EMIS Web Appointments

This bundle takes a closer look at the EMIS Web Appointment Book from the point of view of the Receptionist and the Session Holder, focussing on the functionality that each of those roles will need on a day to day basis. More content will soon be added to look at how the Appointment Book can be configured and managed. We’ve included the video ‘EMIS Web Remote Consultations – Finding, Booking and Cancelling appointments’ here, which can also be found in the Bundle ‘EMIS Web Remote Consultations’.

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Bundle Content

Video content

Time

Status

1. Start
2. Default Appointments view for a receptionist at 0m 20s
3. Session Holder Filters at 0m 34s
4. Configure your Session Holder Filters list at 0m 44s
5. Session header bar colours at 1m 11s
6. Different slot type examples at 1m 24s
7. Embargoed slots at 2m 8s
8. Externally bookable slots (for Remote Consultations) at 2m 23s
9. Patient Facing Services slot type (for online booking) at 2m 50s
10. View your practice's slot types at 3m 5s
11. Home Visit/Open session lists at 3m 15s
12. Patient details (on hover) at 3m 51s
13. Display patient's EMIS number at 4m 13s
14. Show red alert for late patients at 4m 18s
15. Configure slot colour presentation at 4m 23s
16. Show waiting times for patients at 4m 43s
17. Show Patient Facing Services icon at 4m 46s
18. Show calling name at 4m 52s
19. Slot proprties at 5m 19s
20. Slot history at 5m 34s
21. Patient arrival at 5m 45s
22. Send in at 6m 19s
23. Patient leaves at 6m 29s
24. DNAs at 6m 52s
25. Patient walked out at 7m 13s
26. Cancel slot status at 7m 25s
27. Slot comments at 7m 37s
28. Define start time of 'afternoon' at 8m 7s
29. Time for sessions to close down at 8m 12s
30. Force reason to be entered when booking/cancelling appts at 8m 42s
31. AM/PM/All Day views at 8m 50s
32. Privacy at 8m 58s
33. Change slot properties at 9m 44s
34. Check dates of an individual patient's appointments at 10m 14s
35. Search for patient in Appointment Book at 10m 26s
36. Print appointment lists at 10m 38s
37. Cancelling sessions at 11m 34s
38. Reallocation List at 12m 3s
39. Print letters or send text messages re appt changes at 13m 5s

Video content

Time

Status

1. Start
2. Session Holder default view at 0m 7s
3. Calendar navigation at 0m 12s
4. Session Holder Filters at 0m 17s
5. Quick Pick Filter at 0m 23s
6. Filter on Locations at 0m 31s
7. Filter on Lists at 0m 34s
8. Filter on Session Categories at 0m 38s
9. Configure own Session Holder Filters List at 1m 0s
10. Blocked slot example at 2m 3s
11. Slot type examples at 2m 13s
12. Embargoied slots example at 2m 33s
13. Externally bookable slots example at 2m 47s
14. Patient Facing slots example (for online booking) at 3m 10s
15. Appointment information - Reason and Booking Notes at 3m 45s
16. Patient details (on hover) at 4m 7s
17. Configuring slot features at 4m 28s
18. Configure slot columns at 4m 42s
19. Display EMIS number at 5m 55s
20. Show red alert for late patients at 6m 1s
21. Configure colour display at 6m 5s
22. Show waiting time for patients at 6m 23s
23. Show 'Patient Facing Services' icon at 6m 28s
24. Show calling name at 6m 34s
25. View Medical Record from Appt slot at 7m 4s
26. Slot Properties at 7m 23s
27. Slot History at 7m 34s
28. Patient arrival at 7m 42s
29. Send (Call) patient in at 8m 2s
30. Automatically open consultation on 'Send In' at 8m 23s
31. Telephone Consultation slot actions at 9m 23s
32. Quiet Send In at 10m 1s
33. DNAs at 10m 20s
34. Patient Walked Out at 10m 42s
35. Slot Comments at 10m 52s
36. Day View vs Week View at 11m 30s
37. Define Afternoon Start Time at 11m 53s
38. AM/PM/All Day views at 12m 26s
39. Refresh Screen at 13m 11s
40. Change Slot Properties at 13m 50s
41. F10 - Appointment Book Quick View at 14m 15s
42. Display Today's appointments on Home Page at 14m 45s

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. Start at 0m 0s
3. Browse appointments using the Calendar at 0m 20s
4. Return to 'Today' at 0m 23s
5. Scrolling across and up and down the page at 0m 26s
6. Week View vs Day View at 0m 33s
7. Drill down to session from Week View at 0m 50s
8. Filter by AM or PM at 0m 59s
9. Filter by Location at 1m 3s
10. Use 'Find Slot' in the Ribbon at 1m 8s
11. The 'Find Slot' dialog box at 2m 3s
12. Information displayed for each appointment in the Find Slot dialog box at 2m 13s
13. Search From' date at 2m 35s
14. Using EMIS date shortcuts at 2m 40s
15. Exclude/Include Urgent appointments at 3m 11s
16. Look for ONLY Urgent appointments at 3m 13s
17. Specify 'Time of Day' at 3m 15s
18. Filter on 'Slot Type' at 3m 28s
19. Filter on Session Holder(s) at 3m 35s
20. Use your personal pre-configured Session Holder Filters at 3m 47s
21. Filter on Languages of session holders at 3m 58s
22. Clear appointment criteria/clear filters at 4m 7s
23. Advanced Criteria for filtering appointments at 4m 14s
24. Select Days to Exclude at 4m 17s
25. Define minimum slot duration at 4m 23s
26. Define number of consecutive slots required at 4m 26s
27. Filter on Session Category at 4m 30s
28. Define required Gender of session holder at 4m 35s
29. Look at Earlier or Later appointments at 4m 48s
30. Book Appointment at 5m 17s
31. Book Slot' dialog box at 5m 20s
32. Reason for appointment at 5m 49s
33. Booking Notes at 6m 0s
34. Mobile phone number - check/add at 6m 12s
35. Email address - check/add at 6m 13s
36. Booking an appointment directly into the appointment session at 7m 34s
37. Booking an 'Unregistered patient' appointment at 7m 48s
38. Adding more slots to a session at 8m 28s
39. Split slot in half at 8m 35s
40. Split slot by time at 8m 38s
41. Squeeze in an appointment between 2 booked slots at 8m 55s
42. Unblocking a 'Blocked' slot at 9m 3s
43. Slot Properties at 9m 16s
44. Change the slot type for an existing slot at 9m 20s
45. Slot History at 9m 29s
46. Add slots to the start or end of a session at 9m 39s
47. Insert slot into session at 9m 42s
48. Book a double-appointment by highlighting adjacent empty slots to merge at 9m 46s
49. Cut and Paste an appointment at 9m 56s
50. Book' option in the Ribbon at 10m 6s

Video content

Time

Status

1. Start
2. Start at 0m 0s
3. Search Book at 0m 9s
4. Patient Appointments option in Ribbon at 0m 24s
5. View Appointments in the Care Record Diary at 0m 39s

Video content

Time

Status

1. Start
2. Start at 0m 0s
3. Cancel option in the Ribbon at 0m 7s
4. Cancel option on Right-click at 0m 14s
5. Cancel keyboard shortcut ? at 0m 18s
6. Enter Cancellation Reason at 0m 20s
7. SMS message (send) at 0m 30s
8. View SMS message content at 0m 36s
9. Print Cancellation Letter at 0m 49s
10. Cancel using 'Patient Appointments' option in Ribbon at 0m 58s
11. Cancel appointment for Unregistered patient at 1m 30s
12. Cancel appointment on Home Page at 1m 47s

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