Using EMIS Web in Consultation

These videos look specifically at solutions and functionality that relate to viewing and recording Contacts/Consultations with patients.

View our bundles

or
or
Bundle Content Associated resources

Bundle Content

Video content

Time

Status
1. Start
2. Options for accessing the Consultations Module from the Home Page at 0m 35s
3. Display of all Consultations in chronological order at 1m 2s
4. Consultation Header at 1m 15s
5. Administration note consultations at 1m 26s
6. Date Navigator panel - to find consultations by date at 1m 42s
7. Problems Navigator Panel - to find consultations by problem at 1m 59s
8. Red notification bar - to show filter is applied at 2m 27s
9. Removing an applied filter at 2m 36s
10. Adjust the width of the Date/Problem Navigator Panel at 2m 44s
11. Filter for 'My Consultations' only at 3m 16s
12. Search all consultations for specific text at 3m 23s
13. Indication that a Consultation has been edited at 3m 59s
14. View the Audit Trail for an edited consultation at 4m 6s
15. Edit or delete consultation (Options on Right-click) at 4m 24s
16. Configure whether the consultation will be displayed on the patient's online record at 4m 27s
17. Knowledge option - accesses EMIS Mentor Online at 5m 10s
18. Tabular and Graphical Display (Trend) and toggling between at 5m 27s
19. Printing a graph or printing a table at 5m 55s
20. Ribbon option to view graphical or tabular display (Trend) at 5m 58s
21. Icon indicating a consultation added by 'Remote Consultation' at 6m 16s
22. What is the 'Enterprise Consultation' consultation type? at 6m 38s
23. View deleted Consultations at 6m 52s
24. Pulling in 'shared record' data to view at 7m 7s
25. What data looks like if it is pulled in from a Shared Record at 7m 55s

Video content

Time

Status
1. Start
2. Picking a Pre-configured consultation Style at 0m 26s
3. Adding a Consultation in the Consultations Tab at 0m 35s
4. Consultation launched automatically from Appointment Slot at 0m 40s
5. Consultation Properties dialog box at 1m 6s
6. Changing the consultation date from the default of 'Today' at 1m 13s
7. Changing the consultation time from the defauilt of 'Now' at 1m 16s
8. Change the 'Consulter' from the default at 1m 40s
9. Change the 'Location' from the default at 1m 45s
10. Change the 'Consultation Type' from the default (e.g. for 'Telephone', 'Home Visit') at 2m 6s
11. Recording an Accompanying HCP at 2m 31s
12. Store Consultations Properties as default for the session at 2m 39s
13. Change the Consultation Properties (e.g. Date/Consulter/Place) from within the Consultation at 3m 12s
14. Viewing Past Consultations from within a Consultation at 3m 47s
15. Leaving the Consultation Tab to view other areas of the Care Record at 4m 42s
16. Adding a 'Problem' at 4m 49s
17. Searching for a Problem Code - including F4 at 5m 7s
18. Contra-indication warnings at 5m 31s
19. Qualifiers (e.g. Left/Right/Bilateral) at 5m 46s
20. Protocol Prompt example at 6m 3s
21. Deleting an entry in your active Consultation Record at 6m 22s
22. Active Problem options: Active Problem, Health Admin, Past/Ended Problem at 6m 34s
23. Significance of the Problem (Minor/Significant) at 7m 15s
24. Episode label: First Episode/Review/Flare Up/End Episode at 7m 22s
25. Default Time Periods for Active Problems at 7m 48s
26. Creating a Custom Time Period for an Active Problem at 8m 8s
27. Free text typing into Consultation sections at 8m 36s
28. Adding a Family History at 9m 2s
29. Codes presented are restricted to those that relate to the Consultation Header at 9m 17s
30. Quick Pick Lightning bolt option - for quick access to common codes at 9m 46s
31. Medication section of the Consultation at 10m 23s
32. Add a Follow-up (Diary Entry) at 10m 40s
33. Shortcuts for adding Dates at 11m 4s
34. Adding further information for a Vaccination at 11m 38s
35. Creating (merging) a document in a Consultation at 12m 11s
36. Print your document in the Consultation at 13m 2s
37. Attach a new document to your Consultation (e.g. From a local document folder) at 13m 44s
38. Attach document to your Consultation that already exists on the patient's record at 13m 51s
39. Adding an Allergy at 14m 10s
40. Adding another Problem within the same Consultation at 14m 37s
41. Run a Template at 14m 59s
42. Using a Template in Consultation at 16m 3s
43. Access the Resources Panel at 16m 7s
44. View the 'Shared View' panel at 16m 16s
45. Viewing 'Last recorded entry' in a Template at 16m 22s
46. Completing Template fields (adding data) at 16m 28s
47. Spell Check for Free Text at 16m 42s
48. Adding a Follow-up (Diary Entry) within a Template at 17m 1s
49. Save Template and return to Consultation at 17m 8s
50. Summary data section at 17m 47s
51. Resource section at 17m 58s
52. Accessing Patient Information leaflets at 18m 21s
53. Access Professional Resources at 18m 34s
54. Filter past consultations on Problem at 19m 0s
55. Open consultations for different patients simultaneously at 19m 16s
56. Explicit consent for Record Sharing with SCR at 19m 52s
57. Restricting availability of records online at 20m 12s
58. Book an appointment from the Consultation at 20m 39s
59. Create a Task from the Consultation at 20m 50s
60. View/edit Medication Review Date at 22m 8s
61. Create a Fit Note at 22m 39s
62. Spell Check Consultation free text at 22m 55s
63. Save Consultation at 23m 25s
64. Cancel Consultation without Saving at 23m 31s

