To get access to the management console the administrator for can grant staff access. 

To do this log in to for your practice > select 'Engage Client' > 'Staff'.

Click 'Edit' on the staff members name who you want to grant management console access and select if they are an editor or can have full access as below.

Once this is done log in to the Engage Client. Select the hamburger menu either within the Engage Client or from the toolbar. 

Select 'Management Console' and you can see you get the list of options to choose from.

Clinical System Integration

Select what clinical system you have integrated the Engage Client with which will set it for your whole organisation.

Organisation Settings

Here you can update the organisation name, telephone number and website address.

Demand Management Settings

Under demand management settings you can configure request limits and service hours for admin and medical requests. 

You can either choose to use the same opening hours for admin as medical or set separate request limits and service hours. For more information click here.

Audit log

The Audit Log shows you if any settings have been changed in the management console, who by, time and details.

Data sharing agreements (DSA)

You can set up data sharing agreements between organisations if you already have a DSA in place. To find out more information click here.

Intelligent request routing

You can set up rules to route requests to a particular group/colleague or to another organisation. For more information click here.

Organisation Message Templates 

You can create message templates for your organisation to utilise. For more information click here.