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Auto-sync feature on Patient View

With Auto-sync toggled on, the Patient View will automatically update to match the patient currently open in EMIS. No more needing to click ‘Get Patient’ — the Proactive Monitoring Tool keeps up with your EMIS in real time.

NB: This feature is currently only available for EMIS systems. We are working towards this being available for SystmOne aswell so watch this space....

⚙️ How it works

Turning on Auto-sync

  • In Patient View, you’ll now see an Auto-sync toggle.

  • When turned ON, the Proactive Monitoring Tool will automatically sync to the patient open in EMIS.

Real-time status bar

Always know what’s happening between EMIS and PMT:

  • 🟧 Orange: No patient open in EMIS

  • 🟩 Green: This patient is open in EMIS

  • 🟥 Red: A different patient is open in EMIS

Your Auto-sync toggle preference is for your Proactive Monitoring Tool login only

🛑 Mid-data entry safeguards

If you’re entering data and switch patients in EMIS, you’ll get a prompt:

You can then choose to:

  • Remain and continue editing

  • Discard data and switch

If you choose to remain, this prompt will reappear every 10 seconds indicating the mismatch.

🧠 Safety features

  • If you open Patient View via the Population View, Auto-sync will automatically toggle OFF — this is a safety measure to avoid unintentional syncing when reviewing population-level data.

  • You can manually turn Auto-sync off at any time if you prefer full control.

✅ Why this matters

Auto-sync is built to:

  • Minimise patient safety risks – reducing the chance of editing the wrong patient’s data.

  • Save time – fewer clicks, smoother workflow.

  • Match user expectations – we've built this based on feedback from our users.

“I can be changing the patient in the EHR and not realise the patient shown in PMT is different” – feedback like this helped shape the feature.

Here's a video of how it works...