Video content

Time

Status
1. Start
2. Current Drugs View at 1m 0s
3. View all Past Drugs at 1m 10s
4. Toggle Current and Past Drugs at 1m 27s
5. Change the way groups of drugs are displayed at 1m 34s
6. Display according to Linked Problem at 2m 12s
7. View Allergies at 2m 25s
8. Regime Review Date at 2m 40s
9. Exemption Expiry Date at 3m 9s
10. Prescription Destination Pharmacy at 3m 38s
11. Screen Message at 3m 54s
12. Why are some options greyed out? at 4m 55s
13. Add a Drug at 5m 33s
14. Items in your Formulary at 6m 15s
15. Items not in your Formulary at 6m 20s
16. Prescribability label (P/X/U/ACBS) at 6m 26s
17. Drugs listed with 'Alert' warning at 6m 58s
18. Drugs marked as SLS at 7m 7s
19. Prescribing an SLS drug at 7m 20s
20. Controlled Drug items (CD) at 7m 32s
21. Warnings at 7m 45s
22. Override medication warnings at 8m 4s
23. Dosage, Quantity and Duration at 8m 19s
24. Acute or Repeat? at 8m 40s
25. Repeat Dispensing at 8m 47s
26. Automatic prescriptions at 9m 21s
27. Add the number of Authorised Issues at 9m 53s
28. Private prescription at 10m 10s
29. Personally administered item at 10m 14s
30. Variable use item at 10m 17s
31. Warnings Tab at 10m 32s
32. Drug Information Tab at 11m 51s
33. View Current Medication while adding a drug at 11m 59s
34. View Past Medication while adding a drug at 12m 3s
35. View Allergies while adding a drug at 12m 6s
36. View Problems while adding a drug at 12m 10s
37. Link medication to an existing Problem at 12m 13s
38. Generic/Trade switch at 12m 40s
39. Drug Information (EMIS Drug Explorer) at 12m 46s
40. Set Medication Review Date at 12m 53s
41. Local Mixtures at 12m 57s
42. Re-authorise an item at 13m 21s
43. Edit an existing item on the patient's medication list at 13m 30s
44. Replace and existing item on the patient's medication list at 13m 38s
45. Issue an item at 13m 45s
46. Cancel an item at 13m 54s
47. Reprint a prescription at 14m 0s
48. Generic/Trade switch on a selected item at 14m 4s
49. Mark item as 'One Off issue' at 14m 13s
50. Drug History for selected item at 14m 19s
51. Add or Edit Medication Regime Review Date at 14m 34s
52. Create, delete or amend a Screen Message at 14m 39s
53. Safety Check at 15m 4s

