➡️ Clinical Templates and Protocols

EMIS Web does not allow clinical templates or protocols to be permanently deleted, as these resources may have been used to record information within patient record

Instead, templates and protocols can be:

• Deactivated: The resource remains visible in Resource Publisher but appears greyed out

• Archived: The resource is hidden unless Show Archived is selected

Before archiving or deactivating resources, we recommend discussing proposed changes with relevant practice staff to ensure the resources are no longer required.

Archive or Deactivate Templates and Protocols

• Click the EMIS ball (menu)

• Select Configuration > Resource Publisher > Protocols and Templates

• Locate the required template, protocol, or folder.

• Right-click the item and select either:

  • Status > Deactivate, or

  • Status > Archive

Alternatively, use the same options from the ribbon menu.

Archiving outdated resources helps reduce clutter and encourages consistent use of the correct templates and protocols.

Remove Clinical Templates from the Template Picker

When a users clicks on Run Template within a consultation or Data Using Template, EMIS Web displays a list of recently used templates.

Over time, this list can become cluttered with outdated or unused templates. We recommend periodically clearing these templates.

To remove templates from the list:

• Right-click the template and select Remove

• To remove multiple, right-click any template and select Remove All

⚠️Please note: This only removes templates from your personal Recently Used list. It does not remove them for all users.

📃Document Templates

Document templates can accumulate over time, making it harder for users to identify the correct version and increasing the risk of outdated templates being used.

Document templates cannot be deleted. They can only be:

• Completed: Used when a draft template is ready for publishing.

• Archived: Removed from active use within the patient record.

To archive document templates:

• Click on the EMIS ball (menu)

• Select Configuration > Resource Publisher > Document Templates

• Locate the required document template or folder

• Right-click the item and select Status > Archive

Alternatively, use the same option from the ribbon menu.

You can also use the same option from the ribbon menu.

⚠️ Please note: For Ardens Pro customers, regular housekeeping is particularly important, as referral forms and maintained templates are updated regularly and should be used instead of older local copies.

Removing Document Templates from the New Patient Letter Screen

When a users clicks on create a new document within a patient record, EMIS Web displays a list of recently used documents.

Over time, this list may include documents that are no longer required.

To remove documents from the list:

• From the New Patient Letter screen when creating a letter, click the magnify glass

• This will display your personal list of recently used documents, select the red cross beside the document you wish to remove

⚠️Please note: This only removes documents from your personal Recently Used list. It does not remove them for all users.

📈 Searches and Reports

Regular housekeeping of searches and reports within Population Reporting is strongly recommended.

We suggest reviewing searches and reports with search folder owners to identify:

• Duplicate searches

• Outdated reports

• Unused folders and resources

Delete Searches and Reports

• Click on the EMIS ball (menu)

• Select Reporting > Population Reporting

• Locate the required search, report, or folder.

• Right-click on the item and select Delete

Alternatively, use the Delete option from the ribbon menu.

⚠️Please note: Deleted searches, reports, and folders cannot be recovered.

Deleting Large Numbers of Searches and Reports

If you are unsure whether searches may still be required, or you are deleting a large number of items, consider creating an archive folder instead.

• Create a folder named *DO NOT USE.

• Right-click the searches or folders.

• Select Cut and paste items into the new folder.

This allows unused resources to be hidden from day-to-day use and reviewed later before permanent deletion.