Summary: This page describes how to access and action documents using EMIS.
Who’s it for: GPs
Our Clinical Admin team manage all incoming documents, and will triage them to the appropriate person. Please make that you’re checking and actioning your allocated documents on a daily basis. You can access documents via the Document Management function of EMIS Workflow Manager.
Accessing Document Management
- Login to EMIS
- Click on the EMIS ball (top left corner), and navigate to ‘Workflow’, then ‘Workflow Manager’
- Select ‘Workflow View’, then click the ‘My Tasks + Deputising For’ option
- To the left of your screen, select the ‘Document Management’ tab
Actioning Allocated Documents
- Under ‘Document Management’, and ‘Inbox’, select the ‘Awaiting Filing’ folder
- Action and file documents assigned to you
- Document sender ‘EXTERNAL USER’: If you see this, please do not file the document as it has not yet been processed by the Clinical Admin team.
- Housing letters: You should not receive housing letter requests. However, if you do, please note that it is not in our remit to provide these. Send the patient the Accurx message ‘Housing Support Resources’ if they require more information.
- If repeat investigations or ongoing monitoring is required, please complete the clinical template on EMIS: 'Safety Netting Template (Updated 2022) PH', and fill in the 'Active Monitoring' tab
- Set the date it is due, and write in the free text the investigation required, and if a new diary entry is to be scheduled after that event
- Please also send the patient the Accurx message: 'Future monitoring investigation required' and amend accordingly
- Once finished, the document can be found in the ‘Completed’ folder
Look out for…
For more information, please see our Scanning & Triaging page or speak to the Clinical Admin team.