Video content
1. Start

Video content

Time

Status
1. Start
2. What is displayed in the Problems Tab? at 0m 44s
3. How are Problems grouped in the display? at 0m 48s
4. Detailed View location at 1m 4s
5. Shared Data View' location at 1m 12s
6. Adjusting the amount of screen space dedicated to each section at 1m 23s
7. Adding a code as a 'Problem' at 1m 32s
8. Defining a code as a 'Past' Problem at 1m 55s
9. Significance (Minor/Significant) at 2m 2s
10. Episode information (e.g. First/Review/Flare Up/End) at 2m 6s
11. Default Episode status at 2m 10s
12. Define how long a code should be an 'Active Problem' at 2m 25s
13. Detailed View - in detail at 2m 53s
14. Linkages for the selected code at 3m 38s
15. Linked Medication at 3m 44s
16. Linked Consultations at 3m 47s
17. Linked Documents at 3m 49s
18. Linked Referrals at 3m 50s
19. Creating or editing Links at 3m 51s
20. Add Review (creating a consultation) at 4m 28s
21. View All Linked Consultations at 4m 45s
22. View any Deleted Problems at 6m 0s
23. Change the status of a problem (e.g. Significant, Minor) at 6m 9s
24. End Problem at 6m 19s
25. Reactivate a Past Problem at 6m 56s
26. Mark as 'Not a Problem' at 7m 14s
27. Grouping Problems at 7m 50s
28. Expand Groups at 8m 48s
29. Collapse Groups at 9m 5s
30. Ungroup at 9m 10s
31. Combining Problems at 9m 24s
32. View detail of all Combined codes at 10m 7s
33. Uncombine at 10m 15s
34. Evolving Problems at 10m 24s
35. View detail of all evolved codes at 10m 56s
36. Undo Evolution at 11m 1s
37. Options available on Right-Click at 11m 19s
38. Replace a code with a more accurate one at 11m 30s
39. Confidentiality Policy application at 11m 59s
40. Audit Trail of selected code at 12m 36s
41. Knowledge (Mentor Online) at 13m 0s

Video content

Time

Status
1. Start
2. Shortcuts to the Care History Tab at 0m 12s
3. Shared Record Navigator at 1m 34s
4. Care Record Config ? Configure Sharing Navigator to be expanded by default at 1m 41s
5. Main panel description at 2m 16s
6. ?Detailed View? panel description at 2m 39s
7. ?Latest Only? option (toggle) at 3m 40s
8. Show or Hide ?Descriptive Text? (toggle) at 3m 52s
9. Attachments in Care History at 4m 14s
10. ?Collapse/Expand All? ? Ribbon option at 4m 44s
11. View truncated text at 4m 55s
12. Confidentiality Policies at 5m 19s
13. Restrict Online Visibility at 5m 28s
14. Copy to Local Record at 5m 41s
15. Graphical & Tabular Trend displays at 6m 19s
16. Display ?Point Labels? on graphs at 6m 33s
17. Change date ranges in graphical or tabular displays at 6m 51s
18. Print the graphical or tabular display at 6m 53s
19. View multiple values on the same graph or table at 7m 3s
20. Care History Audit Trail at 8m 4s
21. Care History ?Knowledge? (Mentor Online) at 8m 16s
22. All Data View at 8m 40s
23. Non-Value Data View at 8m 51s
24. Allergies View at 8m 55s
25. Health Status View at 8m 57s
26. Family History View at 8m 59s
27. Immunisations View at 9m 1s

