Useful documents for EMIS Web

User Guides, Training Handouts and E-learning Tools

On this page you will find a list of User Guides (UGxxx), Training Handouts (THxxx) and E-learning Tools (ELxxx) for EMIS Web all listed by module.

To download any of the user guides or training handouts, go to emis-online.comand login to the Common Room and choose Library > User Documentation from the menu.

Then simply search for the Reference number (e.g. UG137) of the document you want.

To access the e-learning tools, watch the video Focussing on Learning Opportunities for EMIS Web.

To use the e-learning tools, watch the video E-learning tools for EMIS Web.

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

The modules are listed alphabetically: Appointments, Care Record, Choose and Book, Concepts Manager, Confidentiality Policy, Configuration, Consultations, Data Quality, Dispensing, , EMIS AccessGP2GP, Medication, Miscellaneous, Non-Patient Data Transfer, Pathology Links, Patient Admin, Population Reporting, Protocols, QMAS, QUTE, Referrals, Registration, Scanning, Tasks, Templates, Workflow Manager

Appointments

  • UG137 EMIS Web Appointments
  • UG165 EMIS Web Appointment Reporting
  • UG174 EMIS Web Scheduled appointments
  • TH671 EMIS Web Appointment Book Configuration
  • TH672 EMIS Web Appointment Book
  • TH673 EMIS Web Appointment sessions
  • TH674 EMIS Web Holidays and closures
  • TH675 EMIS Web Planner
  • TH676 EMIS Web Weekly Templates
  • TH704 EMIS Web Creating a consultation time report
  • TH705 EMIS Web Creating a waiting time report
  • TH726 EMIS Web Creating a DNA appointment report
  • TH808 EMIS Web Filtering the appointment book
  • TH809 EMIS Web Printing appointment slips and sessions
  • TH810 EMIS Web Finding and booking appointments
  • TH896 EMIS Web Creating a home visit list
  • TH919 EMIS Web Running local backups
  • EL012 Accessing the appointment book
  • EL013 Viewing the appointment book
  • EL014 Creating and filtering the appointment book
  • EL015 Booking and finding appointments
  • EL016 Printing appointment slips and the appointment book
  • EL018 Appointment sessions
  • EL019 Weekly templates
  • EL020 Appointment planner
  • EL021 Holidays and closures
  • EL022 How to change the slot type
  • EL023 How to manually mark a DNA
  • EL049 Changing slot duration
  • EL050 Investigations
  • EL051 Population reporting - aggregate reports
  • EL052 Registering patients using PDS trace
  • EL053 Patient find
  • EL054 Appointment configuration - user options
  • EL055 Consulatation times report
  • EL056 Waiting times report
  • EL057 DNA appointment report
  • EL058 Appointment configuration - DNA Management
  • EL059 Appointment configuration - reasons
  • EL060 Appointment configuration - slot types
  • EL061 Appointment configuration - session holder filters
  • EL062 Appointment configuration - embargo types
  • EL063 Appointment configuration - opening times
  • EL064 Appointment configuration - session categories
  • EL065 Appointment configuration - LED screens
  • EL066 Appointment configuration - organisation templates
  • EL067 Appointment configuration - session location filters

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Care Record

  • UG140 EMIS Web Care Record
  • TH677 EMIS Web Care Record
  • TH678 EMIS Web Adding data in Care Record
  • TH679 EMIS Web Creating a document in Care Record
  • TH680 EMIS Web Filtering Care Record
  • TH681 EMIS Web Patient data sharing preferences
  • TH682 EMIS Web Printing from Care Record
  • TH683 EMIS Web Problem Management
  • TH692 EMIS Web Attaching a document in Care Record
  • TH863 EMIS Web Setting patient data sharing in the Familiarisation Service
  • TH914 EMIS Web Viewing shared patient care record data
  • EL002 Adding data in care record (allergy)
  • EL003 Adding data in care record (code)
  • EL004 Adding data in care record (data entry)
  • EL005 Attaching a document in care record
  • EL006 Filtering care record
  • EL007 Printing from care record
  • EL008 Problem management
  • EL040 Adding data in care record (template)
  • EL050 Investigations

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Choose and Book

  • UG183 EMIS Web Choose and Book
  • TH695 EMIS Web Creating Choose and Book referrals
  • TH696 EMIS Web Creating Choose and Book referral letter
  • TH697 EMIS Web Managing CAB referrals pending UBRN
  • TH698 EMIS Web Managing CAB referrals pending service selection
  • TH699 EMIS Web Authorising CAB referral letters
  • TH700 EMIS Web Checking Choose and Book transmissions
  • TH720 EMIS Web Dealing with incomplete CAB referrals

