Consultation Manager Setup - Consultation

To configure your consultation options within Consultation Manager:

  1. From Consultation Manager , select Consultation - Options - Setup.
  2. Select the Consultation tab and complete as required:
    • Select Patient For Display Only - Tick to allow this user to view patient records only, leave unticked to enable a consultation to be started if required.
    • Start New Consultation Automatically When a Patient is Selected - Recommended option, tick to start a consultation automatically once a patient has been selected.
    • Deselect the Patient automatically when a consultation is closed - Recommended option, tick to close a consultation automatically once you deselect a patient.
Note - Some non-patient forms such as the Appointments List and Guideline Index are not closed.

Select a topic below to expand the section:

  • Show Setup Form at Startup - Tick to show the Consultation Manager Setup form every time you access Consultation Manager. This is particularly useful for administration staff with a varied role within the practice.
  1. Select OK to save and close, or select another tab to continue set up.
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.