Hero Health - EMIS Web Support Guide

What are the steps to configure default task settings for ‘Awaiting Coding’ and ‘Awaiting Filing’ in EMIS Web?

Workflow
Intermediate

Configuring default task settings for ‘Awaiting Coding’ and ‘Awaiting Filing’ in EMIS Web can streamline workflow processes, saving valuable administrative time.

Accessing Configuration Settings

Begin by accessing the Workflow Manager Configuration screen. Navigate as follows:

  • Click the EMIS Web menu button.
  • Select Workflow Manager.
  • In the navigation pane, choose Document Management, then click Configuration.

Configuring Default Task Settings for Awaiting Coding

In the Task Default Settings pane of the Workflow Manager Configuration screen:

  • Select Awaiting Coding and then click Edit.
  • Under Due Date, choose your desired due date settings: Today or Today + X days/weeks/months.
  • In the Send To section, select Usual GP or specify a user/team. Use the search icon to find the necessary recipient.
  • Set the task Priority by selecting Routine or Urgent from the dropdown menu.
  • Click OK to apply these settings.

Configuring Default Task Settings for Awaiting Filing

To set defaults for tasks awaiting filing, follow these steps:

  • Navigate to Awaiting Filing under Task Default Settings and click Edit.
  • Replicate the steps above to configure due dates, recipients, and priorities according to your practice’s needs.

"Efficient task configuration not only reduces administrative burdens but also ensures that clinical tasks are addressed promptly, improving patient care outcomes."

Did you know?

Hero Health integrates seamlessly with EMIS Web to enhance your practice’s efficiency. With features like Individual Messaging, you can quickly communicate with patients, including attachments or self-booking links, simplifying interactions and saving valuable time. Explore more about this feature on Hero Health's website.

Category
Workflow
Sub category
Documents
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.

Learn more