How to Guides

Messaging Templates
Message templates can be used when adding notes to a request, sending an Engage Message, or sending an outbound patient message. (This has replaced the a...
Tue, 14 Mar, 2023 at 12:58 PM
Data sharing agreement
The Data Sharing Agreements page allows organisations to record the existence of data sharing agreements between each other.  This means that when a pati...
Mon, 11 Jul, 2022 at 3:12 PM
Organisation Message Templates
The administrator of Engage Consult for your organisation can give you full management console access to be able to create organisation message templates. P...
Tue, 14 Mar, 2023 at 12:58 PM
Outbound patient message reminders
You can set reminders when sending an outbound patient message by Engage message daily, weekly or monthly.  Go to outbound messages and select to either...
Mon, 22 Aug, 2022 at 10:23 AM
Intermediate Training Session
Please find below the links to the articles to find out more about each topic: Video consultations Prioritising requests Filtering requests Message...
Thu, 25 Aug, 2022 at 4:02 PM
Advanced Training Session
Please click on the topics below to find out more information on them. Outbound Patient Messaging Bulk messaging - SMS Intelligent routing 
Tue, 30 Aug, 2022 at 12:58 PM
Adding Attachments
Adding attachments to Outbound Patient Messages from the Clinical System Users will be able to save an attachment to an Outbound Patient Message (OPM) f...
Tue, 27 Sep, 2022 at 1:27 PM
Health Data Upload
Patients have the option to upload health data which can then be uploaded directly into the clinical system. Patients can select to upload the below opti...
Tue, 27 Sep, 2022 at 2:59 PM
If you missed any of our live webinars you can find the recordings below! 30th June 2022 Outbound Patient Messaging Play the video 28th July 202...
Tue, 28 Feb, 2023 at 3:06 PM
Management Console
To get access to the management console the administrator for can grant staff access.  To do this log in to for your practice ...
Tue, 14 Mar, 2023 at 4:01 PM