How to Guides

Engage Client Toolbar
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...
Fri, 8 Apr, 2022 at 3:11 PM
Single Sign On (SSO)
Introduced in release 70, Single Sign On (SSO) means that once you have logged in to the Engage client on a device while the clinical system is o...
Tue, 15 Feb, 2022 at 10:24 AM
Filter Requests In Engage Consult
How to use filters To start using filters, simply click on the "Filters" button. Then Click "Select Filters" You can t...
Fri, 1 Apr, 2022 at 1:25 PM
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
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 condition...
Fri, 1 Apr, 2022 at 2:15 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 requests in the...
Mon, 4 Apr, 2022 at 12:30 PM
Prioritising Requests in Engage Consult
    To assign a priority status to a request in Engage Consult simply use the drop down menu 'Priority unassigned' in the request. You ...
Fri, 1 Apr, 2022 at 2:45 PM
Starting a video consultation in Engage Client
Below is a video explaining how to start a video consultation with patients. To initiate a video consultation with a patient simply access their request...
Fri, 8 Jul, 2022 at 11:56 AM
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 ...
Tue, 28 Jun, 2022 at 10:36 AM
Outbound Patient Messaging
    Outbound Patient Messaging Functions Staff will be able to use Outbound Patient Messaging to; Search for a patient in the Engage client to send ...
Tue, 27 Sep, 2022 at 3:06 PM