Receptionist

This bundle contains videos that may be of particular interest to anyone with the role of a Receptionist. The content includes, for example, videos on: Navigating, configuring and using EMIS Web; sending Tasks and Screen Messages; Sending and Filing Lab Reports; and using CareHub online resources. As well as this Role-related Bundle, you can find videos according to different ‘Themes’ and by using Keywords to search. More content is being added regularly to the How2 site, to update and increase the resources available to you. If you have any ideas about other videos relating to Primary Care IT for Receptionists, please feel free to share those, or any other feedback, with us using the ‘Contact Us’ option.

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Bundle Content

Video content

Time

Status

1. Start
2. Security Details for new users at 0m 0s
3. Reset Password if forgotten at 1m 20s

Video content

Time

Status

1. Start
2. Security Details for new users at 0m 0s
3. Request Username reminder at 1m 23s
4. Resetting Security details at 2m 30s

Video content

Time

Status

1. Start
2. Bring up the Patient Find dialog box at 0m 7s
3. Patient Find Dialog box sections at 0m 48s
4. Colour codes for patient status at 1m 15s
5. Identify patient details to search on at 1m 28s
6. Details of found patients at 2m 5s
7. Search by EMIS number or NHS number at 2m 22s
8. Search using parts of name at 2m 42s
9. Find Archived patients at 2m 58s
10. Sensitive records access at 3m 15s
11. Finding Inactive or Deceased patients at 3m 59s
12. Navigate through pages at 4m 33s

Video content

Time

Status

1. Start
2. Different coloured Precis Bars and what the colours means at 1m 0s
3. Standard options in the collapsed Precis Bar at 1m 24s
4. Toggle between EMIS Number and NHS Number on the Precis Bar at 1m 44s
5. PDS synchronisation status at 2m 1s
6. Child Protection alert at 2m 36s
7. Padlock icon in Precis Bar (Confidentiality alert) at 2m 52s
8. Open the Precis Bar for a full view at 3m 24s
9. Patient's full address on Precis Bar at 3m 44s
10. Household Key - show patients living at the same address at 3m 47s
11. Swap to a different patient using the Household list at 3m 53s
12. Map (to display address in Google Maps) at 3m 57s
13. Contact information for the patient at 4m 7s
14. Patient Warnings at 4m 17s
15. Add a patient warning at 4m 40s
16. Trigger points for Patient Warnings at 5m 0s
17. Sharing Patient Warnings with other EMIS organisations at 5m 19s
18. How a patient warning appears to the user at 5m 55s
19. Edit patient details from the Precis Bar at 6m 32s
20. Copy details from the Precis Bar to clipboard at 7m 4s
21. Clear the Patient (remove Precis Bar) at 7m 12s

Video content

1. Start

Video content

1. Start

Video content

Time

Status

1. Start
2. Different ways to access the Care Record at 0m 0s
3. Different coloured Patient Précis bars at 1m 21s
4. Care Record Tabs at 1m 42s
5. The Summary section at 2m 8s
6. Specialist Clinical Views (Cardiac, Child Health, Diabetic) at 2m 16s
7. Patient Consent to Share Detailed record at 3m 34s
8. Print options at 3m 50s
9. User Defined Care Record Summary for Printing at 4m 9s
10. Accessing EMIS Mentor Online ('Browse') at 4m 45s
11. Managing Fit Notes at 5m 0s
12. Hide Ribbon Menu at 5m 15s
13. Sections displayed in the Care Record Summary at 5m 40s
14. Shared Data panel at 6m 13s
15. Expanding and Collapsing Summary sections at 6m 41s
16. Total number of items in section at 6m 53s
17. QOF Alerts (Pink Pop-up boxes) at 7m 8s
18. Completing information directly from the QOF Alerts at 7m 18s
19. Work Flow Manager inbox links at 7m 27s

Video content

Time

Status

1. Start
2. Find Cross-Organisational Slot at 0m 5s
3. View patient's existing Appointment Information at 0m 38s
4. Change the date for your search range at 0m 50s
5. Exclude urgent appointments in your search at 0m 56s
6. Specify desired time of day for appointment at 1m 1s
7. Specify an Organisation to search at 1m 22s
8. Specify Slot Types to search at 1m 53s
9. Advanced Search Criteria at 2m 17s
10. Specify Days of the week at 2m 22s
11. Specify a minimum slot duration at 2m 29s
12. Find consecutive slots at 2m 40s
13. Define a Session Category at 2m 43s
14. Specify Gender of Clinician at 2m 50s
15. External Booking icon at 3m 10s
16. Clear all filter criteria at 3m 17s
17. Book Cross-Org Appointment at 3m 38s
18. Patient Consent prompt at 3m 39s
19. Include patient's mobile number in booking information at 4m 25s
20. Patient Warnings at 5m 4s
21. Book Appointment at 5m 9s
22. Cancelling a Cross-Org Appointment for one of your patients at 5m 25s
23. Receiving Tasks from other Organisations at 6m 15s
24. Legitimate Relationship at 6m 39s
25. Viewing Remote Consultation records for your registered patients at 7m 18s
26. Audit Trail for Remote Consultations at 7m 39s

