Automatic Sync with Clinical System (England Only)
If you are based in England, we can sync with your clinical system via IM1.
This covers EMIS and SystmOne.
Set up the basic agreement document by giving us 4 bits of info and we'll get the ball rolling with IM1 for getting it set up. EMIS can take up to 3 weeks to activate the agreement, which you'll need to accept before data will start syncing each midnight.
In the meantime, you can use Manual Upload.
Manual Upload (EMIS open for everywhere)
Set-Up:
To help get just the right data, we've built a custom search for each practice.
Import it into EMIS and you're good to go.
Click the blue 'Download Search File' button to get started. Instructions will load.
Follow each step to import the search into EMIS
If the card on the left hand side is showing a green tick you needn't do anything, you're already using the most up to date Search file.
Day-to-day:
We'd recommend doing these as often as you plan to send any batches of invites. Any new appointments undertaken or booked, diagnosis, test results, new patients etc may all change which patients need invites and for what. Just re-sync to get everything up to date.
Click on the blue 'Upload Patient Data' button
Follow the instructions
Upload data and it'll automatically process. Generally this takes around 30 seconds per 1000 patients.
Next->
Set Up 3: Sync/Upload Clinical Data
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