Hero Health - EMIS Web Support Guide

Is it possible to change my default test request template after initially setting it up?

Workflow
Intermediate

To change your default test request template in EMIS Web, follow these steps:

  • Open the EMIS Web menu and navigate to Configuration, then select Template Manager.
  • In Template Manager, move to the Templates and Protocols tab.
  • Select your respective folder or create a new folder to store your customised test request template.
  • Click on Test Request Template located within the Primary Care Templates folder in the EMIS Library, copy it, and then paste it into your chosen folder.
  • Select your copied Test Request Template and click Edit to modify the template using the Template Builder. You can add new pages, sections, or clinical codes as needed.
  • Once you have completed your changes, click Save and Close.
  • To set the customised template as the default for offline test requests, use the Template Picker to select your template, either from the Recently Used list or your specified folder.
Changing your default test request template allows you to tailor the requisition process to better suit your specific workflow requirements, making the process more efficient and reducing errors.
Category
Workflow
Sub category
Test requests
Difficulty
Intermediate

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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.

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