EMIS quick guides
Quick guidance - for specific tasks in EMIS commonly used in study delivery
The videos in this section have been designed in order for you to quickly access guidance in order to complete common tasks involved with Primary Care research delivery.
Guidance for facilitators & nurses - Searches
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Install & run a search
Step-by-step instructions on how to upload an XML search file to EMIS
Followed by how to run the search file in 'Population Reporting'
If you would like further information or guidance around the content of this video, please contact ROST via email at rost.crnwestmidlands@nihr.ac.uk
![](https://www.google.com/images/icons/product/drive-32.png)
Review the search content
Step-by-step instructions on how review the criteria included within the design of an EMIS search
This process is completed via the 'Definition' tab in 'Population Reporting'
If you would like further information or guidance around the content of this video, please contact ROST via email at rost.crnwestmidlands@nihr.ac.uk
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Check why a patient has been found by a search
Step-by-step instructions on how to check the reason for a patient being identified by an EMIS search
This process is completed via the 'Check Patient' option within 'Population Reporting'
If you would like further information or guidance around the content of this video, please contact ROST via email at rost.crnwestmidlands@nihr.ac.uk
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Death & Departure check process
Step-by-step instructions on how to check if any patients successfully screened by the GP, have subsequently either left the practice or dissented from research, whilst the screening process was taking place.
This process is completed during the second visit to a GP Site following the completion of GP screening
If you would like further information or guidance around the content of this video, please contact ROST via email at rost.crnwestmidlands@nihr.ac.uk
How to generate a random selection of patients from the search results
Guidance for facilitators & nurses - Reports
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Building a 'List report'
Step-by-step instructions on how create a 'List Report' in EMIS to enable an extraction of a patient list
Followed by how to run a search file in order to populate the created report in 'Population Reporting'
If you would like further information or guidance around the content of this video, please contact ROST via email at rost.crnwestmidlands@nihr.ac.uk
![](https://www.google.com/images/icons/product/drive-32.png)
Viewing & exporting reports
Step-by-step instructions on how to view the results of a search in 'List Report' format
Followed by how to export the report file from 'Population Reporting'
If you would like further information or guidance around the content of this video, please contact ROST via email at rost.crnwestmidlands@nihr.ac.uk
Guidance for nurses - screening patients identified by a search
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'Screening' patients
Step-by-step instructions on how 'screen' a patient record for suitability for invitation to a research study
Includes how to access & search certain areas of the patient record for the required information
If you would like further information or guidance around the content of this video, please contact ROST via email at rost.crnwestmidlands@nihr.ac.uk
Guidance for nurses - Using a template - Importing > Activating > Using > Saving
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Using a template
Step-by-step instructions on how to utilise a template for recording data within a research appointment
Includes guidance on how to Install & activate a template within 'Template Manager' in EMIS
If you would like further information or guidance around the content of this video, please contact ROST via email at rost.crnwestmidlands@nihr.ac.uk