Emis Web Account

We need you to create a user account in Emis Web that Engage will use to interact with your clinical system.

Click on the Emis button to the top left of the Emis window, go to Configuration and click on Organisation Configuration.


Click on Add New User, then enter the following:

Title: Miss
Name: Touch
Last Name: Screen
Gender: Female
Username: engagehealth
Password: {choose a password}

Remove the tick from ‘User must change password on next sign in'

Click Next

In the search box, type Receptionist, press enter and then double click the entry Receptionist below. 

Enter the following.

User Mnemonic: EHS
Authorise Prescriptions: None
Relationship: Associated
Contract start date: Today’s date

Click Next twice. You should see the User Role Profiles page.

RBAC Role: Select Receptionist Access Role (if it is already presented you will need to click on the drop down and select again)

RBAC Activities: Click the search icon, then use the search box top left to add the following RBAC codes (enter the code only):

ESC01 - View System Configuration
B0380 - Perform Detailed Health Record
B8029 - Managed Detailed Records
B0820 - View Patient Demographics
B0370 - View Summary Health Record

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

When complete click OK

Click OK – there is no need to proceed through the following screens of the user setup.

Configure Emis API

Now we need to configure the Emis API, this allows Engage to communicate with Emis Web.

Click on the Emis button to the top left of the Emis window, go to System Tools and click on EMAS Manager.

Select Partner API from the buttons at the bottom left:

Now locate Patient Entry Touch Screen in the list above, click to select it and then click Activate Application button.

Next click Edit Users button, locate the user engagehealth in the list and tick the box.

You will be prompted to set a password, enter the same password that you used for the user account

Click OK.

Next click on the Login Access button.
Tick both boxes (Auto Login and Allow Login) alongside this user account:

Click OK.

Touchscreen Management Console Installation

Go to the PC where you would like the Touchscreen Console to be installed, ideally this will be a reception computer close to the screen. 

To download the Touchscreen Management software, click HERE or on the below link and select Run.


The touchscreen console installation will begin:

Select Everyone, so that any Windows user who logs onto the PC will have access to this software.

Leave Console checked and press Next

Click Next

Installation has been completed, click Close.

Engage Touch Management Console Configuration

Double click the Engage Touch Console icon to launch it.  

You will arrive on the Screens tab. 

Enter the name of your touchscreen and click the Add button:

Go to the Clinical tab in the console.

Select EMIS Web in the Appointments System section on the left:

In the Misc settings section enter your Site Name as you want it to appear on the welcome screen e.g.  Our Practice:

Now click the Import staff from clinical button. 

This will import all staff from your clinical into the Engage Touch Console.

You will be asked to Activate New Partner Product for this computer.
Type in the account username, engagehealth, and the password.

You will also need to activate the EMIS API on the touchscreen itself.
To do this, click on the Screens tab of the console and click the Remote button:

You will now see a remote view of the Touchscreen
In the new Window click anywhere on the Touchscreen and then press the F4 key on your keyboard.
It should say F4 key pressed Stay on top disabled.

Now run through the Touchscreen arrival options. Start > Male/Female > Month > Day

An EMIS Web Activate New Partner Product window should appear.
In the Username box type engagehealth and in the Password box type Password1 then click Activate Product

If successful, you should see a box confirming that the Product has been activated.
Press OK. 

Your Touchscreen is now ready for patients to arrive themselves.