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EMIS: Practice manager guide for a central IT rollout of JoyConnect - New Customers

EMIS: Practice manager guide for a central IT rollout of JoyConnect - New Customers

Please follow this guide if you are a practice manager and an IT team has installed JoyConnect in your practice.

Support at Joy avatar
Written by Support at Joy
Updated this week

📍 This article includes:

📌 Note: Please have your EMIS username and password ready. You will need admin rights to install this software.

Completing this install will add the JoyConnect software onto the machine. This will need to be installed on every machine that would like to use JoyConnect to make referrals.

Once you have completed the 3 parts of this guide please send the 'practice staff guide for a central IT rollout of JoyConnect' to any staff members who may be connecting/signposting patients to local services e.g.

  1. GPs and clinicians who may signpost a patient to support during a consultation

  2. Admins Staff handling appointment requests

  3. ARRS roles such as Social prescribers/health coaches/care coordinators


Part One: Creating Joy as a user in EMIS

The first step of this installation guide is to create a new Joy user within EMIS. Once that has been created, you’ll just need to give this new account access to the Joy Partner API.

Video guide

  1. Select the EMIS Ball in the top corner

  2. Click on “Configuration” 👇

  3. Click “Organisation Configuration” 👇

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4. Click “Users” 👇

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5. Click “Add” 👇

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6. Select “Add New User” 👇

7. Add the following details: ✍️

  • First name: Joy

  • Last name: App

  • Username: Pungo - please note if says username already taken please try using 'Pungo1'

  • Password: enter any password

8. Untick the box that says “user must change password”

image (8)

9. Click “Next” 👇

10. This should open up to the ‘Role’ tab

11. Add the following details: ✍️

  • Roles: General Medical Practitioner

  • Tick “yes” for “Consulter”

  • User Mnemonic – JC. Please note this does not matter, if it is taken, choose anything else (or change it to JOY instead of JC)

  • Prescriptions: none

  • Relationship: Associated

  • Contract start date: Today’s date

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12. Click “Next” 👇

13. Please select User Role profiles and Confirm Joy is assigned to “Clinical Practitioner Access Role” 👇

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14. Click the search icon 🔍, then use the search box top left to add the following RBAC codes ✍️. You will only need to search the codes:

  1. B0380 - Perform Detailed Health Record

  2. B8029 - Managed Detailed Records

  3. B0820 - View Patient Demographics

  4. B0370 - View Summary Health Record

  5. ESC01 - View System Configuration

  6. B0062 - Local System Administration

  7. B1700 - Local System Configuration

  8. B0835 - Manage Patient Demographics

  9. B0360 - View Detailed Health Records

  10. B0560

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15. Once you can see the correct code in the window below, double click to add it to the selected list 👇👇 in the bottom pane

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16. When you have selected all the codes, please click “OK” 👇 and then save the user

17. Congratulations! You have completed the first step of this implementation! 🎉

Now, it’s time to give this account (and all social prescribers) access to Joy.


Part Two: Giving EMIS users access to Joy

Video guide

  1. Click the EMIS ball 👇

  2. Choose “System Tools” 👇

  3. Choose “EMAS Manager” 👇

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4. Choose "Partner API" 👇 from the bottom left

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5. Find and then select "Joy" 👇 from the list

6. Press “Activate application” 👇 and double-check it is activated, Joy will have a green tick beside the name once it’s been activated

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7. Make sure "Joy" is selected

8. Click “Edit Users” 👇

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9. Click on "User" 👇 to alphabetise the list

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10. Find the names below and tick the box next ☑️ to them and enter the password ✍️ Monday123:

If the box is already ticked there is nothing you need to action for that person.

  • “App, Joy”

  • “Partner, API” with username APIUSER

  • And any other staff who may be connecting/signposting patients to local services e.g.

    • GPs and clinicians who may signpost a patient to support during a consultation

    • Admins Staff handling appointment requests

    • ARRS roles such as Social prescribers/health coaches/care coordinators

Please don’t untick any users who are already ticked.

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11. Click 'OK' 👇

12. Click “Log in Access” 👇

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13. Click on "User" 👇 to alphabetise the list

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14. Find the names:

  • “App, Joy”

  • “Partner, API” with username APIUSER

  • And any other staff who may be connecting/signposting patients to local services e.g.

    • GPs and clinicians who may signpost a patient to support during a consultation

    • Admins Staff handling appointment requests

    • ARRS roles such as Social prescribers/health coaches/care coordinators

Please don’t untick any users who are already ticked.

15. Tick both boxes for “auto” ☑️ and “allow login” ☑️

Please don’t untick any users who are already ticked

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16. Click “OK” 👇

17. Please log out and log back into EMIS for all changes to take effect

18. You have now completed the second step! 🎉

IMPORTANT: Once complete please send this email to our support team.

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