Anima

Step-by-step guide for EMIS practices to set up MESH integration so documents are routed directly into Anima.

Ingestion: MESH integration setup: EMIS practices

Step-by-step guide for SystmOne practices to set up MESH integration so documents are routed directly into Anima.

Ingestion: MESH integration setup: SystmOne practices

Ingestion: Supported File Types

Use the built-in scanner in the Anima desktop application to scan paper documents directly into your document processing workflow.

Ingestion: How to scan physical documents into Anima (In-App Scanner)

Ingestion: How to set up local folder document ingestion

Ingestion: Configuring a Microsoft Teams folder for Anima Documents syncing

Ingestion: How to upload individual documents from a SystmOne backlog

Ingestion: Why do some documents come into my 'Uploaded' tab, and some in my 'Queued'/'Processed' tab?

Set up your NHS Mail application account to automatically send emails into Anima for document processing.

Ingestion: How to connect NHS Mail to Anima Documents

Ingestion: How to manually forward emails into Anima

Ingestion: Why aren’t emails I’m forwarding showing up in Anima documents?

Coding: How do I know what is a QOF code?

Coding: How to add and remove read codes to a document

Coding: How to add a date to a read code

Coding: How to add notes to a read code on a document

Coding: How to add new and existing problem codes to a document

Documents: What are Custom Fields and how to use them

Letter Types: How to add additional letter type options: SystmOne (TPP)

How to annotate, highlight and redact a document

How to archive a document

How to assign a document to another team member

How to convert read codes to problem codes

How to create a task from a document

How to identify where a read code came from

How to manually upload a document into Anima

How to merge two or more documents

How to remove a problem code from a document

How to remove a read code from a document

How to rename a document

How to rotate a document

How to split a document

Why does 'Link to original in Anima' show up in my EHR for documents saved to record?

What happens to the QOF register if I add a QOF code to a document?

Importing documents that automatically arrive in EMIS/SystmOne (MESH)

Can I recover archived documents?

Getting a document link

Executing Documents from 'Queued to Save'

Custom Letter Types

Setting Up Document Routing Workflows

Notes help you provide context or instructions when assigning documents to colleagues. You can add notes when handing over individual documents or edit notes on existing tasks.

How to Add Notes to Document Assignments

How Anima handles large documents (and what to do if one won’t attach)

Document Processing

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