If you're struggling to attach documents
This article is for you if you've tried attaching documents from EMIS and you see an error telling you that the document has failed to attach, like the one on the screenshot below.
Before you start, double-check that you've already enabled accurx.com in EMAS manager (you can see how to do that here). Once you've done that, we'll need to reset that integration in EMAS Manager. To do this, follow these steps with the pictures shown below 👇 :
Open EMIS
Go to 'System Tools' then 'EMAS Manager'
Click on Partner API
Select accurx.com from the list
Click Deactivate
Click Activate
You should now be able to attach documents from EMIS with no problems 🎉
If you still aren't able to attach from EMIS, check whether that's also the case for others in your practice. If no one in your practice can attach it, please get in touch with us by clicking on the green icon on the bottom right 👉
Consider running diagnostics by clicking your initials on the Accurx Desktop toolbar, navigating to About, and selecting Send Diagnostics to provide support with more information.
If others in your practice can attach from EMIS, try the steps below.
Follow these steps to adjust the RBAC settings:
Open EMIS and navigate to Configuration > Organisation Configuration.
Search for the user experiencing the issue and access their details.
Under User Role Profiles, review and, if necessary, modify the Additional RBAC Activities to include: "Complete Work Item," "Create Work Item," "Amend Work Item," and "Perform Detailed Health Record."
If the search option is unavailable (greyed out), create a new profile replicating the user's current role and add the required activities.
Set the updated role as "Default" and restart EMIS for changes to take effect.
This is caused by having multiple User Role Profiles in EMIS. The following article link covers how to make changes to ‘User Role Profiles’ to allow users to attach items from the documents section of EMIS to SMS and email.
If the above steps also haven't solved the problem, get in touch with us by clicking on the green icon on the bottom right 👉
Additionally, ensure that diagnostics information has been sent through the Accurx Desktop toolbar, as this can help the support team address your issue more effectively.