Configuring a Default Recipient for Document Management Tasks
To streamline the handling of Document Management tasks in EMIS Web, you can set a default recipient for tasks such as coding and filing. This ensures that tasks are automatically directed to the appropriate team or individual, saving time and reducing the risk of tasks being overlooked.
Steps to Set a Default Recipient
1. Access Workflow Manager Configuration:
- Open EMIS Web.
- Click the EMIS Web menu button and select Workflow Manager.
- In the navigation pane, choose Document Management and click Configuration.
2. Configure Default Settings:
- In the left-hand pane of the configuration screen, select the Default Send To option.
- Within the Inbound Documents section, locate the task type you wish to configure, and click Edit.
- On the User Defaults screen, choose one of the following options for the default recipient:
- Usual GP – Assigns tasks to the patient's usual GP.
- Specified User/Team – Select a specific user or team by clicking the search icon to find and add the desired recipient.
- Click OK to save the changes.
- Repeat this process for tasks such as Awaiting Filing.
Setting default recipients for Document Management tasks can significantly cut down on administrative workload by ensuring that documents reach the right person promptly, improving efficiency and accuracy within the practice.
Ensure that your practice’s configurations are up to date and reflect the responsibilities of current staff. This will improve workflow management and help the practice run smoothly.
