The following guide will take you through how to install and set up the Phonebar for EMIS Web

You will have been provided with a download link for the Phonebar Installer

Click on the link provided to start the download

NOTE: if this doesn't open up the installer straight away, double-click on the Phonebar install file

​

The Phonebar Setup window will display

Click on the CLICK HERE TO GET STARTED button

Enter your email address and password to log into the SSO

If you are logging in for the first time you will need to enter your email address and click the Forgot your Password? button. Once this has been done, you will receive a link via email to set your password

Once you have successfully logged in you will see an authentication notice confirming your Surgery Connect profile. Once you see this, you can continue with the setup

Back to top

NOTE: This step will only need to be completed once per site

Within EMIS Web open the EMAS Manager

Within EMAS Manager, you will see Partner API down the left hand side. Select this:

A list of partners displays in the panel above, from this list, scroll down and select Surgery Connect, then click Activate Application

Back to top

Please note: you can complete this step for all of your current Users at the same time, but this will also need to be completed for all new Users going forward

Within EMAS Manager, click the Login Access icon to take you to the Applications Login Access Window

Back to top

NOTE: This step needs to be completed for every PC/laptop and User

Click back onto the Phonebar setup while it continues to verify your details
​

Once your identity has been confirmed, the following welcome screen will display

If you are happy that is has authenticated you correctly click NEXT

Select EMIS Web as your integration option. Once selected, you will need to select your Region and EMIS CDB

You will need to confirm that you have EMIS Web open in the background by clicking the tick box in the NOTE

Once both have been selected, click NEXT

When doing this for the first time you will then be asked to associate your Surgery Connect User with your EMIS Web User. If you are happy with this, click ASSOCIATE

The Associate button will turn into a green tick confirming the association

Click NEXT

You will then be notified of Setup success

Click FINISH

Back to top

The Phonebar will now display on your main display screen

The next time you login to Windows the Phonebar will be on screen waiting for you

Back to top

Open Settings from the User Menu

Select About from the left hand menu

Click CHECK FOR UPDATES

You will receive a notification

The Application Updates popup will display

If you don’t see popup check the icon in your taskbar, the icon will pulse orange, if you hover your mouse over it you will see the pop up

Choose Restart to update now

or Later, if you click Later it will update either when the application is closed or EMIS Web is locked

Note: When clicking Restart it does not restart your entire PC, only the Phonebar

In instances where there is a connection error to EMIS, the following popup will display on the Phonebar

Re-running the setup process can repair the installation issue. To do this, click Show Setup and follow the steps. The installation process highlighted in this guide can also be followed