Emis PCS search instructions.pdf

EMIS PCS - Searching for patients NOT SEEN in the last 15 months
1 Selecting Population
From the main EMIS screen select ST Searches and reports,
Select SM Search population manager,
Right mouse click on the Practice Search folder
Select New population from the options.
Double click on the currently registered patients
2 Selecting Pathology
Double click on C – Clinical codes,
Click on the Hierarchy tab
Click once on the Laboratory procedures
Click select then OK
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2a Now you need to select date
Unpick No date range applied to this search
Enter a date in the Search From box which should be 15 months prior to today’s
date.
Click OK
2b Click on the operator feature shared once then double click the option B
(Excluded) to change the operator to Excluded
3 Selecting Drugs
Double click on the C – Drugs
Click All under Status
Select All under Prescription type
Click on Issued between under Issues and type in the date in the Date Range box
then click OK.
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Repeat step 2b
4 Selecting Consultation
Double click on G – Consultation
Double click on A- all type
Double click on B- entries between two specific dates will be searched
Enter the date in the From box
Click OK
Repeat step 2b
5 Selecting Referral
Double click on I - referrals
Double click on A- all type
Double click on B- entries between two specific dates will be searched
Enter the date in the From box
Click OK
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Repeat step 2b
6 Selecting Appointments
Double click on J- Referral
Double click on A- all type
Double click on B- entries between two specific dates will be searched
Enter the date in the From box
Click OK
Repeat step 2b
7 All the criterion is now selected, now press return then Yes to the prompted
as below.
8 Once the report has finished running you will be prompted with the data,
Click on Close to close the data screen.
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9 Run report
We now need to run a report to define how we want to display the data.
Select the search by clicking on it once
Click on P- Run Report
Select defined patients summary from the dropdown
Click Create new
Click New
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Check the Registration box in the Selections
Click on NHS Number in the registration box to select
Click on to move NHS Number to the selection box
Follow this step for all fields in the following order: NHS Number, Title,
Forename, Surname, house name / flat, number and street, town, Postcode, DOB,
Registered Dr.
Click next, next again
Unpick HTML and pick Text
Click Next, click next again and wait
Click Finish
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Report is displayed in the below manor.
Close this screen
Select Files then click on Excel
You will be presented with a list of patients in excel as below:
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Now only highlight the data for patients with surname beginning with letter A (or if
you were asked for surname beginning with B etc)
Click on Edit menu select copy,
Open another Excel page
Click on Edit menu and paste.
Now write your practice name and save this list with an appropriate name.
Email this list to secured email address provided, which is: r-pct.pcc@nhs.net
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