Enabling Rapid Health integration with EMIS

Modified on Fri, 18 Oct, 2024 at 11:47 AM

Before you start!

You need up to 60 minutes to follow these instructions and complete the form, and you need to do it in one sitting. We strongly recommend you find a time when you won't be interrupted as this will be the fastest approach for you, and will avoid a support call afterwards.


The good news is that over 90% of people get it right first time and done within 30 minutes, but do allow yourself the hour, as it would be difficult to exaggerate how precisely these instructions need to be followed. Every letter and every space you will enter matters.


Introduction


There are detailed instructions below for the following stages required to set up Rapid Health to interact with EMIS. 


Note: To enlarge any screenshot, click on it. To close it, click elsewhere on your screen.


1. Choose and store two Rapid Health passwords

Step
Instructions
Step A

Choose 2 passwords
Please choose two different passwords and take a note of them. You will need them for the instructions below. The second password will be needed for the New Customer Setup Form.
Why am I doing this?The steps below will ask you to add an EMIS user account for Rapid Health and to give the Rapid Health software permission to talk to EMIS. One password is set for manual access and the other for software access.

You will give Rapid Health the second password to allow its software to access your practice's EMIS - so by setting two different passwords, you will ensure Rapid Health may not log in manually. This security precaution will help to protect patient data.



2. Add an EMIS user account for Rapid Health

Step
Instructions
Step B

Add New User
In EMIS, go to Configuration.

Click on Users


Then select Add New User

Step C

User details
Set up the User details with the details below for Mr Rapid HealthThese details will be displayed on entries saved to the patient record by Rapid Health, so it's important that it clearly states Rapid Health, and not your details.

  • Title: Mr 
  • First names: Rapid
  • Last name: Health
  • Choose an email address that will go to your IT manager or whoever looks after EMIS at the practice. Rapid Health won't send emails to this address. 
  • Enter the first password you have chosen. This is for manual login for this account and should not be given to Rapid Health.
  • Please uncheck the box at the bottom.
  • Click Next at the bottom of the page

Step D

Role
Set up the Role using the information below.

  • Job Category = System Administrator
  • User Mnemonic = RapidHealth [this is one word]
  • Authorise Prescriptions = None
  • Relationship = Associated
  • Contract Start Date = today
  • Click Next at the bottom of the page

Step E

User Role Profiles
Set the User Role Profiles as follows

  • RBAC Role = Practice Manager Role
  • Click OK at the bottom of the page




3. Add a location for Rapid Health online appointment booking

Step
Instructions
Step F

Add Location


Still in the Organisation Configuration area, go to Locations and select Add

Then select Add location


 
Step G

Location Details
Add the following Location Details. 
These will be used for appointments booked online through Rapid Health.

  • Location Name = RH Online Booking
  • Location Type = Other
  • Click OK at the bottom of the page



4. Activate Rapid Health in EMAS Manager

Step
Instructions
Step H

System Tools


Staying on the same screen (if you wish), go to the EMIS button, click the System Tools arrow (see where the red arrow is pointing), and then click EMAS Manager.

 
Step J

Partner API

Then select Partner API which you can see at the bottom of the list at the bottom left.


Step K

Activate Application



















Scroll down to find "RAPID HEALTH" from the list 

Then click on Activate Application and stay on this screen.



5. Set password for the Rapid Health software

Step
Instructions
Step L

Edit Users
Following from Step 10, look to the top of the screen and select Edit Users

 
Step M

User configuration
Find the new Health, Rapid (Mr) user to edit the details

Tip: click on User to sort the users in alphabetical order, and scroll to the H's

Select Health, Rapid (Mr)
Select 
OK 
Step N

Create password
You will now set the second password, which Rapid Health's software will use to access your practice's EMIS.

Username = RapidHealth 
Password = Enter the second password you've chosen, keeping a note of it.*


[Note: There must be no space between "Rapid" and "Health" in the Username]

Click OK and then stay on the same screen.

*You will use this in the New Customer Setup Form as the Rapid Health Keyword. For security reasons, we use the term "Keyword" instead of "Password" on that form. 



6. Set Rapid Health login access

Step
Instructions
Step P

Login Access


Staying on this screen, with Rapid Health still highlighted, click on Login Access which is next to Edit Users in Step 11.

Step Q

Auto Login and 

Allow Login
Tick both Auto Login and Allow Login for Health, Rapid (Mr)


Click OK


7. Check EMIS Dummy Patient postcode and details

Step
Instructions
Step R

Check postcode



Please use the Royal Mail postcode checker to check your practice's dummy patient postcode is a valid postcode, if it's not a postcode you know is real. 

Rapid Health needs the dummy patient to have a real postcode, as otherwise the test will fail. We've found that many practices' dummy patients have made up postcodes. 


If the postcode was not real, please update it with a real one. 

Step S

Gather Dummy Patient details
Please make sure you have the following details for the dummy patient as you will need to enter them into the New Customer Setup Form.
  • First name
  • Surname
  • DOB (the age should not be greater than 100)*
  • Email address
  • Sex at birth
  • Postcode (this must be a real postcode - check here)

* The system accepts patients up to 110


8. Find your EMIS Organisation ID / EMIS CDB Number

Step
Instructions
Step T

Find EMIS Org ID /
EMIS CDB Number
Look at the top of your screen - the last numbers you see are your EMIS Organisation ID, which is also known as your EMIS CDB Number.


We've put a line through our number above, so you don't copy this in error.


9. Checklist for New Customer Setup Form

Congratulations! You have completed all EMIS steps and are now ready for the New Customer Setup Form. You need three sets of information for this:


1Rapid Health KeywordSee Step N above.
2EMIS dummy patient detailsSee Steps R and S above. Postcode must be real.
3
EMIS CDB number/EMIS Organisation ID
See Step T above. This does not begin with a letter.


Any questions? Simply get in touch on support@rapidhealth.co.uk stating your practice name in the message, and we'll be delighted to help.





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