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Concepts Manager

  • UG170 EMIS Web Concepts Manager
  • TH684 EMIS Web Create concepts to use in a protocol
  • TH685 EMIS Web Create a rule based on existing concepts
  • TH686 EMIS Web Create a nested rule

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Confidentiality Policy

  • UG141 EMIS Web Confidentiality Policy Manager
  • TH762 EMIS Web Mapping confidentiality policies
  • TH763 EMIS Web Applying and removing confidentiality policies
  • TH764 EMIS Web Overriding confidentiality policies

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Configuration

  • UG148 EMIS Web Organisation Configuration
  • TH738 EMIS Web Users
  • TH739 EMIS Web Organisations and locations
  • TH740 EMIS Web Teams
  • TH741 EMIS Web Services
  • TH745 EMIS Web Data Sharing Manager
  • TH765 EMIS Web Creating and assigning local role profiles
  • TH811 EMIS Web Viewing RBAC role information
  • TH864 EMIS Web Configuring shared practices
  • TH886 EMIS Web Patient service restriction for extended healthcare organisations
  • EL038 Viewing RBAC role information
  • EL039 Customising the toolbar

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Consultations

  • UG142 EMIS Web Consultations
  • TH687 EMIS Web Add a quick note
  • TH688 EMIS Web Add a GP consultation
  • TH713 EMIS Web Mapping local codes
  • TH806 EMIS Web Add a template consultation
  • EL041 Adding a consultation

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Data Quality

  • TH867 EMIS Web GP2GP Simple data quality checks

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Dispensing

  • TH902 EMIS Web Dispensing Configuration

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EMIS Access

  • TH921 EMIS Web Activating EMIS Access

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GP2GP

  • UG146 EMIS Web GP2GP v1.1a
  • TH715 EMIS Web Configuring Workflow Manager for GP2GP
  • TH716 EMIS Web Dealing with allergy degrades
  • TH717 EMIS Web Dealing with medication degrades
  • TH718 EMIS Web Dealing with event degrades
  • TH719 EMIS Web Dealing with common GP2GP errors
  • TH766 EMIS Web GP2GP overview

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Medication

  • EL009 Adding a drug
  • EL010 Formulary management
  • EL011 Local mixtures
  • UG152 EMIS Web Medication
  • UG158 EMIS Web Electronic Prescription Service R1
  • UG144 EMIS Web EPS R2
  • TH611 EMIS Web Reprinting prescriptions
  • TH613 EMIS Web Local mixtures
  • TH693 EMIS Web Stored prescriptions
  • TH694 EMIS Web Automatic prescriptions
  • TH748 EMIS Web Configuring medication
  • TH749 EMIS Web Adding a drug
  • TH750 EMIS Web Formulary Management
  • TH751 EMIS Web Medication overview
  • TH844 EMIS Web Linking medication to a problem
  • EL068 Reprint prescriptions
  • EL069 Configuring medication

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Miscellaneous

  • UG164 EMIS Web Getting started
  • UG150 EMIS Web Patient Find
  • UG171 EMIS Web Test Requests
  • UG172 EMIS Web Legacy Data Mapping
  • UG173 EMIS Web MIQUEST
  • UG175 EMIS Web Data conversion checking
  • UG167 EMIS Web system configuration pre go-live
  • UG169 EMIS Web EMIS Access
  • TH708 EMIS Customising the quick access toolbar
  • TH711 EMIS Web Configuring access to EMIS Web from EMIS LV
  • TH825 EMIS Web Batch Data Manager
  • TH832 Using EMIS Web Help
  • TH838 EMIS Web for EHP
  • TH860 EMIS Web Viewing release notes
  • TH861 EMIS Web Adding offline test requests
  • TH869 EMIS Web Patient alerts
  • TH877 Accessing EMIS Web using a smartcard for the first time
  • TH903 EMIS Web Viewing incidents on the Support Centre website
  • TH904 EMIS Web Activating products using EMAS Manager
  • TH912 EMIS Web Hints and tips NUG 2011
  • TH926 EMIS Web SMS messaging
  • TH928 EMIS Web Configuring trading partners
  • EL047 Audit trails
  • EL053 Patient find

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Non-patient Data Transfer

  • TH827 EMIS Web Non patient data transfer from EMIS LV
  • TH828 EMIS Web Non patient data transfer from EMIS PCS

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Pathology Links

  • UG149 EMIS Web Pathology
  • TH870 EMIS Web Filing lab results
  • TH871 EMIS Web Unfiling a pathology report
  • TH872 EMIS Web Incorrectly filed clinical EDI results

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Patient Admin

  • UG161 EMIS Web Patient Administration
  • TH817 EMIS Web Assessment Booked list
  • TH818 EMIS Web Discharge a patient
  • TH826 EMIS Web Creating an inbound referral

Back to list of modules.

