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Navigating the DashboardUnderstanding the SidebarFinding and Adding PatientsSetting Up Your Profile
How to Start a New ConsultationHow to Document Clinical FindingsHow to Add Problems and DiagnosesHow to Use AI to Structure Consultation NotesHow to Resume a Draft ConsultationHow to Review and Finalise a Consultation
How to Send a Patient a MessageHow to Include a Document in a Patient MessageHow to Send a Questionnaire to a PatientHow to Include a Booking Link in a Patient MessageHow to Send Documents to Another Healthcare Professional
  1. Help Centre
  2. Consultations

Consultations

Running and managing consultations

How to Start a New Consultation

Learn how to create a consultation using the step-by-step wizard — from selecting a patient to entering consultation details.

How to Document Clinical Findings

How to use the clinical record editor to document history, examination findings, assessments, and plans using the structured POMR format.

How to Add Problems and Diagnoses

How to select existing problems or search for new SNOMED-coded diagnoses, and set the episode type for each problem.

How to Use AI to Structure Consultation Notes

Use voice recording or free-text input to have AI automatically structure your consultation into problems, clinical sections, and observations.

How to Resume a Draft Consultation

How auto-save works, where to find your open drafts, and how to resume or discard a draft consultation.

How to Review and Finalise a Consultation

How to preview your consultation, resolve validation warnings, and finalise it to create an immutable clinical record.