To assign tasks for referral completion to an administrator in EMIS Web, follow these steps:
Accessing the Referrals Section
Begin by navigating to the EMIS Web menu, point to Care Record, and then select Referrals. Ensure you have a patient selected; if not, you will be prompted to choose one.
Creating a Referral Task
Once in the Referrals section:
- On the top ribbon, click Add and choose the appropriate referral type (e.g., Standard Outbound Referral).
- Complete the necessary referral details on the screen. Mandatory fields are marked with a red asterisk (*).
- For the referral letter, select Create Letter Task For.
- In the subsequent screen, click User/Team, and locate the appropriate administrator using the find function.
- Confirm your selection by clicking OK. This creates a pending letter task for the assigned administrator.
"Assigning tasks for referral completion to administrators ensures a focused workflow and allows clinicians to dedicate more time to patient care."
This workflow not only allows for consistent completion of referral tasks but also ensures administrators handle the necessary paperwork efficiently and in a timely manner.
