Hero Health - EMIS Web Support Guide

How do I search for or filter Registration Workflow transactions by GP or date range in EMIS Web?

Workflow
Intermediate

To search for or filter Registration Workflow transactions by GP or date range in EMIS Web, follow these steps:

Access Registration Workflow

Click the EMIS Web menu, point to Workflow, select Workflow Manager, and then choose Registration from the navigation pane. Ensure you have the necessary role-based access, specifically the B1680 Manage Demographic Duplicate Records activity in your RBAC role profile.

Search for Transactions by GP or Date Range

  • Within the Registration Workflow, select Actions on the ribbon and choose Search Transactions.
  • In the search window, specify the search criteria:
    • For GP, click the drop-down icon beside the Usual GP field and select the required GP.
    • For date range, set the Start Date and click Use Range, choosing the desired date range.
  • Click Search to display transactions matching your criteria in the lower pane.

Post-Search Options

You can either print or save the search results for future reference. To print, click Print and choose your print options. To save, click Save and select the desired folder for storage.

"Efficient filtering of Registration Workflow transactions by GP or date can significantly reduce administrative workload, leading to a more streamlined and effective healthcare practice."

Did you know? Integrating with Hero Health's individual messaging service can enhance patient communication. For more details, visit Hero Health’s website.

Category
Workflow
Sub category
Patient registration
Difficulty
Intermediate

You might also be interested in...

No items found.

Common questions

Frequently asked questions related to this topic

Why can't I access the Registration Workflow in EMIS Web?

Why is it useful to search for Registration Workflow transactions by GP or date range?

What should I do if the search and filter options in the Registration Workflow are not working?

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