Overview
This course is aimed at familiarising existing practice staff and members of the PCN workforce with core functions in EMIS Web, focusing on appointments, workflow management, and reception processes to support efficient day‑to‑day operations.
The course will be run virtually, using Microsoft Teams
Duration: 3 hour session with a break
Agenda
- Appointment Book
- Adding and amending Session Holder Filters
- Creating and editing Slot Types
- Creating and editing Embargoes
- Managing DNA’s
- Adding ad-hoc Session Templates
- Creating and amending Sessions and Weekly Templates
- Adding Session Templates to Planne
- Holidays and Closures
- Workflow Configuration
Workflow Manager
