Creating the Report in EMIS

There are two different versions of the EMIS report, they each use different methods to identify the consultations. We recommend downloading both and comparing the patients brought through on each to determine which would work better for your practice.

First, download both versions of the Medical System Bulk Import files from this articles attachments.

In EMIS open Population Reporting.

Click Import.

Click the three dots button and choose the location of the downloaded import file. 

Click the Ok button at the bottom of the page.

Right click on the imported file and click Edit.

Double-click on the Criteria section to modify it. The import file, by default, will find any consultations from 7th October 2024, we recommend modifying the date criteria and adding new criteria as required.

Click Save and Close.

Right click on the report and click Run.

After the the report has finished running the Population Count, % and Last Run will be updated.

To export the results, right click on the report and select "View Results".

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Click the Export button at the top of the page.

Select "CSV" and "Exclude report header", then click "OK".

Choose a name and location for the file and press "Save".

Then press "Close" on the report. Once the Clinical System File has been saved, do not open the file in Excel to prevent the data being reformatted.

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