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Enabling toolbar integration with EMIS Web
Enabling toolbar integration with EMIS Web

How to sync your eConsult toolbar to EMIS Web and user profiles

Faye avatar
Written by Faye
Updated over a week ago

This article covers:

When you first download and set up the toolbar you will need to confirm which, if any, clinical system you would like the toolbar to connect to.

This step is important and necessary to allow you to recognise the active patient in your EMIS Web instance and be able to pull their contact details (e.g. telephone or mobile number) into the eConsult toolbar. It is also needed for saving the response (by email or SMS) straight to the patient record.

A short walk-through of the steps outlined in this article can be seen below.

Please note our toolbar login screens have changed but the steps are the same.

Activating the eConsult Health Partner API

Click on the EMIS Orb and navigate to EMIS 'System Tools' and then 'EMAS Manager'.

On the left-hand bar, select the 'Partner API' section. From the 'Partner API' list, select ‘eConsult Health’, or this may display as ‘eConsult Messaging’.

From the header bar click 'Activate application'.

Authenticating users

With 'eConsult Health' or 'eConsult Messaging' selected and from this same header bar, click on 'Edit Users'. Select every user who you want to authenticate to use the eConsult toolbar with EMIS.

You also need to click on 'Login access' in the same header. For each user you authenticated in the previous step, you'll need to activate both 'Auto Login' and Allow Login' before clicking 'OK'.

Connecting the toolbar with your EMIS Org ID

You may need to update your toolbar version (as suggested by the toolbar itself) and then log out and back in to see the 'EMIS Org ID' field.

Your toolbar version should be 1.12.1 or higher if it’s updated. If it’s a lower number than that, it hasn’t updated itself yet. To find out what version of the toolbar you have at the moment, right-click on the three dots and go to 'Settings'.

When you log into the eConsult toolbar, you'll need to make sure you include your 'EMIS Org ID' which can be found on the EMIS login screen.

You will need to also enter your Practice Message ID and eConsult ID. You can find these at the top of any eConsult PDF report.

Finally, you need to Activate New Partner Product on the machine (this is a one time process that requires your EMIS username and Password). You'll see a window on your EMIS Web instance that looks something like this:

Smartcards can't be used to activate the product, so you will need to use your username and password. If you're not sure what your username and password are, you'll need to follow your normal process for gaining access to these (most likely contacting your IT department)

Once you've entered your details you should see this message if the activation has been successful:

If you're having any problems when you reach the toolbar login stage and wish to continue without the EMIS integration, you can click the 'None' option to continue without for the moment.

FAQs and troubleshooting

I don’t know my EMIS Org ID

  • When launching EMIS Web, you’ll see it on the login page just above the 'Sign In' button.

  • When EMIS Web is already open, you may see it on the far right of the text in the header bar of the application.

I can’t remember my EMIS Username and Password, I usually use a SmartCard.

Unfortunately, we can only use a username and password, and can’t use a smart card to get this activation working. You have two options:

  • Contact your IT department and enquire about obtaining these credentials

  • Click ‘None’ option on the Toolbar login screen to proceed without EMIS integration for the moment

I clicked 'None' because at the time I didn’t know my details/didn’t want to set it up with EMIS yet. Now I’m ready to enable it

If you right-click to open the options, choose 'Settings', then click 'Enable EMIS', you can set it up.

EMIS is running and logged in, but the Toolbar login window still says 'Please log in to EMIS'

You may have missed the step of our guide that requires you to go to 'Login Access' and check both boxes beside specific users.

​I am seeing a message saying 'Activate New Partner Product'

Make sure EMIS is running and logged in and ensure all the steps have been done properly. Alternatively, click 'None' to continue without for the moment.

I receive the message 'Cannot connect to EMIS Web, EMIS API failed when calling clinical system. Method initializewithID. error' on the login screen

Make sure EMIS is running and logged in for the screen to appear. Alternatively, click 'None' to continue without for the moment.

I see a message saying 'We couldn't find a match for your email address (XXXXX). Please go back and enter the email address you use to log into EMIS' on the login screen

Make sure the email address in EMIS is set to your NHS email address (or the email address you are using to login to the toolbar). You can check and change your EMIS email address by heading to the User Setup in EMIS.

I see the message saying 'EMIS returned an Exception: Object reference not st to an instance of an object.'

We recommend uninstalling and reinstalling EMIS - this is usually related to the CBD number on EMIS being incorrect.

I'm having problems connecting my EMIS instance with the toolbar

Connect to the toolbar using the 'None' option when you launch the toolbar. When the toolbar shows please right-click the 4 dots on the left of the toolbar and 'Report a problem'. Please type in a short message so that our support team have better details about your device and how we might be able to help you.

These questions relate specifically to how to set up your toolbar with EMIS - if you have any other toolbar questions, please check our more generic toolbar FAQ and troubleshooting article.

If you have any questions or you feel that this article could be improved, please feel free to give us some feedback. You can do this by emailing us, pressing the emojis below or using the chat button on the bottom right-hand side of this page to speak to one of the eConsult team.

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