EMIS Admin Approval

Note

This section applies only to practices running EMIS Web. If your practice uses TPP SystmOne, please see SystmOne TPP Admin Approval.

After registration, the conneQt® Toolbar must be activated within EMIS Manager before use. Perform the following steps:

Step 1 – Activate the Application

  1. Load EMIS Web.
  2. Navigate to: EMIS Ball > System Tools > EMAS Manager.
  3. Go to the Partner API tab (bottom-left of screen).
  4. Select Quicksilva ConneQt Toolbar from the partner API list (it will show a red cross).
  5. Click "Activate Application" at the top.

Step 2 – Set Up User Access

Note

This may not be required at all sites.

  1. Navigate to: EMIS Ball > System Tools > EMAS Manager.
  2. Go to the Partner API tab (bottom-left of screen).
  3. Select Quicksilva ConneQt Toolbar (now showing a green tick).
  4. Click "Edit Users" along the top.
  5. Find the user > tick the box next to their name > configure access > create a password > click OK.

Step 3 – Allow User Login

  1. In the same Partner API screen as Step 1 and 2, click "Login Access" along the top.
  2. Find the user and select both "Allow Login" and "Auto Login".
  3. Click OK.
  4. The user must log out of EMIS and log back in for changes to take effect.

Step 4 – Activate the Product

  1. Once logged back into EMIS, launch the conneQt® Toolbar.
  2. The "Activate New Partner Product" box will appear.
  3. Enter normal EMIS username and password, then click "Activate".
  4. A confirmation pop-up will confirm the product is activated.
  5. If other client or customer software also utilises the Toolbar, repeat Steps 1 to 4 for each.
Important

If activation fails, it may be due to multiple EMIS sessions being open. Close all open EMIS sessions, open a single EMIS session and retry.

Next Steps

Once approval is complete, proceed to EMIS Configuration.