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
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In Patient View, you’ll now see an Auto-sync toggle.
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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:
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🟧 Orange: No patient open in EMIS
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🟩 Green: This patient is open in EMIS
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🟥 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:
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Remain and continue editing
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Discard data and switch
If you choose to remain, this prompt will reappear every 10 seconds indicating the mismatch.
🧠 Safety features
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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.
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You can manually turn Auto-sync off at any time if you prefer full control.
✅ Why this matters
Auto-sync is built to:
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Minimise patient safety risks – reducing the chance of editing the wrong patient’s data.
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Save time – fewer clicks, smoother workflow.
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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...