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User Guides and Training Handouts

On this page you will find a list of User Guides for EMIS PCS followed by a list of Training Handouts for PCS.

To download any of these documents, go to emis-online.comand login to the Common Room (alternatively, choose Help > EMIS Client Zone from the PCS menu), and choose Library > User Documentation from the menu.

Then simply search for the Reference number (e.g. UG050) of the document you want.

You can print out this list using the link at the foot of the page.

User Guides

• UG038 PCS New User Guide
• UG050 Data Conversion Checking PCS
• UG051 Data Transfer Matching Data PCS
• UG054 PCS Miquest
• UG056 PCS Client Install
• UG067 PCS NDTMS Template
• UG069 PCS PalmGP
• UG071 PCS Getting started for the non accredited trainer
• UG072 PCS Consultations for the non accredited trainer
• UG073 PCS Medical Record for the non accredited trainer
• UG074 PCS Referrals for the non accredited trainer
• UG075 PCS Tasks for the non accredited trainer
• UG076 PCS Word Integration for the non accredited trainer
• UG083 PCS Dental New User Guide
• UG087 PCS Electronic Prescription Service Release 1
• UG096 PCS Clinical Protocols
• UG114 PCS Practice Audits
• UG185 NHS Great Glasgow and Clyde Pocket EMIS

Training Handouts

The Training Handouts are listed by module: Appointments, Archiving, Attachments, Audit Trail, Billing, Choose and Book, Communications, Confidentiality Policy, Configurations, Consultations, Dental, Dictionaries, EMIS Access, GP Links, Hints and Tips, IOS, Location Manager, Medical Record, Medication, Miscellaneous, Northern Ireland, Pathology Links, Patient Alerts, Population Manager, Practice Audits, Prescribing, Protocols, QMAS, QRisk, Referrals, Registration, Scanning, Scotland, SCR, Searches and Reports, Security Profiles, Tasks, Templates, Test Requests, Unmatched Items, User Manager, Wales, Word Processing

Appointments

• TH018 PCS Appointment Configuration
• TH042 PCS Appointments Copy Forward
• TH043 PCS Booking Appointments
• TH044 PCS Finding available appointments
• TH052 PCS Appointment Messaging
• TH065 PCS Appointment Management
• TH078 PCS Appointment Searches Did Not Attend
• TH292 PCS Saving the appointment book
• TH443 PCS How to produce a list of app durations
• TH654 PCS Creating special slot types

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Archiving

• TH047 PCS Patient Archive

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Attachments

• UG181 EMIS PCS Document Management
• TH578 PCS EMIS DocMan transfer process

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Audit Trail

• TH062 PCS Audit Trail

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Billing

• TH555 PCS Patient Exemption screen
• TH558 PCS Taking payment after dental treatment
• TH560 PCS Billing overview
• TH576 PCS General accounting using EMIS Billing
• TH577 PCS Running an EMIS Billing report

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Choose and Book

• TH319 PCS CAB Saving Attachments
• TH338 PCS Accessing CAB
• TH339 PCS CAB Electronic Referral Letters
• TH340 PCS CAB Referrals
• TH356 PCS CAB Attaching laboratory res
• TH357 PCS CAB Incomplete referrals
• TH358 PCS CAB Checking referral type
• TH368 PCS CAB Patient demographic validation

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Communications

• TH017 PCS Close Quarter
• TH019 PCS IOS Reconciliation File
• TH026 PCS GPLinks Record Box
• TH029 PCS GP Links Daily Tasks
• TH045 PCS Pathology Links Daily Tasks
• TH046 PCS Pathology Links Management
• TH055 PCS Unmatched Transactions in GP Links
• TH133 PCS Transmission History
• TH147 PCS Filing Pathology Results
• TH169 PCS Test Requests
• TH265 PCS Removing a Duplicate Patient

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Confidentiality Policy

• TH073 PCS Using Confidentiality Policies
• TH074 PCS Configuring Confidentiality Policies

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Configuration

• TH382 PCS Amending PCT Details
• TH390 PCS Updating nGMS Contract Templates
• TH521 PCS Setting up non-principals as principals
• TH546 PCS Wales SEWCN Importing and exporting clinical templates
• TH917 PCS System security options

