How to Guides

Embedded Links
In August 2021 a new feature has been added that gives organisations the option to let users of embedded links bypass any restrictions the organi...
Thu, 19 Aug, 2021 at 3:18 PM
Filter Requests In Engage Consult
Filter: To start using filters, simply click on the "Filters" button. The Click "Select Filters" You can then c...
Thu, 12 Aug, 2021 at 12:05 PM
Search Requests In Engage Consult
Search: You can now search for requests by either the name of the patient, or by the contents of the request as well by the selected ...
Thu, 12 Aug, 2021 at 12:04 PM
Sort Requests In Engage Consult
Sort: The new sort function allows you to sort you requests  in a few different orders: Received Newest to Oldest - Will display reques...
Thu, 12 Aug, 2021 at 12:03 PM
Prioritising Requests in Engage Consult
    To assign a priority status to a request in Engage Consult simply use the drop down menu to the right of the "Open Patien...
Wed, 21 Jul, 2021 at 3:46 PM
Sort, Search and Filter Messages in Consult
With release 66 of Engage Consult, we've enabled the ability to Sort, Search and Filter requests. Sort: The new sort function allows you to...
Wed, 21 Jul, 2021 at 3:47 PM
Starting a video consultation in Engage Consult
Starting a Video Consultation in Engage Consult. To initiate a video consultation with a patient simple access their request, and click...
Fri, 2 Jul, 2021 at 1:07 PM
Using Collaboration in Engage Consult
Intended Audience for this Document This document is intended to be used by staff that have been trained how to administer Engage Consult.  It therefore ...
Fri, 21 May, 2021 at 9:26 AM
Customising The Patient Portal
You can find this settings page here on the http://my.engage.gp section of Engage Consult. This screen allows you to create and prioritize the options...
Wed, 19 May, 2021 at 3:38 PM
How to limit the number of medical requests coming in
We understand that sometimes you would like to limit the amount of requests coming into the surgery. Along with your opening times, you can set the limit on...
Wed, 19 May, 2021 at 1:47 PM