batch messaging functionality, practices can quickly inform patients or internal teams about document requirements, saving time and improving patient record accuracy. Learn more about adding this efficiency at [Hero Health's Batch Messaging Page](https://www.herohealthsoftware.net/nhs-features/batch-messaging).
