Smart Inbox and EMIS Web integration
Step by step guide for using the Smart Inbox via the EMIS integrated toolbar
Faye avatar
Written by Faye
Updated over a week ago

This article covers:

For more information on the Smart Inbox and how your practice can start using it please head here.

What is the EMIS integrated Smart Inbox?

The Smart Inbox integration with EMIS allows you to save the eConsults directly into the matched patient's record in a couple of quick steps from within the Smart Inbox! Saved into the patients record in EMIS is the eConsult PDF and Ideas, Concerns and Expectations (ICE) data. To use the Smart Inbox with EMIS Web integration you must have the eConsult toolbar.

Accessing the Smart Inbox from the toolbar

Once you have downloaded and configured the toolbar you can access the Smart Inbox by simply pressing the envelope in the middle of the toolbar, this will open the Smart Inbox in full screen. If you load the toolbar and do not have the Smart Inbox icon or are struggling with the EMIS integration please contact the Operations Team (

Saving the eConsult to the record

Once you've opened the Smart Inbox from the toolbar there are two easy steps to save the eConsult into the patients record:

  1. Match the patient

  2. Save to record

The first step is matching the patient. Simply press ‘Patient not matched’ in orange. This will bring a pop up which will display the patients in EMIS that match the eConsult patient details that have been submitted be displayed. These are matched by the following details:

  • NHS number (if provided)

  • Patient name

  • Date of Birth

  • Postcode

Please note currently the patient name and date of birth must match the data in EMIS to be displayed.

Press on the dotted circle to confirm the match with a patient. You will see a confirmation message in the bottom left corner and ‘Patient not matched’ in orange will change to ‘Manually matched’ in green.

If you have made an error in matching you can simply press 'Manually matched' to un match.

Once the patient is manually matched you will then be able to save the eConsult directly into the patient's record on EMIS by pressing Save to record (this button will be inactive until you’ve matched the patient).

Saving to the record can take around 30 seconds, you do not need to remain in the Smart Inbox while it is saving. Once the eConsult has been saved into EMIS you will need to refresh the patient's notes.

Once refreshed you’ll see the eConsult PDF saved into the patients records including the ICE data.

Please see this video to see the whole process in action. For any questions please contact the support team either by using the live chat in the bottom right corner or emailing

Saving messages to the record

Just like the eConsult PDF and Ideas, Concerns and Expectations data, the email or SMS communications are also saved separately into EMIS when saved to the record for more information see here.


Error message when saving to record

If you receive an error message saying ‘Failed to save eConsult to record’ please contact the Operations Team by using the live chat in the bottom right corner.

My eConsult is not bringing up matches

The most likely reason is that the eConsult submitted doesn't match the patient data in EMIS (specifically the patient name and date of birth). If this is the case please use the following guide to upload the eConsult into EMIS manually. It might also be that the patient submitting is not a patient at the practice, for more information on managing eConsults that have been submitted from patients not registered at your surgery please see here.

‘Patient not matched’ in orange is not visible

Please ensure EMIS is open and logged in on your computer. You will also need to ensure that the toolbar is integrated with EMIS, please see here.

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