How to Guides

As patient, how do you change your name, date of birth, address
If you have entered the wrong name or date of birth at registration, or any other of your details or address have changed, you can change these details by...
Wed, 20 Apr, 2022 at 9:11 AM
Deleting your account as a patient
If you would like to delete your account inside the Engage Consult system, then please follow the steps below. Log in to your account via  https://engag...
Wed, 20 Apr, 2022 at 9:13 AM
Install the Engage Client for Engage Consult
  We have made a convenient tool that will download the latest version and place it on your desktop for you. It is important that you do not place the d...
Wed, 6 Apr, 2022 at 12:17 PM
Demand Management
Demand Management Has Moved: Demand Management can now be accessed via the Management Console in the Engage Client. Once you sel...
Wed, 16 Nov, 2022 at 1:23 PM
Manually Uploading a Request
On the very rare occasion that a request can’t be uploaded using Engage Consult (or there isn’t a clinical system connection) a request might need to be u...
Wed, 20 Apr, 2022 at 9:22 AM
Set An Age Limit For Consultations
You can set an age limit for consultations to prevent patient's below a certain age from submitting a new consultation to your practice. To set t...
Wed, 20 Apr, 2022 at 9:23 AM
Bulk Messaging by SMS
Bulk Outbound Patient Messaging (OPM) and Outbound Patient Messaging by SMS The Bulk Outbound Patient Messaging functionality allows you to message al...
Wed, 26 Oct, 2022 at 3:26 PM
Creating a CSV on EMIS Web
Creating a CSV file to upload patients data for bulk messaging. Click EMIS. Select Reporting then Population Reporting             Click on Add, ...
Wed, 20 Apr, 2022 at 9:24 AM
Intelligent Routing
Intelligent request routing enhances the management of incoming patient requests by automatically assigning a request to a pre-determined group or colleague...
Thu, 12 May, 2022 at 3:46 PM
Assigning requests to groups and colleagues
When you are viewing a request you may decide that another group or colleague needs to deal with this particular request. To assign this request to a...
Tue, 31 May, 2022 at 8:27 AM