Optum EMIS Web Administration & Configuration

Overview

This session is designed to equip practice staff with the core skills to confidently navigate EMIS Web, manage patient records, and carry out day-to-day administrative tasks such as appointments, consultations, and basic workflow processes.

The course will be run virtually, using Microsoft Teams

Duration: 3 hour session with a break

Agenda

  • Homepage & Navigation
    • EMIS Home Screen
    • Search & locate a patient
    • Patient Precis and viewing patient’s demographic details
  • Appointments
    • Viewing & navigating the appointment book
    • Finding & booking an appointment
    • Cancelling an appointment
  • Care Record
    • Viewing and printing a patient summary
    • Viewing and adding consultations
    • Viewing the medication
    • Viewing problems
    • Viewing care history
  • Basic Workflow overview