Finding and using study documents in EMIS and SystmOne

Navigating EMIS to locate PROMPPT documents

The following step-by step guide will help you navigate EMIS to locate, open and save the PROMPPT documents within EMIS.

Step 1.

Access the patients consultations list, then add a consultation in the usual manner [A].

Step 2.

Step 2. When in the ‘New consultation’ screen press F12 to activate the Protocol Launcher sidebar. Then select from the list the PROMPPT protocol [A] [This needs to be setup prior to 1st use and instructions will be provided] or [B] the Select and Launch Button to find and activate the protocol.

Step 3.

After activating the protocol you are presented with the menu screen whereby you can select which of the PROMPPT documents you wish to access at this time.

Step 4.

Select the First assessment CRF for completion.

Step 5.

When you have finished completing a document always use the Save and Close function found in the File menu in the top left.

Step 6.

Once you have saved a document you will always be taken back to the main menu.

Step 7.

Select the pain review plan & self-care information for completion.

Step 8.

As you complete a document, a clinical code is added and recorded in the patient’s record.

Step 9.

When you look at a patients saved consultations you will be able to see which document was used and when.

Step 10.

On subsequent follow-up appointments you will repeat the process of activating the protocol but from the main menu selecting Follow-up CRF.

Step 11.

Select the Follow-up CRF for completion, remembering to Save and Close the document on exit.

Step 12.

Any of the PROMPPT documents you save in the patient’s record can be easily retrieved for editing or to print etc by accessing the Documents tab in the patient’s Care Record [A]. Patients will probably have a long list of documents on their record, to easily find the PROMPPT documents, use the search bar [B].


Finding PROMPPT documents in SystmOne

Step 1.

Access the patients consultations list and then add a consultation in the usual manner [A]. When in the ‘New consultation’ screen click on the Quick Action icon previously installed on the Toolbar to activate the protocol [B]. After activating the protocol you are presented with the menu screen [C] whereby you can select which of the PROMPPT documents you wish to access at this time. Select 1st assessment CRF for completion.

Step 2.

Select Sender & Recipient type – Both “This organisation” click ok.

Step 3.

Click Write Now button, the form will then open up in Word.

Step 4.

Click the Form Protection button [A] then complete the form fields as required. When you have finished completing a document Save and Close [B].

Step 5.

Once you have saved a document you will always be taken back to the main menu.

Step 6.

Pain review plan & self-care info leaflet. As you complete a document, a clinical code is added and recorded in the patients record.

Step 7.

On subsequent follow up appointments you will repeat the process of activating the protocol but from the main menu selecting ‘Follow up CRF’, remembering to Save and Close the document on exit. When you have finished completing the form(s) click Finish & Exit.

Step 8.

Any of the PROMPPT documents you save in the patients record can be easily retrieved for editing or to export by accessing the Communication & Letters tab [A] in the patients Care Record. From here you are able to export the documents as a pdf for sending to the study team. Select the letter then right click, select Export then PDF [B].