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MLCSU Academy

Updated on: 12-03-2025

Emis Web - Housekeeping

Topics covered

  • Organisation Configuration
  • Workflow Manager Configuration
  • Planner, Week Templates
  • Appointment Book & Configuration
  • Resource Publisher
  • Population Reporting

At the end of the session all delegates will:

System Housekeeping including:

  • Deactivating a User
  • Deactivate a Service Person
  • Remove user from a Team
  • Remove Deputies from Out of Office Settings
  • Preview & Delete clinic session / week templates
  • Manage Slot Types in Appointment Config
  • Manage Appointment Reasons in Appointment Config
  • Workflow Config> User options:
    • Configure Default Send To
    • Configure Task Toolbar Settings
  • Workflow Config> Organisation options:
    • Configure User Tasks
    • Task Default Settings
    • Task Escalation Settings 
    • Inbound User Matches 
    • Lab Report Configuration
    • Quick Codes and Text
    • Overview of Global viewers
  • Deactivate & Archive unwanted templates, protocols & concepts
  • Review & Delete unwanted searches

About the course

Course Code MLCSU-TR0155
Intended Audience GP Practice staff with higher level admin permissions
Delivery Method Online
Required Experience / Training Experience with working in Emis Web as a higher level admin user
Duration of Training 1 Hour

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