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Consultations

• TH022 PCS Add Consultation

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Dental

• TH556 PCS Arriving a dental patient at the front desk
• TH557 PCS Completing a new plan or consultation
• TH559 PCS Configuring dental templates
• TH561 PCS Dental charting
• TH562 PCS Using the treatment screen
• TH563 PCS Adding medication from the Dental module
• TH564 PCS Completing a dental consultation
• TH565 PCS Dental EDI
• TH586 PCS Adding materials from the Dental module
• TH599 PCS Configuring Dental Alerts
• TH600 PCS Completing an Initial Dental Examination
• TH601 PCS Completing a Periodontal Chart
• TH602 PCS Registering a dental patient
• TH604 PCS Completing a recall dental examination
• TH605 PCS Printing a dental record
• TH606 PCS Dental lab work reports and searches
• TH609 PCS Configuring the Dental Exam questionnaire
• TH651 PCS Attaching a file within the dental treatment plan
• TH652 PCS Using dental lab work reports
• TH653 PCS Using dental records from lab working imaging

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Dictionaries

• TH059 PCS Drug Formularies
• TH064 PCS Recall Schedules
• TH092 PCS Getting Started with Dispensing
• TH093 PCS Getting Started with Stock Configuration

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EMIS Access

• TH349 PCS Configuring EMIS Access
• TH430 PCS EMIS Access Appointment Booking
• TH431 PCS EMIS Access Medical Record Viewer
• TH449 PCS Delegate management in EMIS Access

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GP Links

• TH830 PCS GP Links amendments deductions and rejections
• TH833 PCS GP Links unacknowledged patients
• TH835 PCS GP Links Unmatched transactions

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Hints and Tips

• TH495 PCS Hints and tips 2008
• TH496 PCS Hints and tips 2007
• TH637 PCS Hints and tips NUG 2009
• TH858 PCS Hints and tips NUG 2010

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IOS

• TH824 PCS Link an IOS claim to a Read code

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Location Manager

• TH094 PCS Overview of Locations Manager
• TH264 PCS Setting up residential institute codes

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Medical Record

• TH020 PCS Medical Records
• TH021 PCS Problem Management
• TH041 PCS Create Quick Keys
• TH072 PCS Code Management
• TH099 PCS Adding Data in Medical Records
• TH111 PCS Configuring the Health Status Section
• TH148 PCS Adding an Allergy
• TH258 PCS Changing the range or units of a value
• TH259 PCS Creating a Local Code
• TH276 PCS Medication and problem linkage
• TH322 PCS Link a clinical term to a template
• TH360 PCS Childhood immunisations
• TH597 PCS Exporting information from Medical Record
• TH866 PCS Scotland Influenza vaccination claims to PSD

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Medication

• TH016 PCS Add Medication
• TH051 PCS Prescribing Managament
• TH088 PCS Advanced Prescribing
• TH091 PCS Drug Explorer
• TH146 PCS Expire Repeat Medication
• TH149 PCS Medication Review
• TH198 PCS Creating a local mixture
• TH218 PCS Amending Repeat Dispensing Batch Issues
• TH263 PCS Excessive Medication Report

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Miscellaneous

• TH067 PCS Screen Messaging
• TH071 PCS Organiser
• TH260 PCS Bulk Transfer
• TH348 PCS Printing patient summaries
• TH350 PCS Batch editing a clinical term
• TH352 PCS View a clinical term on a template
• TH582 PCS Suggested module configuration for new users
• TH804 PCS Viewing shared record information in EMIS Web
• TH911 PCS Hints and tips NUG 2011

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Northern Ireland

• TH894 PCS Northern Ireland CCG referrals
• TH927 PCS NI Creating an audit of referrals

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Pathology Links

• TH831 PCS Adding deputy filers

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Patient Alert

• TH098 PCS Patient Alerts
• TH268 PCS Protocol Alerts

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Population Manager

• TH075 PCS Population Manager
• TH342 PCS Merging a Population Manager search with a document
• TH768 PCS Create a patient list in Population Manager

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Practice Audits

• TH799 PCS Creating an audit report showing date of procedure

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Prescribing

• TH466 PCS Changing dosage and quantity defaults
• TH527 PCS Printer alignment for 2DRx barcoded prescriptions
• TH579 PCS Nurse prescribing

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Protocols

• TH522 PCS Simple protocols
• TH523 PCS Editing protocols

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QMAS

• TH120 PCS QMAS Uploads
• TH121 PCS Entering Your Practices National ID Code

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QRISK

• TH540 PCS QRISK2

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Referrals

• TH037 PCS Adding a Letter Template
• TH038 PCS Referrals - Adding a Referral
• TH039 PCS Referrals Adding Consultants
• TH040 PCS Referrals - Adding Specialities

