The Engage client will start when you log in to Windows.  It will appear in the notification area of the system tray (bottom-right corner) and will stay there until either someone double clicks the icon, or a clinical system (SystmOne, EMIS, or Vision) is started.  

At that point the Engage Client will start in the last mode it was used in (full or toolbar) and if Single Sign On is available, it will automatically log you in. If Single Sign On hasn’t been setup for you on this device then you'll be asked to login as normal.

The Engage toolbar is just another way of using the Engage client.  You don’t have to download additional software to use it as it’s a part of the Engage client. To open the toolbar click the two arrows as below.

The Engage toolbar includes:

  1. Starting a two way video consultation (Please note: you cannot use this for multipoint video)

  2. Sending an outbound patient message using Engage Messaging or SMS

  3. Easily navigating back to the full client from an icon on the toolbar

  4. Request notifications

  5. Create Request

  6. Management Console

The "Open Client" button will take you back to the full version of the Engage Client:

Any groups/colleagues you are covering you will get a notification of requests shown on the toolbar as below.

Video Consultation

You can start a two-way video consultation from the Toolbar by selecting the "Video Call" button. If you have a patient selected in the clinical system, this will pre-fill their details ready to send a request.

If you do not have a patient selected, the Engage Toolbar will allow you to search for one:

Outbound Patient Messaging(OPM)

Select the "Messages" button. It will show you previous OPMs sent which you can select to see more detail around that message. If you want to create a new message select 'Create message'.

You can choose to send the message by Engage message, and notify by SMS or email. Or you can sent the message by SMS. If the patients details are stored in the clinical system, these will auto-populate.

Then select if the message is being sent to an individual or to multiple patients. 

Create Request

Create request allows you to submit a request on behalf of the patient from the Engage Toolbar.

The above features are also available from the hamburger menu on the right side of the bar:

Management Console

You can access the management console on the toolbar by clicking on the hamburger menu and selecting management console. This then allows you to access the features of the management console if you have full or editor management console access as set in To find out more information click here. 

You can reposition the toolbar by dragging the three vertical dots.