Population Reporting

  • UG151 EMIS Web Population Reporting
  • TH616 EMIS Web Create a search for current smokers
  • TH617 EMIS Web Create a search for patients who have left or died
  • TH618 EMIS Web Create a search for the first entry of a clinical term
  • TH619 EMIS Web Create an aggregate report for minor surgery
  • TH620 EMIS Web Enterprise Population Reporting
  • TH621 EMIS Web Mail merge from searches
  • TH622 EMIS Web Population Reporting
  • TH623 EMIS Web Search for patients registered at a specific time
  • TH624 EMIS Web Simple search for influenza vaccinations
  • TH812 EMIS Web FP34D vaccine reporting module
  • TH816 EMIS Web Create a drug search
  • TH868 EMIS Web QOF
  • TH873 EMIS Web Using the population reporting linked feature
  • TH876 EMIS Web Searching for problem medication links
  • TH879 EMIS Web EMIS and Egton code usage audit
  • TH880 EMIS Web Problem code usage audit
  • TH900 EMIS Web Frequently attending patients search
  • TH923 EMIS Web Searching for appointment slot types
  • EL029 How to view history data for a patient
  • EL030 Create a search for a clinical term
  • EL031 Create an aggregate report for minor surgery
  • EL032 Mail merge from searches
  • EL033 Population reporting building a search using new features
  • EL034 Population reporting building a search using library items
  • EL035 Population reporting mail merge
  • EL036 Population reporting list reports
  • EL037 Search for patients registered at specific time
  • EL038 Viewing RBAC role information
  • EL039 Customising the toolbar
  • EL040 Adding data in care record (template)
  • EL041 Adding a consultation
  • EL042 Scheduling a search
  • EL043 Searching for patient left or died
  • EL044 Searching for current smokers
  • EL045 Configuring medication
  • EL046 Searching for flu vaccs
  • EL047 Audit trails
  • EL048 Creating a week template
  • EL049 Changing slot duration
  • EL050 Investigations
  • EL051 Population reporting - aggregate reports

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Protocols

  • UG153 EMIS Web Protocols
  • TH822 EMIS Web Create a protocol
  • TH862 EMIS Web Creating a flu protocol for the Protocol Launcher
  • TH901 EMIS Web Creating a diabetic check protocol

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QMAS

  • UG154 EMIS Web EMIS QOF and QMAS
  • TH786 EMIS Web Exporting a QMAS report
  • TH787 EMIS Web Scheduling an interim report
  • TH788 EMIS Web QMAS mailbox configuration

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Qute

  • UG166 EMIS Web Qute
  • TH793 EMIS Web Create a Qute search in Population Reporting
  • TH794 EMIS Web Viewing and filtering Qute data in Care Record
  • TH795 EMIS Web Create an example Qute list report
  • TH796 EMIS Web Create an example Qute aggregate report

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Referrals

  • EL001 Adding an inbound referral
  • UG155 EMIS Web Referrals
  • TH689 EMIS Web Referral Management
  • TH690 EMIS Web Add a standard outbound referral
  • TH691 EMIS Web Add an inbound referral
  • TH908 EMIS Web Managed referrals

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Registration

  • EL026 Registering patients
  • EL027 Carers
  • EL028 Reallocating patients
  • UG145 EMIS Web Registration Management
  • UG156 EMIS Web Registration, Carers and Patient Archive
  • TH773 EMIS Web Registering patients
  • TH774 EMIS Web Registering patients using PDS trace
  • TH775 EMIS Web Carers
  • TH776 EMIS Web Reallocating patients
  • TH777 EMIS Web Registering dummy patients
  • TH846 EMIS Web Removing a patient from the practice list
  • TH882 EMIS Web Patient Trace
  • TH922 EMIS Web Registration Workflow
  • EL052 Registering patients using PDS trace
  • EL072 Registering dummy patients

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Scanning

  • UG157 EMIS Web Scanning attachments and Inbound Documents
  • TH852 EMIS Web Managing inbound documents
  • TH853 EMIS Web Scanning documents

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Tasks

  • UG163 EMIS Web Tasks
  • TH747 EMIS Web Adding and actioning tasks
  • TH802 EMIS Web Task escalation

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Templates

  • UG160 EMIS Web Template Manager
  • TH727 EMIS Web Document Template Manager
  • TH728 EMIS Web Template Builder
  • TH850 EMIS Web Adding a clinical code to a template
  • TH851 EMIS Web Creating a hypertension monitoring protocol
  • TH878 Producing labels in EMIS Web
  • TH909 EMIS Web importing document templates from EMIS LV and EMIS PCS
  • TH920 EMIS Web Adding a country of birth prompt and hyperlink to a template
  • EL071 Flu Protocol

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Workflow Manager

  • TH881 EMIS Web Global viewers and deputies in Workflow Manager

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