User Guide

User Manual:

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Electronic Medical Report

GP Guide

V1.1!

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any means, including photocopying, recording, or other electronic or mechanical methods, without the prior

written permission of the MediData Exchange Limited.

For permission requests, contact MediData at:

MediData Exchange Limited"

https://medi2data.net

GPstudy@medi2data.org

Note: All Patient information in this document is ﬁctitious test data - Names, addresses, conditions and other

patient data has been developed speciﬁcally for use in the test version of the eMR application. Any

resemblance to actual persons, living or dead, or actual events is purely coincidental.

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Contents

1. Product Overview

2. GP / Practice User Guide

2.1 EMIS Data Sharing Agreement

2.2 Logging into eMR

2.3 Viewing trial Patient full records

2.4 Instructions homepage

2.5 Report status

2.7 Starting a new Instruction via an email notification

2.8 Starting a new Instruction from the ‘Instruction’ homepage

2.9 Select the matching Patient

2.10 Provisional report contents

2.11 Updating & viewing draft report

2.12 Final report

2.13 Viewing submitted reports

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Product Overview

Over 2.5 million consented requests for Patient Medical Reports are received by GP Practices every year from

3rd parties outside the NHS. This additional work on already busy GP Practice, brings unnecessary pressures

and the use of costly processes, long completion times and more often non-compliant data-structured reports

being released to 3rd parties. eMR is an accredited FREE to use secure Web App, compatible with your

existing operating system.

Delivering VALUE to your Practice:

•Seconds to generate an auto-redacted clinical coded medical report.

•At a ‘click’ produce GDPR compliant copies of a Patient records.

•Complete reports on your tablet or phone within our secure data encryption environment.

•Generate more fee income c. £300 per hour.

•Provide a better service to your Patients.

•Instructions include viewable Patient consent.

Delivering ADDITIONAL services:

•An automated electronic payment service providing Automated electronic payment service to improve

cashﬂow and reduce administration costs.

•Intuitive dashboard process for ALL 3rd party requests.

•‘Create, Save and Submit’ feature allows Practice staff to prepare reports prior to GP sign-off.

•Re-direct ALL requests through your eMR App.

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GP/Practice User Guide

2.1 Logging into eMR

2.1.1 Once registered with MediData you will be provided with a login and password to access the application.

Access the MediData application by visiting https://medi2data.net

Click the ‘GP login’ button as indicated [Fig 1]

2.1.1 Enter login information and click log in [Fig 2]

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[Fig 2]

[Fig 1]

2.1.3 A successful login conﬁrmation will be displayed if login details have been entered correctly - You will

now be looking at the ‘Instructions’ homepage for your Practice [Fig 3]

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Trial Instructions Only

NOTE: During the trial, GPs will have have access to 3 complete Patient record exports from the EMIS Test

database. These Patient records can be viewed by clicking the Patient links shown below:

These Patient records contain static information to enable GPs to compare the eMR report builder against

the original Patient data.

[Fig 3]

Secure automatic account log out

NOTE: If your account is left inactive for 20 minutes you will be logged out of the application and will have

to log back in if you need to access the application.

2.2 Viewing trial Patient full records

The test Patient records are stored as PDFs and contain the complete, unrelated medical records for the test

Patients - these reports provide a means to compare against the redacted reports you will be creating with the

eMR application.

To view a Patient record click the link of Patient you want to view, a new browser window will open containing

the Patient record [Fig 4] - To return to the eMR application, click on the ‘MediData’ tab.

2.3 Instructions homepage

When logged into eMR you will be on the ‘Instructions’ homepage [Fig 5] - This page is your dashboard

displaying key information for all outstanding Instruction request for your surgery. and the starting point for

navigating through the eMR application.

The Instruction homepage displays the following information, their location is shown below:

1. Test Patient data (trial version of eMR only)

2. Access to incomplete or new reports

3. Access to completed reports

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[Fig 4]

[Fig 5]

2.4 Report status

Once a client has created an Instruction request, the Practice associated with the Patient will be made aware

that there is an unstated Instruction waiting for them in eMR. As a GP works through the report the status will

change - the three status levels are explained below:

The status levels are:

2.5 Starting new Instruction

A new Instruction can be started by either clicking the link in a notiﬁcation email or by selecting an ‘unstarted’

Instruction from the ‘Instruction homepage’

2.6 Starting a new Instruction via an email notification

Email notiﬁcations will be sent to your Practice whenever eMR creates a new Instruction for your Practice.

An example email notiﬁcation is shown below [Fig 6] - the notiﬁcation emails contain a link to which will direct you

to the eMR application log-in screen.

Completed reports have been created, reviewed and signed off by a Practice. Once

completed these reports become viewable to the Client that requested them.

In progress reports are Instruction requests that have been opened by a Practice and

work is underway in completing the report - they are not viewable by the Client.

Unstarted reports are Instruction requests that have been sent to a Practice (including

an email notiﬁcation) however the Practice is yet to open the request - they are not

viewable by the Client

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[Fig 6]

2.7 Starting a new Instruction from the ‘Instruction’ homepage

2.7.1 An unstarted Instruction can be started from the ‘Instruction’ homepage without the need to click the link

in the notiﬁcation email - This is useful if you delete the email or if you are already logged into eMR when the

new Instruction comes in.

