Engage Consult Client Home Page

Covering Groups/Requests
When you first login to the Engage Client you will need to cover your relevant team groups. This is done by the individual user. Covering Groups and Col...
Wed, 17 Jan, 2024 at 10:21 AM
Translation
As a company, we are committed to making Engage Consult as accessible as possible. Patients whose first language is not English will often input their respo...
Thu, 26 Oct, 2023 at 2:01 PM
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...
Tue, 28 Mar, 2023 at 9:18 AM
Dashboard
We've added a handy dashboard showing your daily workload to the Requests page which can be enabled by clicking the dashboard button on the top left of ...
Wed, 14 Feb, 2024 at 2:51 PM
Creating a request on behalf of a patient
We have added the ability to create a request on behalf of a patient within the Engage Client. So if a patient contacts the practice via telephone...
Wed, 12 Apr, 2023 at 12:46 PM
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...
Thu, 27 Apr, 2023 at 12:51 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
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
Health Data Upload
Patients have the option to upload health data which can then be uploaded directly into the clinical system. This can be sent for patient or on behalf of so...
Thu, 17 Aug, 2023 at 1:45 PM
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