Clicking on the Export button on the EMIS ribbon will allow you to export the results to a CSV file if you would like to filter the information further, more details of this can be found in our Housekeeping training video at the bottom of this support article.
Completing Outstanding Diary Entries
Once you have identified which diary entries are outstanding, you then must decide on whether:
- The diary entry is no longer required and needs to be marked as complete.
- The diary entry is to be replaced with a future date
This is to be done on an individual patient basis. We have made this process more simpler for you by creating a protocol to complete multiple diary entries at a time.
We recommend adding the Diary Completer protocol to your F12 key to manually launch the protocol when needed. To do this, press F12 on your keyboard, right click on a preferred letter and click Add, search and select the Diary Completer protocol.
When the protocol is launched manually it will display the following screen.
The top half of the screen will display any subsequent results that has been recorded since a diary date (please note the same prompt is triggered automatically for all staff when you Save a Consultation.
To complete diary entries, click on the Complete a diary entry option.
When you select the option for 'Complete a diary entry' the following screen will display:
The top half of the screen will remind the user of any subsequent results found for the patient. This is followed by further options to choose an area on which diary entries you wish to complete. Select the relevant category.
The above screen will display details of the existing diary entries for the patient. Use the options provided to select which diary entry you wish to complete.
Please note - the option for 'Complete All of the diary entries above' will complete all existing (past or future) diary entries for the particular category. This option is to be used with care!
Selecting any of the options above will ask the user if they wish to complete any further diary entries. Clicking on the option Yes will return the user to select a further category.
All Outstanding Diary Entry Searches (Optional)
The following searches are optional if you would like to continue with further housekeeping of diary entries on your system. The searches looks for all outstanding diary entries with no specific time frame.