How to Guides

Signing up to the configuration page for Engage Consult
Thu, 31 Mar, 2022 at 12:53 PM
How to use "Groups" within Engage Consult
Other useful articles on the use of Groups within Engage Consult: Covering requests for groups and colleagues Inter-organisation working
Thu, 7 Apr, 2022 at 2:44 PM
Scheduled Outbound Patient Messages (OPM)
You can now schedule any outbound patient messages you send.  Select 'Schedule send'.  Then type in the time and date you want that mess...
Wed, 10 Aug, 2022 at 8:43 AM
Using the Engage desktop app
Tue, 28 Apr, 2020 at 4:10 PM
Two way messaging with patients
Find below a video explaining how two way messaging works between the surgery and the patient. 
Thu, 31 Mar, 2022 at 2:49 PM
How a patient uses Engage Consult
Fri, 1 Apr, 2022 at 3:28 PM
Covering requests for Groups and Colleagues
Please find below a video showing how to cover groups and colleagues and a quick guide below. Covering Groups and Colleagues  1. Click '...
Thu, 31 Mar, 2022 at 8:47 AM
Resetting Patient Passwords in the Engage Client
You can now reset patient passwords from your Engage Client. You can access this feature from the "Patients" tab within the Desktop Clien...
Wed, 20 Apr, 2022 at 8:58 AM
Clearing your cache (Engage Client/Vixie)
This article is only for clearing the cache for a surgery staff members Engage Client (Vixie). For any other aspect of the Engage Consult suite, pleas...
Thu, 29 Oct, 2020 at 11:32 AM
Inter-Organisational working
Configure Inter-Organisational Working Sharing a group with another organisation Go to and select 'Engage Client' the...
Wed, 27 Apr, 2022 at 8:41 AM