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Registration

• TH028 PCS Register a Patient
• TH066 PCS Configuring Registration Screens
• TH465 PCS Creating a pooled list for registrations
• TH801 PCS Managing deductions and duplicate patients

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Scanning

• TH060 PCS Attachments and Capture

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Scotland

• UG179 PCS Scotland Prescribing
• TH371 PCS Scotland ECS consent
• TH372 PCS Scotland Viewing SCI Store pathology reports
• TH373 PCS Scotland SCI Gateway referrals
• TH374 PCS Scotland SCI Gateway discharges
• TH375 PCS Scotland Nurse prescribing
• TH376 PCS Scotland Configuring supplementary prescribing
• TH377 PCS Scotland Managing supplementary prescribing
• TH378 PCS Scotland ePharmacy consent
• TH383 PCS Scotland Using ePharmacy
• TH384 PCS Scotland Managing SCI Store pathology reports
• TH395 PCS Scotland RecordingGSFS information
• TH396 PCS Scotland GSFS reports
• TH411 PCS Scotland Recording organ donor intention
• TH438 PCS Scotland Prescribing safety alerts
• TH474 PCS Scotland SCCRS
• TH475 PCS Scotland SCI DC back population
• TH476 PCS Scotland SCI Store pathology reports
• TH551 PCS Scotland Prescribing using eCMS
• TH552 PCS Scotland Managing eCMS
• TH554 PCS Scotland Actioning parked SCI Gateway referrals
• TH587 PCS Scotland ePharmacy messages
• TH635 PCS Scotland Creating an influenza diagnosis template
• TH650 PCS Scotland Printer alignment for Scottish barcoded prescriptions
• TH701 EMIS in Scotland Quick configuration guide
• TH800 PCS Scotland ASSIGN
• TH845 PCS Scotland CMS patient registration
• TH874 EMIS PCS Scotland Duplicate patient records
• TH913 PCS Scotland Practice synonyms

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SCR

• TH491 PCS Setting the SCR consent
• TH492 PCS Managing SCR content

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Searches and Reports

• TH027 PCS Simple Search
• TH056 PCS Generating Reports
• TH089 PCS Advanced Searches
• TH257 PCS Exporting a Search to Excel
• TH266 PCS Batch Add a Clinical Term
• TH271 PCS Searching for Patients with a CMP
• TH274 PCS Searching for CMP Reviews
• TH347 PCS Searching on a clinical term value or range
• TH353 PCS Searching using due diary dates
• TH362 PCS Chronic Kidney Disease Reports
• TH393 PCS QOF recall systems
• TH410 PCS Full audit trail by user
• TH412 PCS Manipulating GP Contract searches
• TH421 PCS Consultation figures report
• TH524 PCS Current smokers search
• TH575 PCS Omit a clinical term from a search
• TH588 PCS Creating a search to find the registration status
• TH589 PCS Creating a search to find a particular drug
• TH823 PCS Create a patient list in Searches
• TH843 PCS Recall searches

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Security Profiles

• TH048 PCS Security Profiles

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Tasks

• TH058 PCS Tasks

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Templates

• TH061 PCS Creating a Basic Template
• TH278 PCS Adding a batch number to a template
• TH344 PCS Add a clinical term to a template
• TH345 PCS Add new vaccines to the immunisation template
• TH574 PCS Add a sub template to a template
• TH791 PCS Linking a disease code to a template
• TH821 PCS Editing templates for Enterprise practices
• TH885 PCS Calculating the physical activity index

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Test Requests

• TH840 PCS Resetting the Online Test Requests password

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Unmatched Items

• TH049 PCS Unmatched Drugs
• TH063 PCS Code Conversion

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User Manager

• TH023 PCS Adding Users
• TH024 PCS Forgotten Password
• TH025 PCS Inactivating a User
• TH150 PCS Practice Carers
• TH282 PCS Configuring Patient Precis for a user
• TH670 PCS Partnership reallocation
• TH790 PCS Create a new user type with consulter rights

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Wales

• TH461 PCS Wales SCI Gateway referrals
• TH548 PCS Wales SEWCN Importing documents
• TH580 PCS Wales Pre installation config for Welsh barcoded prescriptions
• TH815 PCS Wales Vale Healthcare Importing Microsoft Word documents
• TH848 PCS Wales Attaching documents to WCCG referrals
• TH859 PCS Hosted Wales EMIS Business Continuity

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Word Processing

• TH057 PCS Creating a Patient Document
• TH279 PCS Printing letters for search populations
• TH321 PCS Import MS Word documents into PCS

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