What's auto filing?
Automatic filing of PATCHS requests into your clinical system allows you to file completed requests, comments and messages directly into a patient’s clinical record.
Auto filing is available for patients who have successfully been auto registered and happens when you:
- Add a comment on a patient request
- Complete a patient request message
- Initiate a Reply not required message to a patient
Adding a code and/or comment
When adding a comment to a patient request, the 'Add & save to clinical system' button will save the comment to PATCHS and will also file it into the patient's EMIS record.
Previously added (but not saved to record) comments
The 'Save to clinical system' button will file any previously added (but not saved to record) comments into the patient's EMIS record.
Completing a patient request message
When completing a request, the 'Complete message and save to clinical system' button will complete the request and will also file it into the patient's EMIS record.
Previously completed request
The 'SAVE REQUEST TO CLINICAL SYSTEM' button will file any previously completed (but not saved to record) request into the patient's clinical record.
Initiating a Reply not required message
When initiating a message to a patient from the Patients page, the 'Reply not required - save to clinical system' will send the message to the patient, and will also file it into the patient's EMIS record.
What will I see in the clinical system?
When a message is sent from PATCHS to the clinical system you will see an additional consultation in the patient record with the Docman heading.
Timings: Filing into the clinical system should happen instantaneously, though there may be occasional delays. We are currently working on improvements to minimise these delays.
EMIS practices - yellow banner: The yellow refresh banner in EMIS may not display in all instances. This is not an issue with Docman or PATCHS and has been reported to EMIS who have confirmed this is a known issue, which they are currently progressing with their development team.