EMIS Web Integrated Choose & Book
Choose & Book Process 1:
During consultation with the patient the GP books the Choose & Book appointment and creates
the Referral letter using the integrated Choose and Book Referral Screen (Steps 1 and 2 below)
1. GP books the Choose & Book appointment
● Retrieve the patient record in
consultation
● Click on the Add button
● Select Referral
● Select Choose & Book Referral
● Click on the Referral Priority
● Select the appropriate Clinician
from the drop down box
● Click OK
● Choose & Book is launched at the Appointment search screen
There are 3 options to find the service you are wanting to refer to: ‘Clinical
Term’, ‘Speciality & Clinic Type’ and/or ‘Named Clinician’
● Select the Specialty and Clinic Type from the drop down lists
● Refine the search (if required)
● Click Search All
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EMIS Web Integrated Choose & Book
● A list of available services from your search criteria are displayed
Click on a Service Name hyperlink to view additional information about the
service (contact address & telephone number) click OK to close
● Select a Service by clicking the
Select box to the left of the Service
Name
● Click Appointment Search
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● Select the appropriate Appointment
by clicking the Select radio button
to the left of the Appointment
Date/Time
● Click Book
● A ‘Check Patient Details’ dialog box
will appear, if the patient details
are accurate click OK
You can update the patient details
by clicking on the Update Person
button (if required)
● On the ‘Appointment Details’ screen
click Submit
● To print confirmation of the booking
click on the Print drop down box
and select Appointment Summary
with Password
● Click Close
● Click on the ‘Please select an
option’ drop down box
● Click on ‘I have selected a service’
● Click OK
● Click Yes on the service selection
dialog box
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● Complete the Referral details: you
must enter a Clinical Term Read
code
● Click OK
2. GP creates the Referral letter
There is an option to ‘Create Letter Task for: User\Team’ this creates a task for the
GP to write the Referral letter at a later date
● Type the body of your referral into the CAB Letter Text box
Re: Mr Bob Gorman DOB: 16/03/1916 NHS No: 9462585695
Dear Consultant,
I would like to refer Bob….
● If required, add specific patient data by selecting Clinical Content
● To complete the referral, click
Authorise And Send
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EMIS Web Integrated Choose & Book
Defer to Provider
If no appointments are available the GP can defer to provider. This will create a
task for the provider to contact the patient directly to make the appointment.
This can be used if no appointment slots are available to be booked
● From the ‘Appointment search’
screen, click Defer to Provider
● A ‘Defer to Provider Alert’ dialog
box will appear, click Yes
● Check the patient details screen,
click OK if appropriate
● Select the appropriate service to
defer to by clicking the Select radio
button to the left of the Slot
Status/ Service Name
You can add Appointment Specific
Comments if required
● From the ‘Deferral Options Details’
screen click Submit
● Print off the Appointment Request
from the Print drop down box,
select Appointment Request
Summary with Password
● Click Close
● Click on ‘I have selected a service’
● Click OK
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EMIS Web Integrated Choose & Book
Appointment Requests
Rather than booking an appointment the GP can request an appointment. This
allows the patient to book the appointment at their convenience outside of the
consultation
● From the ‘Service selection’ screen
click Request
● Check the patient details screen,
click OK if appropriate
You can increase the Appointment
Line follow-up number of days to
allow plenty of time for the referral
to be triaged and dealt with by the
clinic, before automatic reminder
letters are sent to the patient.
● From the ‘Appointment Details’
screen click Submit
● Print off the Appointment Request
from the Print drop down box,
select Appointment Request
Summary with Password
● Click Close
● Click on ‘I have selected a service’
● Click OK
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