Medical Secretary

This bundle contains videos that may be of particular interest to anyone with the role of a Medical Secretary. The content includes, for example, videos on: Navigating, configuring and using the EMIS Web Care Record; Docman 10; iGPR; making managed referrals or e-Referrals and sending Tasks and Screen Messages. 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 Medical Secretaries, 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. Change the 'Location' you're working from at 0m 40s
3. Selecting a 'Default' Location at 0m 53s
4. Home Page Notepad at 1m 1s
5. Add a Note to the Home Page Notepad at 1m 18s
6. Home Page RSS Feed - configure your own at 1m 41s
7. Home Page - EMIS Health News section at 2m 11s
8. Display Today's Appointments on the Home Page at 2m 40s
9. Which version of EMIS am I using? at 3m 35s
10. EMIS Support Centre shortcut at 4m 0s
11. Accessing your 'My incidents' list for EMIS Support Tracker at 4m 24s
12. Quick Launch Menu at 4m 44s
13. Configuring the Quick Launch Menu at 4m 56s
14. Quick Access Toolbar at 5m 56s
15. Sending a Screen Message at 6m 34s
16. Sending a Screen Message to a user who is Offline at 7m 6s
17. Receiving a Screen Message at 7m 17s
18. Replying to a Screen Message at 7m 50s
19. Configuring the Quick Access Toolbar at 8m 30s
20. Find Patient at 10m 27s
21. Clear Patient at 10m 59s
22. Change the 'Location' that you're are working from at 11m 10s
23. Lock Session at 11m 26s
24. Change your own password at 12m 7s
25. Log Off without closing EMIS completely at 12m 24s
26. Work Flow Manager quick links from the Home Page at 12m 46s
27. Using Keyboard commands to navigate (i.e. with the Alt key) at 13m 15s
28. Using the Function keys to navigate at 14m 8s
29. Panic Alert Button at 15m 0s

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. 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. Load Docman Toolbar at 1m 2s
3. Open Settings at 1m 26s
4. Select Scanner at 1m 39s
5. Minimise Docman Browser on Patient Switch at 1m 44s
6. Show Toolbar when Desktop App Starts at 1m 48s
7. Opening document from EMIS Web at 1m 56s
8. Use Docman Toolbar to view a document at 2m 33s
9. Navigating the Docman home screen at 2m 59s
10. Message Board at 3m 2s
11. Save Apps to Home Page at 3m 16s
12. Links to web pages at 3m 23s
13. Change Password at 3m 32s
14. Out of Office at 3m 36s
15. Switch Role at 3m 37s
16. Sign Out at 3m 39s
17. Settings at 3m 45s
18. Task Settings at 3m 58s
19. Auto-annotate on document hover at 4m 7s
20. Auto annotate tool at 4m 11s
21. Inbox Sort Order at 4m 17s
22. Document Viewer Settings at 4m 34s
23. Hide Inactive Folders at 4m 36s
24. Pin Folder List open at 4m 38s
25. Display Document Download message at 4m 47s
26. Search Settings at 4m 52s
27. Search in at 4m 55s
28. Hide inactive patients at 4m 58s
29. Hide synthetic patients at 5m 1s
30. Search options at 5m 10s
31. Search options for finding a Patient at 5m 26s
32. Go to patient's documents at 5m 49s
33. Document Viewing Screen at 5m 54s
34. Folders at 5m 57s
35. Not in a folder at 6m 11s
36. Hide document folders at 6m 25s
37. Full screen view at 6m 36s
38. Zoom at 6m 45s
39. Rotate at 6m 48s
40. Select zoom options at 6m 55s
41. Document Actions at 7m 5s
42. View EMIS Web at 7m 8s
43. Patient Details at 7m 23s
44. Download at 7m 33s
45. Print at 7m 38s
46. Email at 7m 40s
47. View History at 7m 46s
48. Add Comment at 8m 44s
49. View/Edit filing details at 8m 54s
50. Move document to different folder at 9m 13s
51. Tasks - Create a Review at 9m 32s
52. User Search at 9m 50s
53. Docman 10 Tasks for GPs at 11m 18s
54. Task counter at 11m 29s
55. Task Cards list at 11m 42s
56. Task Actions at 13m 20s
57. Task Action - Show Activity at 13m 27s
58. Task Timeline at 13m 37s
59. Task Action - View in EMIS Web at 14m 3s
60. Task Action - Annotation and Stamps at 14m 15s
61. Task Action - Erase & Redact at 15m 20s
62. Task Action - Add Task at 16m 17s
63. Task Action - Embed Comment at 17m 26s
64. Task Action - Add Comment at 18m 34s
65. Task Action - Quick Steps at 19m 52s
66. Task Action - More Actions (Edit-CC-Forward-Pause-Stop-Decline) at 21m 3s
67. Task Views at 22m 49s
68. Viewing someone else's Inbox (using Quick Filter) at 23m 19s
69. View 'My recent Tasks' at 23m 25s

Video content

Time

Status

1. Start
2. Coding tasks compared to action tasks at 0m 31s
3. Convert an Action Task to a Coding Task at 1m 27s
4. Add clinical Code action at 2m 38s
5. Clinical Code Browser overview at 2m 44s
6. Details of your selected code at 4m 42s
7. Confirm the date for the selected code at 5m 15s
8. Add free text for the selected code at 5m 39s
9. Copy text from the document at 5m 48s
10. Insert a value for the code at 6m 44s
11. Select header information for EMIS consultation at 7m 19s
12. View code info in task activity at 8m 9s
13. Remove or edit the coded activity at 8m 15s
14. Apply the code to the patient's EMIS record at 8m 28s
15. Add a code from a pre-defined list at 8m 48s
16. Search for code by highlighting text at 9m 49s
17. Quick BP Reading coding at 11m 24s
18. Add comment at 11m 55s
19. Decline the task at 12m 34s
20. View documents at 12m 53s
21. Start a discussion at 13m 0s
22. Copy text to clipboard at 13m 6s
23. Print or email document at 13m 31s
24. View medical history of patient at 13m 41s
25. Forward Task at 14m 10s

Video content

Time

Status

1. Start
2. Sending a New Task - overview at 0m 10s
3. Forwarding a Task - overview at 0m 51s
4. Sending a Task to another user at 1m 28s
5. User Finder at 2m 8s
6. Add Free Text before you send at 2m 20s
7. Send the Task at 2m 34s
8. The view for the recipient of a Sent Task at 2m 39s
9. Forwarding on a Task at 3m 30s
10. Select 'Forward' in More Actions at 3m 44s
11. User Finder at 3m 48s
12. Add message to send with forwarded Task at 3m 51s
13. The view for the recipient of a Forwarded Task at 4m 5s

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

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. 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. 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. 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

1. Start

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