Care Coordinator

This bundle contains videos that may be of particular interest to anyone with the role of a Care Coordinator. The content includes, for example, videos on: Finding Patients and the Patient Précis Bar; navigating, configuring and using EMIS Web; Using Remote Consultations to book appointments in different organisations and creating EMIS Web Searches. 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 Care Coordinators, 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

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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. 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

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

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. 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. 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

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

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

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