Triage is becoming a more acceptable way of first contact with patients.  Creating a specific appointment session template will help to standardise the way the sessions appear in the EMIS Web Appointment Book. See steps below on how to create slot types, a session category and a appointment list for triage.


Navigate to the EMIS Appointment Book to complete the following information.


Creating a Triage Slot Type

Creating specific slot types is a good way of searching for slots and reporting on them.


To create a slot type:

  • Click on the Appts Config option on the EMIS ribbon. 
  • Select the Slot Type option within the Organisation Options section. Please note - if you can not see Organisation Options, this may be down to access, please speak with the practice local administrator to change your profile.  
  • Click on the Add option. 
  • Name the slot appropriately using the Name field e.g. Nurse Triage or GP Triage. 
  • Ensure the Bookable Slot tick box is selected.
  • Select the appropriate Status Type - Appointments or Telephone.
  • Choose an appropriate colour for the slot if required. 
  • These slots can be embargoed if they are going to be offered for booking in the normal way. Depending how they are booked the “Allow auto DNA” can be ticked.
  • Untick the option for Send Notification in this scenario.
  • Enter relevant information in the National Slot Details (use the screenshot as guidance only) and click on OK.



Creating a Session Category

Session categories offer another way to search for particular sessions and can also be reported on. 


To create a session category:

  • Click on the Appts Config option on the EMIS ribbon. 
  • Select the Session Categories option within the Organisation Options section. Please note - if you can not see Organisation Options, this may be down to access, please speak with the practice local administrator to change your profile. 
  • Click on the Add option.
  • Complete the Name field. 
  • For the Associate with option, select the option for Non-List session types.


Please note - we suggest just adding one session category for Triage to allow easy filtering. 


Creating a Session Template 

Creating a session template will enable a un-timed list for triage appointments to be visible on the Appointment Book. Please follow your practice process for adding session templates, this can be either via the Weekly Templates or Create Session option.


To create a session template:

  • Complete the Session Name field with the appropriate name.
  • Select the option Untimed Appointments from the Session Type drop down field.
  • Complete the Start Date and timing for the session, alternatively select option for 'all day'.
  • Enter the amount of slots using the Slot Count field and decide to display slot numbers using the tick box provided.
  • Select the Session Category (previously created in the section above) using the drop down field provided. 
  • Decide if the session is to be should be made available for online services. Update the fields as appropriate.
  • If the session is to occur recurrently, click on the Define option and select recurrence pattern. 
  • The Session Preview pane will display the layout of the session. Right click on the relevant slot to update the Slot Properties e.g. to change the slot type (you may want to add the slot types created earlier in this article), add any additional notes and select if individual slots are to be marked as blocked or urgent. Please note - individual slots can also be made Patient Facing Services Bookable. 


Please note - you can select multiple slots and update the Slot Properties at one time.


  • Click on Save as template... option to save the session template and complete further actions as per practice policy. 


Once the session template is visible on the Appointment Book, similar to telephone consultations, press 'S' to start and open consultation screen.


If you require any further assistance on the process above, please contact Ardens-QMasters support on: support-emis@ardens.org.uk