Video content

Time

Status

1. Start
2. Registrations inbox in Work Flow Manager at 0m 20s
3. Deductions list at 0m 34s
4. Deduction reason at 0m 38s
5. Accept a Deduction at 0m 42s
6. Check GP2GP transfer has been successful at 0m 54s
7. Integration successful at 1m 10s
8. Integration failure at 1m 20s
9. FP22 Reminders inbox at 1m 21s
10. Deduct manually at 1m 33s
11. If Lloyd George records have been digitised at 1m 45s
12. If Lloyd George records have NOT been digitised at 2m 0s
13. Printing patient Care Record at 2m 9s
14. Mandatory content for printed record at 2m 17s
15. Printing from Docman at 2m 38s
16. Mark deduction as completed at 3m 4s
17. FP22 Reminders - Send Medical Records at 3m 19s

Video content

Time

Status

1. Start
2. Navigate to Registration Screen at 0m 18s
3. Request deduction at 0m 38s
4. Reason for deduction at 0m 48s
5. Enter date of death at 0m 55s
6. Enter cause of detah at 0m 59s
7. Enter embarkation at 1m 11s
8. Future Appointments and Diary Entries - cancellation at 1m 20s
9. Completion of Care Records prior to Archive at 1m 32s
10. Print Care Record at 1m 53s
11. Print Docman documents at 2m 15s
12. NHS Transit Bag at 2m 25s
13. Deduction request sent to Trading Partner at 2m 42s
14. FP22 Reminders - Send Medical Records at 3m 4s

Video content

Time

Status

1. Start
2. Unmatched Lab Results folder at 0m 20s
3. Inbox (matched results) at 0m 32s
4. Archived folder at 0m 37s
5. RBAC code required at 0m 42s
6. Select a user from Workflow View at 1m 1s
7. Select and open a report at 1m 39s
8. Change owner of a report at 1m 56s
9. Add or delete a note at 2m 0s
10. View Histort of the report at 2m 3s
11. Print report at 2m 5s
12. DTS (Interchange history) at 2m 8s
13. Filter by Lab Report Type at 2m 14s
14. Filter by Abnormal/Normal at 2m 16s
15. File the report at 2m 28s
16. File and Comment at 2m 33s
17. Send a Task linked to Lab Result at 2m 47s
18. Archive a filed result at 3m 7s
19. Reallocate results to another user (change owner) at 3m 18s
20. Adding codes to the Care Record at 3m 54s
21. Add Task at 4m 26s
22. Add or edit Comments to lab report at 4m 31s
23. Show or Hide codes at 4m 36s
24. Auto File all viewed lab results at 4m 41s
25. Auto Archive all filed lab results at 4m 46s
26. Unmatch test from lab report at 4m 50s
27. Print at 4m 56s

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

Time

Status

1. Start
2. Access EMIS Web without a Smartcard at 0m 17s
3. Password Expiry period at 0m 35s
4. Add your Security Details at 0m 54s
5. Reset your Security Details at 2m 20s
6. Reset your Password at 3m 5s
7. Request a Username reminder at 5m 0s
8. Configuration Switcher at 6m 7s
9. Troubleshooting - Product Manager screen flickering at 8m 13s
10. Troubleshooting - Error message re incorrect version at 8m 30s

Video content

Time

Status

1. Start
2. Run Backup option at 0m 20s
3. Select date to backup at 0m 34s
4. Select Printer at 0m 47s
5. Print to PDF at 0m 55s
6. What does the print out look like? at 1m 8s

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

Time

Status

1. Start
2. Patient Find at 0m 11s
3. Expand Patient Precis Bar at 0m 24s
4. Navigate to Edit Patient Details Button at 0m 30s
5. Edit Regular Patient Screen at 1m 3s
6. Household Address Changes at 1m 9s

Video content

Time

Status

1. Start
2. What is PDS? at 0m 16s
3. What is GP2GP? at 1m 14s
4. RBAC Role required at 1m 45s
5. GMS1 Form (The Purple Form) at 2m 20s
6. Suspicious character list at 2m 38s
7. Register a patient at 3m 12s
8. Patient Registration Types list at 3m 55s
9. Register a Regular Patient at 4m 0s
10. Registering without a Smartcard at 4m 5s
11. Tracing a patient at 4m 32s
12. Mandatory fields in Patient Trace box at 5m 10s
13. What if no patients are matched? at 6m 0s
14. Select the patient from the Patient Trace box at 6m 34s
15. Create New Patient option at 7m 2s
16. EMIS Registration details at 7m 26s
17. Alternative correspondence formats (Braille or Large Font or audio tapes) at 8m 36s
18. Access Instructions at 8m 55s
19. Verifying Mobile Phone numbers at 9m 5s
20. Assigning a Usual GP at 10m 52s
21. Dispensing patient? at 11m 28s
22. Trading Partner? at 11m 43s
23. Residential Institute at 11m 54s
24. Previous Address at 12m 4s
25. Temporary Address at 12m 14s
26. Consent to receive SMS messages at 12m 29s
27. Consent to receive email messages at 13m 9s
28. Additional notes at 13m 24s
29. GP Links information page at 13m 40s
30. Armed Services Medical Cover at 14m 18s
31. Returning from Abroad at 14m 23s
32. Previously Private at 14m 25s
33. GP2GP summary page at 14m 29s
34. Next registration - same family name and location at 14m 55s
35. Next registration - same location at 15m 13s
36. Next registration - New registration at 15m 30s
37. View patient's EMIS Number at 15m 43s
38. Allocate Named GP to patient at 15m 57s
39. Process new registration in Work Flow Manager at 16m 14s
40. Approve at 17m 7s
41. Process the incoming GP2GP record at 17m 30s
42. View and check summary page at 18m 12s
43. File at 18m 28s
44. Medications at 19m 20s

