UG038 PCS New User Guide - NHSGGC

EMIS PCS New user guide

EMIS PCS New user guide Copyright Egton Medical Information Systems Ltd 2009þ Controlled Document Version 7: 7 April 2009Title: UG038 PCS New user guideSaved as: UG038 PCS New user guide.docNext due for review: 9 April 2010Published by EMIS DocumentationNo part of this document may be sold, hired, reproduced ortransmitted in any form or by any means, electronic ormechanical, including photocopying, recording and informationstorage and retrieval systems for any other purpose than thepurchaser’s use without the express written permission of EMIS.Every effort is made to ensure that your EMIS documentation isup to date, but our commitment to constantly improve oursoftware and systems means that there may have been changessince this document was produced.Associated documentationNonePage 2Saved as: UG038 PCS New user guide.doc

EMIS PCS New user guideContents1 Introduction to EMIS PCS .52 Training and support .62.1 On-site training. 62.2 EMIS PCS Help . 62.3 EMIS Support. 62.4 EMIS website. 62.5 Feedback . 63 Logging on and off EMIS PCS .73.1 Log on. 73.2 Log off. 74 General functionality and navigation.84.1 EMIS PCS main menu . 84.2 Menu bar. 84.3 System toolbar . 94.4 Patient précis . 104.5 Shortcut keys . 104.6 Function keys. 105 EMIS PCS basics.125.1 Changing user. 125.2 Finding patients. 125.2.1 Search for a patient . 136 EMIS PCS Help .146.1 Using EMIS PCS Help . 147 EMIS PCS sections and modules .167.1 Medical Records . 167.1.1 Medical Record. 167.1.2 Consultation Mode. 177.1.3 Prescribing . 187.1.4 Dispensing. 197.1.5 Unmatched Drugs. 197.1.6 Code Conversion. 197.1.7 Patient Documents . 197.1.8 Dental. 207.1.9 Import Discharge (Scotland only) . 207.1.10 Import Lab Test (Scotland only) . 207.2 Administration and Documents. 207.2.1 Registration . 217.2.2 Appointment Book . 217.2.3 Admin Lists. 217.2.4 Tasks . 227.2.5 Attachments and Capture . 227.2.6 Practice Documents. 237.2.7 Word Configuration. 237.2.8 Organiser . 237.2.9 Palm GP. 237.3 Reference . 247.3.1 Drug Explorer . 247.3.2 Mentor on the Web . 247.3.3 PDP Note . 257.3.4 EMIS ECR Tracker . 257.4 Communications . 257.4.1 Pathology Links . 257.4.2 GP Links. 267.4.3 Items of Service (IOS). 26Saved as: UG038 PCS New user guide.docPage 3

EMIS PCS New user guide7.4.4 Transmission History . 267.4.5 QMAS Uploads. 277.4.6 EMIS Access . 277.5 Searches and Reports. 277.5.1 Searches and Reports . 277.5.2 Audit Trail . 287.5.3 Population Manager. 287.6 Configuration. 297.6.1 Appointment Configuration . 297.6.2 User Manager. 307.6.3 Locations Manager . 307.6.4 Security Profiles. 317.6.5 Speciality Manager . 317.6.6 Confidentiality Policy Manager. 317.6.7 Dictionaries . 327.6.8 Template Designer . 337.6.9 Patient Archive . 337.6.10 Anti Virus Management. 337.6.11 Protocol Manager . 347.6.12 Protocol Designer . 348 Backups. 358.1 Backup guidelines . 358.1.1 Allocate backup responsibility . 358.1.2 Use a daily backup log. 358.1.3 Care and handling of tapes. 358.1.4 Tape rotation and replacement . 358.1.5 Storage . 358.1.6 Cleaning the tape drive. 358.1.7 Tape validation service . 368.2 Backup failure procedure. 369 System security . 379.1 Passwords. 379.2 Virus protection . 3710 Troubleshooting. 3810.1 Printer does not print . 3810.2 PC does not work . 3810.3 You cannot log on to EMIS PCS. 3811 EMIS Support . 3911.1 Information required by EMIS Support. 3911.2 How EMIS Support deals with calls . 39Page 4Saved as: UG038 PCS New user guide.doc

