Introduction:

This guide will walk you through the process of setting up your new Engage Arrive Check In solution to integrate with EMIS Web.


We recommend setting up a EMIS user specifically for the check in screen, this will prevent the user assigned to it from being archived if they were to leave the surgery. You can find a guide on setting this up here


To get started setting up your Engage Arrive check in screen, you'll need to log into the Engage Client here


    - If you haven't been set up as a user by your organisation, see our guide here on adding new users.


    - If you're setting up for the first time, please contact us here for one of our team to configure your first user.


You then need to navigate to the "Management Console" via the burger menu in the top right hand corner of the page.


Under "advanced" click "clinical system integration"




Then click across to the "Engage Agent" page



On this page you should see a list of any installations of the Engage Agent, if you haven't installed the agent yet, see the guide HERE for more details.


First click the toggle button to approve the connection for each agent


Then in the "Server Details" section, type in your EMIS site code, this can be found on the log in window when logging into EMIS web, or along the top of the EMIS web window when you're logged in.


Then type in the username and API password for the EMIS account you've created for the screen, if you haven't yet set up an EMIS account and configured the user in EMAS manager, see the guide HERE for instructions.


*Note the password here is the API password, not the account password (although we recommend making those the same to avoid confusion)*


With that all in place click "Save and test connection" if you are setting up the screen on the same PC the agent is installed on, you'll see an "Activate Partner Product" pop up appear, activate this with the username and password of the account created for the screen, if you're setting up on another PC, you'll need to go to the PC with the agent installed and activate the connection there.