Marking a document as viewed in EMIS Web serves an important organisational function by ensuring that the document has been reviewed and acknowledged. This feature allows clinicians and practice staff to track the status of documents more efficiently, thus maintaining a streamlined workflow.
Marking Documents as Viewed
To mark a document as viewed, navigate to the Workflow Manager and access the Document Management section. Select the document you wish to mark, and use the 'Mark as Viewed' option available on the ribbon of the Workflow Manager Task screen. This action is then added to the document’s audit trail, confirming that it has been accessed by the user.
Benefits for Management and Compliance
Marking documents as viewed not only ensures compliance with organisational standards but also provides a clear audit trail, improving accountability and reducing the likelihood of errors.
Every interaction with documents in the system is recorded, making it easier for practices to carry out audits and quality control checks.
Tracking with Audit Trails
The audit trail records all actions taken on a document, including when it is marked as viewed and by whom. This is crucial for monitoring document handling and ensuring that all necessary staff have reviewed key communications, thus enhancing patient safety and operational efficiency.
Did you know?
Hero Health’s Care Navigation features integrate with EMIS Web to support efficient document and task management. Using Hero Health, practices can streamline communication processes by allowing patients to provide necessary documentation or information directly from the practice’s website. Learn more about Care Navigation & Triage.