Video content

Time

Status
1. Start
2. View all Filters configured for all filterable Care Record Modules at 0m 48s
3. Create a Filter at 1m 15s
4. Define whether a filter is for your use only or for the whole organisation at 1m 46s
5. Selecting the criteria to define your filter at 1m 53s
6. Filter criteria vary according to the module at 1m 56s
7. Configurable options for each filter criteria at 2m 20s
8. Exclude from your filter at 2m 25s
9. Define Date Ranges for filters at 2m 37s
10. Use a 'Relative' date range at 2m 53s
11. Use Consultation Headers to govern your Filter at 3m 9s
12. Filter by User Job Category at 3m 31s
13. Configure filter to apply if ALL or ANY of the Criteria are met at 3m 50s
14. List of Filter Criteria Options at 4m 10s
15. Edit filters at 4m 21s
16. Remove Filter at 4m 24s

Video content

Time

Status
1. Start
2. Shortcuts to the Referrals Tab at 0m 5s
3. Detailed View of the selected Referral at 0m 34s
4. Deleting a Referral at 1m 0s
5. Change the Status of a Referral (Active/Dormant/Rejected/Ended) at 1m 21s
6. Recalling a Managed Referral at 1m 35s
7. NHS e-RS Portal access option at 1m 42s
8. Filtering the Referral List at 1m 50s
9. Search for text/keywords at 1m 56s
10. View the Referral Audit Trail at 2m 12s

Video content
1. Start

Video content

Time

Status
1. Start
2. What is EMIS 'Remote Consultations' at 0m 22s
3. Benefits of 'Remote Consultations' at 1m 37s
4. How does it work in practice? at 2m 8s
5. Icon in Appointment Slot indicating that the slot was cross-org bookable at 2m 35s
6. Hover over information on Appointment Slot at 2m 45s
7. Booking Organisation details at 2m 54s
8. Legitimate Relationship at 3m 7s
9. Who can use the Remote Consultation link into the patient's GP record? at 3m 51s
10. Which RBAC roles can use Remote Consultation links? at 4m 7s
11. When the patient is 'Sent In' at 4m 46s
12. Purple banner reminder at 5m 12s
13. Consultation Type default (Enterprise Consultation) at 5m 28s
14. Restrictions when using Remote Consultations at 5m 45s
15. Using Templates, Protocols and Documents in Remote Consultations at 6m 29s
16. Confidentiality Policies in Remote Consultations at 7m 17s
17. Sending Tasks in Remote Consultations at 7m 24s
18. Issuing if the patient is a Dispensing patient at 7m 53s
19. Save a Remote Consultation and Close link at 9m 7s
20. Mark Patient as 'Left' in Appointment Book at 9m 33s
21. Revisiting, viewing and amending the patient's record at 9m 42s
22. Viewing Remote Consultations added by others at 10m 4s
23. Audit Trail at the Registered Practice at 10m 24s

Video content

Time

Status
1. Start
2. Make a managed referral from within a Consultation at 0m 22s
3. Add the referral source at 0m 32s
4. Add the referral target service at 0m 47s
5. Add the Clinical Term (referral type) at 1m 4s
6. Select the appropriate Urgency at 1m 10s
7. Add Purpose at 1m 25s
8. Free text to describe the reason for referral at 1m 28s
9. Link a Problem on the patient's record to the referral at 1m 30s
10. Create Referral letter now at 1m 40s
11. Find the appropriate referral letter at 2m 9s
12. Complete the Free text prompts for the referral letter at 2m 24s
13. View and complete the Referral Form at 2m 46s
14. Save and Send the Referral Form at 3m 27s
15. View the referral in the Referral Section of the Care Record at 3m 50s
16. Create a Task for someone to create the referral letter at 4m 7s
17. Select the user or team you want to send to at 4m 22s
18. Access Work Flow Manager - referral management at 4m 54s
19. Select the letter from 'Pending Letter' folder at 5m 0s
20. Open the Pending letter at 5m 1s
21. Select the letter/form and complete, save and send at 5m 3s

