📍 This article includes:
Part One
Entering EMIS credentials
Preparing your EMIS appointment book
Part Two
Managing appointments in Joy
Part One: How to prepare EMIS for calendar integration- EMIS credentials
Step 1
1. Open up EMIS
2. Find Joy as a user
3. Please select User Role profiles 👇 and please add the following RBAC Code B0560 by clicking on the search button 🔍
Step 2
Go to the Joy Case Management System
Go to the 'Calendar' 📅
Click on 'Settings' ⚙️
Choose your working hours and time slots
Click on the EMIS ****toggle 👇 to turn it on
Ensure the usernames entered are correct
How do I prepare my EMIS appointment book?
💡 Hint: To use the calendar integration each staff member who will be booking appointments in Joy needs to have sessions and slots configured inside the clinical system. If the user works across multiple sites with separate clinical systems, an appointment book needs to be set up for each practice.
Go to your EMIS appointment book
Click Create session 👇
Fill in the information required
(Optional) Configure slot type according to reporting requirements
Select the slots under “Session preview”
Right click and click on Slot Properties
Select the correct slot type to indicate the type of appointment
Click Apply and Close
Add session holders 👇
Click Create 👇
Managing appointments
✔️ Marking appointments as attended on Joy Upon marking an appointment as attended on Joy, the appointment on EMIS will be updated to have the status “Patient left”.
🔄 Rescheduling appointments on Joy Upon rescheduling an EMIS appointment on Joy to another time slot which is compatible with your appointment book on EMIS, the appointment will be automatically rescheduled on EMIS.
❌ Deleting or cancelling appointments on Joy Upon deleting or cancelling an EMIS appointment on Joy, the appointment will be automatically deleted on EMIS.
📋 Appointment notes - Joy to EMIS Any notes under 200 characters added to the Notes section on Joy appointments will appear under the Notes field on Booking Info tab of an appointment on EMIS.
🔄 Rescheduling appointments on EMIS To reschedule an appointment booked from EMIS and imported to Joy:
Cancel the original appointment on EMIS
Cancel and delete the imported appointment on Joy
Schedule a new appointment on EMIS
Import the new appointment on Joy
❌ Deleting or cancelling appointments on EMIS Upon cancelling an appointment on EMIS, the appointment on Joy will be marked as cancelled.
📋 Appointment notes - EMIS to Joy Any notes added to the Slot Notes section on the General Info tab of an appointment on EMIS
Appointment types on EMIS When sending appointments from Joy to EMIS, the appointment will show on EMIS with the slot type configured in the session. For example, if the session was configured to have Telephone slots, Joy appointments will show on your EMIS appointment book as a Telephone appointment.