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Pre-consult

Abby Verano avatar
Written by Abby Verano
Updated this week

Using the pre-consult

The Preconsult: Engaging Patients Before Their Visit

The pre-consult feature allows patients to share their consult goals ahead of time, enhancing the efficiency and personalization of each visit. This can be done by:

  • Sending a Link via Text — Easily message the pre-consult link through systems like HotDoc or Automed.

  • Displaying a QR Code in Your Waiting Room — Patients can scan the code and complete the pre-consult form while they wait.

Key Features of the Pre-consult:

  • Medication Review Alerts — If a patient indicates they’re on five or more medications, they’ll be reminded of the need for a medication review.

  • Automatic Health Assessments & Care Plan Bookings — Based on responses, patients can be automatically flagged for health assessments or care plans.

Setting Up the Pre-consult Link & QR Code

  1. Locate the "Copy" icon on the upper right hand and the Pre-consult link will appear.

  2. Copy and paste this link into your messaging software to send it directly to patients.

  3. Using the QR Code; locate the QR icon click it and it will automatically downloads your pre-consult questionnaire in pdf form.

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