How to Start a New Consultation

How to Start a New Consultation

Jump uses a guided wizard to walk you through creating a consultation. The process has three main steps: Patient, Clinical Record, and Review.

Opening the Consultation Wizard

There are several ways to start a new consultation:

• Click New Consultation from the dashboard quick actions
• Click the consultation icon on the patient card in the sidebar
• Press Ctrl+K (or Cmd+K on Mac) and search for "New Consultation"
• From a patient's record, use the quick actions

Step 1: Select a Patient

If you started the consultation from a patient's record, they'll already be selected. Otherwise, use the search bar to find and select a patient.

If you have an existing draft for this patient, an alert will appear at the top of the screen showing the draft details, when it was last updated, and who created it. You can choose to Continue the draft or Discard it and start fresh.

Click Continue to move to the next step.

Step 2: Set Consultation Details

Before entering clinical notes, fill in the consultation metadata:

• Consultation Date — defaults to today
• Consultation Time — defaults to the current time
• Consultation Medium — select from the four quick buttons:
  • Face-to-face — in-person visit
  • Telephone — phone consultation
  • Video — video call
  • Administration — administrative encounter
  • Click Show More for additional options
• Consultation Setting — where the consultation took place (e.g. GP practice premises, patient's home, hospital, community clinic)
• Responsible Clinician — optionally assign to a specific clinician
• Summary — a brief description of the consultation purpose

Tip: If the consultation is linked to an existing appointment, click Edit Details to link or unlink it. Linking an appointment automatically populates the date, time, and clinician.

What Happens Next

Once you've entered the consultation details, click Continue to move to the Clinical Record step where you'll document your clinical findings and select problems. See How to Document Clinical Findings for the next step.