Consultations

Running and managing consultations

18 articles

Marking a consultation as entered in errorVideoHow to take a consultation filed by mistake off a patient's record, what it does and does not remove, and who can do it.See how a consultation note changed, and put it backVideoView point-in-time snapshots of a consultation note and restore an earlier version.Recording procedures, immunisations and supplementsHow to record a procedure, an immunisation or a supplement from the patient record and the visit ledger.Introduction to Care ProgrammesUnderstand how care programmes work in Jump -- structured clinical pathways with dashboards, questionnaires, and outcome tracking.Using Consultation TemplatesApply a consultation template to pre-fill observations, procedures, clinical sections, and previous patient values.How to Document Clinical FindingsHow to use the clinical record editor to document history, examination findings, assessments, and plans using the structured POMR format.How to Start a New ConsultationLearn how to create a consultation using the step-by-step wizard — from selecting a patient to entering consultation details.Weight Management ProgrammeUse the weight management programme to track patient progress with GLP-1 treatments, monitor safety, and review biomarker trends.How to Add Problems and DiagnosesHow to select existing problems or search for new SNOMED-coded diagnoses, and set the episode type for each problem.How to Resume a Draft ConsultationHow auto-save works, where to find your open drafts, and how to resume or discard a draft consultation.Menopause Care ProgrammeTrack menopause symptoms, monitor HRT treatment, and conduct structured reviews with the menopause care programme.Using Consultation ActionsLink medications, referrals, lab orders, prescriptions, invoices, and immunisations to a consultation.How to Review and Finalise a ConsultationHow to preview your consultation, resolve validation warnings, and finalise it to create an immutable clinical record.Programme Dashboards & MonitoringNavigate programme dashboards, understand insights and biomarker trends, and use the timeline to review patient progress.How to Amend a ConsultationMake changes to a finalised consultation with a documented reason for the amendment.How to Use AI to Structure Consultation NotesUse voice recording or free-text input to have AI automatically structure your consultation into problems, clinical sections, and observations.Viewing Consultation HistoryVideoBrowse a patient's consultation history, view linked clinical data, and filter by date.Consultation Template BuilderCreate reusable consultation templates with structured sections, clinical findings, and SNOMED coding.

Starting & Managing

Marking a consultation as entered in errorVideoHow to take a consultation filed by mistake off a patient's record, what it does and does not remove, and who can do it.How to Start a New ConsultationLearn how to create a consultation using the step-by-step wizard — from selecting a patient to entering consultation details.How to Resume a Draft ConsultationHow auto-save works, where to find your open drafts, and how to resume or discard a draft consultation.How to Review and Finalise a ConsultationHow to preview your consultation, resolve validation warnings, and finalise it to create an immutable clinical record.How to Amend a ConsultationMake changes to a finalised consultation with a documented reason for the amendment.Viewing Consultation HistoryVideoBrowse a patient's consultation history, view linked clinical data, and filter by date.

Documenting Findings

See how a consultation note changed, and put it backVideoView point-in-time snapshots of a consultation note and restore an earlier version.Recording procedures, immunisations and supplementsHow to record a procedure, an immunisation or a supplement from the patient record and the visit ledger.How to Document Clinical FindingsHow to use the clinical record editor to document history, examination findings, assessments, and plans using the structured POMR format.How to Add Problems and DiagnosesHow to select existing problems or search for new SNOMED-coded diagnoses, and set the episode type for each problem.Using Consultation ActionsLink medications, referrals, lab orders, prescriptions, invoices, and immunisations to a consultation.How to Use AI to Structure Consultation NotesUse voice recording or free-text input to have AI automatically structure your consultation into problems, clinical sections, and observations.

Cannot find it? Email support - a person reads every one.