Video content

Time

Status

1. Start
2. EMAS Manager at 0m 10s
3. EMAS Manager - Patient Facing Services at 0m 20s
4. Option 1 - Practice initiates online registration via EMIS WEB at 0m 55s
5. Navigate to registration screen at 1m 13s
6. Select Patient at 1m 30s
7. Registration screen - online services at 1m 43s
8. Registration screen - Add online user at 1m 47s
9. Online Access screen - ID Verification at 1m 59s
10. Online Access screen - Access at 4m 34s
11. Issuing the PIN Document at 5m 12s
12. Recep Option 1 - Practice initiates online registration via EMIS WEB at 5m 50s
13. Option 2 - Patient initiates registration online at 6m 59s
14. Recording identity Verification at 8m 2s
15. Recap Option 2 - Patient initiates registration online at 8m 58s
16. Checking patients account status at 10m 22s
17. Online users tab in Registration Module at 11m 18s
18. Find an Online User at 11m 25s
19. Edit an Online User at 11m 37s
20. Close an Online User Account at 11m 58s
21. Print and Email PIN Options at 12m 7s
22. Reset Account Key at 12m 14s
23. Patients under 16 at 12m 30s

Video content

Time

Status

1. Start
2. Registering a Proxy User for Online Access at 0m 18s
3. Navigate to registration screen at 0m 47s
4. Select Patient at 1m 0s
5. Registration screen - online services at 1m 3s
6. Registration screen - Add online user at 1m 7s
7. Online User Trace Screen at 1m 12s
8. Online User Trace Screen - User not found at 1m 23s
9. Online User Set Up - Demographic Details at 1m 35s
10. Online User Set Up - ID Verification at 1m 47s
11. Online User Set Up - Access at 1m 52s
12. Online User Set Up - Legal Basis at 2m 4s
13. Print and Email PIN Options at 2m 56s
14. View Online User at 3m 15s
15. Online User Trace Screen - User already registered at 3m 27s
16. Online User Trace Screen - Not an online user, but registered patient at 3m 51s
17. Legal Basis at 4m 23s
18. Legal Basis Types at 4m 54s
19. Viewing Legal Basis at 5m 40s

Video content

Time

Status

1. Start
2. Urgent Tasks markers at 0m 18s
3. Tasks Screen layout at 0m 40s
4. Change to Workflow View at 0m 54s
5. View Tasks of your Deputies at 1m 0s
6. What is a 'Deputy'? at 1m 9s
7. Set Out Of Office at 1m 17s
8. Enable Deputies at 1m 25s
9. Manage Deputies at 1m 30s
10. Grant access to WFM modules to Deputies at 1m 35s
11. Default 'Send To' for Task Types at 1m 46s
12. Custom Folders at 2m 24s
13. Summary Care Record (SCR) settings at 2m 53s
14. Task Tool Bar configuration at 3m 7s
15. Change the owner of a Task at 3m 27s
16. Add a Note to a Task at 3m 45s
17. Delete Note at 4m 8s
18. View Task History at 4m 13s
19. Change Priority of a Task at 4m 23s
20. Print Task or List at 4m 29s
21. Add Task at 4m 39s
22. Select Task Type at 4m 49s
23. Adding a Patient Note at 5m 9s
24. All recipients to action task at 5m 36s
25. Character limit for text at 5m 50s
26. Mark as Urgent at 5m 56s
27. Send Task at 6m 1s
28. Filter Tasks at 6m 4s
29. Clear Filter at 6m 10s
30. Open Task at 6m 19s
31. Move through Tasks at 6m 26s
32. Reply to a Task at 6m 40s
33. Send or 'Send and Complete' at 7m 0s
34. Forward a Task at 7m 13s
35. Complete Task without sending on at 7m 30s
36. Completed Folder at 7m 41s
37. Archive Tasks at 7m 51s
38. Activate a Task at 7m 57s
39. Delete a Task at 8m 6s
40. Batch Complete Tasks at 8m 20s
41. Rollback Batch-completed Tasks at 8m 37s

Video content

1. Start

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