2.7.2 To pick up a new unstarted report, click the name next to the unstarted status box [Fig 7]

2.8 Select the matching Patient

The ﬁrst step in starting a new report is to select the correct Patient record - depending on how much

information has been supplied by the Client, there could be multiple potential matches. Select the correct

Patient for your Practice and click ‘Select Patient’ [Fig 8]

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[Fig 7]

Choose from

matching Patients

[Fig 8]

2.9 Provisional report contents

The ‘Provisional Report Contents’ page is a powerful report builder that enables GPs to quickly create a

Patient report containing the necessary information to fulﬁl a Client Instruction.

The eMR tool extracts relevant information from the Patient record and presents it in a user friendly way that

enables speedy redaction and comprehensive report generation in PDF format.

The different “Provisional Report Contents’ sections are explained below:

Redacting Information

Throughout the report builder, redact-able information is indicated with this icon -

Instructions on how to redact and un-redact can be viewed at any time by clicking on the ‘info’ icon: - to

display the following Instructions [Fig 9]!

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Patient Info

Patient identiﬁcation information is displayed

at the top of the screen - and is always

accessible by via the ‘Patient Info’ button on

the left of the screen

Client Info

Client name and the conditions included in

Instructions are also always accessible by the

‘Patient info’ button.

Sensitive Information Instructions

Please be sure to follow the advice and guidance concerning sensitive conditions - a link to the NHS SP

summary code list is also provided.

[Fig 9]

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Patient proﬁle

•The Patient proﬁle is not redact-able.

•Contain the 3 most recent readings for each section from the

past 5 years.

Signiﬁcant Conditions

•Signiﬁcant conditions are redact-able

•Any condition from the Patient history that matches the

conditions included in the Instruction will be listed here

•Signiﬁcant conditions are split into ‘Active’ and ‘Past’ with

dates supplied for both

•Redacting a signiﬁcant condition automatically removes all

associated (by coding in EMIS) information from the other

sections of the report

•Additional information can be added in the notes ﬁeld -

Please use the button to add these notes to the ﬁnal

report

Medications

•Medications are redact-able

•Redacting a signiﬁcant condition automatically removes all

associated (by coding in EMIS) information from the other

sections of the report

•Medications are split into ‘Acute’ and ‘Repeat’ and are

viewable on different tabs in this section.

•Any missing medications can be manually added via the ‘Add

Medications’ tab - mandatory ﬁelds are marked with an *

•Additional information can be added in the notes ﬁeld - use

the button to add these notes to the ﬁnal report

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Allergies

•Allergies are redact-able

•All active allergies from the Patient record are included

•Any missing allergies can be manually added via the ‘Add

Allergies’ tab - mandatory ﬁelds are marked with an *

Consultations

•Consultations are redact-able

•Any consultation from the Patient history that match the

conditions included in the Instruction will be listed here

•Additional information can be added in the notes ﬁeld -

Please use the button to add these notes to the ﬁnal

report

Bloods

•Bloods are not redact-able

•All available blood test results - 3 most recent readings - will

be displayed.

•Additional information can be added in the notes ﬁeld -

Please use the button to add these notes to the ﬁnal

report

2.10 Updating & viewing draft report

Once you have redacted all irrelevant information and added any additional information you are ready to view

the ﬁnal (draft) report - being viewing the report, click the ‘Update Report’ button, then click the ‘View Report’

button [Fig 10] to be taken from the Provisional report to the Final report

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Referrals

•Referrals are redact-able

•All available referrals from the last 5 years will be displayed.

•Additional information can be added in the notes ﬁeld -

Please use the button to add these notes to the ﬁnal

report

Attachments

•Attachments are redact-able

•All attachments from the Patient history that match the

conditions included in the Instruction will be listed here

•Attachments that are not redacted will be included in the

ﬁnal record as appendices

•The attachments can be viewed in full by clicking on the

attachment icon:

•Viewing attachments will either open a new browser window

or download them directly to your PC

•Additional information can be added in the notes ﬁeld -

Please use the button to add these notes to the ﬁnal

report

[Fig 10]

2.11 Final medical report

4.12.1 The ﬁnal medical report is still viewable inside the application along with any additional attachments as

appendices.

The report viewer has the following functionality shown below [Fig 11]

1. Return to full medical report (if viewing additional attachment)

2. View individual attachments

3. Disclaimer - this must be completed before the report can be submitted - tick ‘agree’ and add name

of person completing the report

4. Edit report button - takes you back to the ‘Provisional Report Contents’ page

5. Submit button - send the ﬁnished medical report to the Client

6. Download PDF medical report

7. Print medical report

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[Fig 11]

4.12.2 Following a submission of a completed medical report you will be redirect back to the ‘Instruction’

homepage and a ‘Report submitted to MediData’ conﬁrmation message will be displayed. The submitted

medical report will be listed in the ‘Completed Reports’ section [Fig 12]

2.12 Viewing submitted medical reports

Although a medical report can still be viewed by a GP after it has has been completed, as the disclaimer has

been signed and the ﬁnal report has been submitted to the Medidata, it will no longer be in a editable format.

To view completed medical reports, visit and click the Patient name in the ‘Completed Reports’ section [Fig 13],

this will take you to the report view page [Fig 14]

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[Fig 13]

[Fig 12]

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[Fig 14]

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