Video content

Time

Status
1. Start
2. Launch the e-Referral in a Consultation at 0m 23s
3. Select Urgency (Routine/Urgent/2week) at 0m 26s
4. Select Referring Clinician at 0m 32s
5. The e-Referral Portal at 0m 45s
6. e-Referral Portal - Referring clinician at 0m 48s
7. e-Referral Portal - Request Type (Referral or Advice) at 1m 0s
8. e-Referral Portal - Priority at 1m 6s
9. e-Referral Portal - Select Clinical Term, Specialty/Clinic Type or Named Clinician at 1m 9s
10. e-Referral Portal - Refine search using distance from a given postcode at 1m 35s
11. e-Referral Portal - Specify an indicative maximum wait time at 1m 47s
12. e-Referral Portal - Organisation or site at 1m 49s
13. e-Referral Portal - Specify age/gender requirements for clinic at 1m 51s
14. e-Referral Portal - Sort Results of your search at 2m 6s
15. e-Referral Portal - Run the search at 2m 30s
16. e-Referral Portal - View your search results (available appointments) at 2m 31s
17. e-Referral Portal - Group appointments by Organisation or Location at 3m 3s
18. e-Referral Portal - Select multiple appointment options at 3m 17s
19. e-Referral Portal - View details of each appointment option at 3m 25s
20. e-Referral Portal - Select the appointment at 3m 44s
21. e-Referral Portal - Request appointment at 4m 7s
22. e-Referral Portal - Confirm or update patient details at 4m 10s
23. e-Referral Portal - Submission Confirmation Screen at 4m 38s
24. e-Referral Portal - Shortlist of appointment options for the patient at 5m 3s
25. e-Referral Portal - Finish the referral at 5m 25s
26. e-Referral Portal - Abandon the referral process at 5m 33s
27. Complete EMIS Referral form details at 5m 40s
28. Create referral letter in the Consultation at 5m 52s
29. Create a Task for someone to create the referral letter later at 6m 0s

Video content
1. Start

Video content
1. Start

Video content

Time

Status
1. Start
2. Access the Protocol Launcher at 0m 8s
3. Launch a one-off protocol at 0m 20s
4. Assign a Protocol to a letter in the Launcher at 0m 41s
5. Select a protocol from the Launcher list at 1m 7s
6. Edit or Remove protocols from the Launcher list at 1m 25s
7. Refresh the Launcher list at 1m 35s
8. Use for Clinical Protocols at 1m 49s
9. Use to Launch Documents at 2m 27s
10. Use to Create Letters at 3m 7s
11. Use to create a Library of Resources at 3m 38s

Video content
1. Start

Video content

Time

Status
1. Start
2. Create a Screen Message at 0m 8s
3. Select recipients at 1m 22s
4. Show Offline users at 2m 0s
5. Screen Message alert at 2m 24s
6. Send Screen Message at 2m 31s
7. View a Screen Message that you've received at 2m 46s
8. Delete Screen Message at 2m 55s
9. Receiving an Urgent Screen Message at 3m 7s
10. Reply to a Screen Message at 3m 35s
11. Discard a Screen Message at 4m 8s
12. Panic Button at 4m 19s
13. Send a Panic Alert at 4m 38s
14. Responding to a Panic Alert at 4m 54s

Video content
1. Start

Our Partners

iplato Cheshire & Merseyside South Cheshire & Vale Royal GP Alliance Howbeck Healthcare Edenbridge Pathways CIC Lexacom Ardens Healthcare Informatics The Cheshire Care Record Webpost iGPR