EMIS PCS New user guide1 Introduction to EMIS PCSEMIS PCS (Primary Care System) covers all areas of practice procedure, enabling you to automate manyareas of practice activity. EMIS PCS helps to streamline practice operations by providing an efficient,reliable and secure working environment.EMIS PCS enables you to create and store comprehensive electronic patient medical records, structuredaccording to the needs and preferences of practice staff. You have direct access to all patient details,including clinical, administrative and consultation information, which can be amended and printed asrequired.Whether you are upgrading from a previous version of EMIS software, changing from a different clinicalsystem or in the process of computerising your practice records and procedures for the first time, EMISPCS helps you achieve an accessible and efficient computerised practice.This guide is a supplement to EMIS on-site training and EMIS PCS Help. It is designed to act as areminder of the topics covered during your initial EMIS training with your EMIS operations manager(OM).This guide:nnOutlines the training and support available to help you learn the EMIS PCS system.Covers essentials such as logging on and off the system, system navigation and systemmaintenance.nProvides an overview of the modules which make up EMIS PCS.nIntroduces EMIS PCS Help, which will help you to start using EMIS PCS for everyday tasks.Saved as: UG038 PCS New user guide.docPage 5

EMIS PCS New user guide2 Training and supportThis section describes the resources available to help you to use EMIS PCS.2.1 On-sitetrainingEMIS recommends that you nominate two members of staff who can attend all training sessions, so thatthey will be able to:nGain a complete overview of system and hardware management.nProvide continuity of training resources within the practice.nAct as the contact/liaison person with EMIS Support.It is important that all practice staff know who the nominated trainers in the practice are, and that thenominated trainers pass on the training they receive to other members of staff as appropriate.2.2 EMISPCS HelpContext-sensitive help is available for EMIS PCS, updated regularly to reflect changes to EMIS PCSfunctionality.You can access EMIS PCS Help in any of the following ways:nBy clicking the Help iconnBy selecting Index from the Help menu at the top left-hand side of the screen.nBy pressing F1 from any area of EMIS PCS, to access help on that area.in the top right-hand corner of the EMIS PCS screen.For more information about EMIS PCS Help, see EMIS PCS Help on page 14 of this guide.2.3 EMISSupportIf you have any software or system problems, follow the guidelines recommended by your primary careorganisation (PCO) on who to contact. If the guidelines advise you to contact EMIS in the first instance,telephone EMIS Support on 0845 125 5524 or email support@e-mis.com.For more information about contacting EMIS Support, see EMIS Support on page 39 of this guide.2.4 EMISwebsiteYou can find additional information and support on the EMIS website at www.emis-online.com.2.5 FeedbackIf you have any ideas about how EMIS could improve the training or resources it provides, contact EMISField Operations Support (FOS) on 0845 123 4455.Page 6Saved as: UG038 PCS New user guide.doc

EMIS PCS New user guide3 Logging on and off EMIS PCSTo log on to EMIS PCS you need a logon ID and a password (set up in User Manager). If you do not knowyour logon ID and password, contact your system administrator.3.1 Logon1. On your PC desktop, double-click the EMIS PCS icon.The Logon screen is displayed.EMIS PCS Logon screen2. In the Logon ID box, type your logon ID.3. In the Password box, type your password.Note: The Password and Logon fields are case sensitive. For security purposes, an asterisk isdisplayed instead of each character you type in these boxes.4. Press ENTER, click Logon, or press ALT L.The EMIS PCS main menu is displayed (see page 8 of this guide).3.2 Logoff1. Do one of the following:nClick the close buttonin the top right-hand corner of the screen.nFrom the File menu at the top of the screen, select Exit.nPress ALT F4.A confirmation message is displayed.2. Click Yes, or press ENTER.Saved as: UG038 PCS New user guide.docPage 7

EMIS PCS New user guide4 General functionality and navigationEMIS PCS is designed to help you navigate to and access the functions you need as quickly as possible.4.1 EMISPCS main menuThe EMIS PCS main menu is the first screen displayed when you log on to EMIS PCS. When you arelogged on, click the Modules button or press F3 at any time to access the main menu.Note: The main menu for your EMIS PCS system may vary slightly from the one shown below: you mayhave access to more or fewer system modules.EMIS PCS main menuOn the main me

EMIS PCS New user guide Saved as: UG038 PCS New user guide.doc Page 5 1 Introduction to EMIS PCS EMIS PCS (Primary Care System) covers all areas of practice procedure, enabling you to automate many areas of practice activity. EMIS PCS helps to streamline practice operations by providing an efficient, reliable and secure working environment.