Engage Consult Encompass LT User guide Systm One

Engage Consult & Encompass LT User guide (Systm. One) Engage Consult. Limited En. Compass – User Guide (Systm. One) ©Engage Health Systems June. LT 2019 engagehealth. uk

‘Effective’ e-Consultation principles • Remote – responsive web app supporting a range of devices • Asynchronous – supports 24 x 7 access with in-hours GP response • Structured – information provided by patient is well presented • Workflow – ensuring timely and flexible ‘team’ response • Integration – attachment of encounter to clinical systems • Scalable & adaptable – Primary Care, Oo. H, Outpatients page 2 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Engage Consult as a system Engage Consult Patient / carer online access page 3 Tailor for individual practice use Engage Consult En. Compass LT – User Guide (Systm. One) My. WA - Engage Consult control centre The heart of the system Tailor for individual practice use Engage Consult - En. Compass LT GP / Staff workflow engagehealth. uk

Contents • Slide 5: 1. Registering to use En. Compass LT • Slide 12: 2. Using En. Compass LT to view a consultation request and matching/verifying the patient • Slide 23: 3. Covering Workflow Groups and Other Users • Slide 27: 4. Using Workflow and attaching information to the patient record • Slide 37: 5. Interacting with Engage Consult Account Holders and using secure, 2 -way messaging • Slide 45: 6. Troubleshooting and Support page 4 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

1. Registering to use En. Compass LT Your administrator will have set-up the Engage Client (“Vixie”) shortcut on your desktop. You will use this App to log-in to En. Compass LT. Please follow the links in the emails sent to complete your registration for this service. DO NOT USE the “Sign Up Here” link on the En. Compass LT log-in page 5 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Here’s the email… you click on link page 6 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Fill in the form, click Submit page 7 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Another email is now sent to set up and confirm password page 8 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Verification and password set up email page 9 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Password and password verification page 10 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

OK, you are up and running, you can now log out! NB WE DO NOT USE CHROME/INTERNET EXPLORER TO USE ECOMPASS LT. We will be using the Engage Client (also known as “Vixie”). page 11 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

2. Using En. Compass LT to view a consultation request and matching / verifying the patient page 12 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Click on the Engage Client (“Vixie”) shortcut on your desktop and Login. NB DO NOT USE the “Sign Up Here” link page 13 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Go to view messages page 14 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

2. We can see the list of messages in “Incoming requests”. 3. To process a message click “View”. 1. This is the list of all the message boxes the user has access to. page 15 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Click “View” on a message page 16 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

2. Engage Client is linking with your Systm. One database. There’s only 1 patient who shares the patient-entered data. 1. Patient not yet matched in the clinical system. page 17 Engage Consult En. Compass LT – User Guide (Systm. One) 3. If you are happy this is likely to be correct patient, click here. engagehealth. uk

2. RCGP and NHS Digital say the patient should still be verified; what are the options? 1. Patient now matched. This means they are linked to the patient record in the clinical system and we can open the record from here. page 18 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Choose the verification option that works best for your Practice. Admin staff can always simply link the patient and the person calling back (either a clinician or an admin staff member) can always double check the identity (as they always should!). page 19 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Patient now matched and identity verified. page 20 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Clicking here will open the patient record in your Systm. One. page 21 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

page 22 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

3. “Covering” Workflow Groups and other users If you need to be able to see and action messages sent to Workflow Groups set-up by your administrator – e. g. Receptionists, or Duty Doctor you will need to “cover” them. Similarly, if you are looking after messages sent to a colleague (perhaps they are off unwell unexpectedly), again, you will need to cover them, too. page 23 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Click on either “Groups” or “Colleagues” as required. page 24 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

2. Click on messages to return to message list view 1. Simply “Click to Cover” OR “Click to Stop Covering” as required. page 25 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Medical Secretaries group can now been seen in the list of messages boxes we have access to. page 26 s Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

4. Using Workflow and attaching information to the patient record Messages can be annotated and easily moved to other Groups and Users. Once an episode has been concluded, the consultation report – together with any associated notes – can be attached directly to the patient record. page 27 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

1. Type a note and click “Add and assign to” 2. Select (e. g. ) Practice Nurses page 28 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

It’s now in their workflow. page 29 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Nurse drafts a note about the call and clicks “Add”. page 30 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Clicks on blue Action button and selects “Send to clinical”. page 31 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

1. Can choose to add in some detail. 2. Click “Send PDF to Clinical” page 32 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

1. Now attached to Patient Record Journal. 2. Click “Open patient record in clinical system”. page 33 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Report now attached. Double click to retrieve and view. page 34 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

After attaching the message details, and having brought the episode to a conclusion, click on “Complete” to remove this episode from the workflow. page 35 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Ticking on “Show completed” brings completed episodes back into view – they are shaded to differentiate from live episodes. page 36 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

5. Interacting with Engage Consult Account Holders and using secure, 2 -way messaging page 37 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Joan has contacted surgery again, but this time she has created an account and asked to use secure, online 2 -way messaging. page 38 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

This time when we verify her identity we are left in NO DOUBT we must be VERY SURE. Once an account holder has been verified, they will not go through this process again when the Practice receives a request for help in the future. The Practice could simply call her or perhaps use the message function - to ask questions based on patient record info that only the patient would know, to verify their identity. page 39 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

2. Type in response and click “Send to patient”. 1. Click “Acknowledge this message”. page 40 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

1. NB the read receipt. 2. Acknowledge. 3. The reply; responses are automatically added to the original consultation request. NB: Patient CANNOT instigate further messages unless the practice sends a further message first. page 41 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Sending to Clinical: all messages (both ways) and the initial consultation request are aggregated into one document which is then attached to the patient record. page 42 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

NB: an episode cannot be completed (taken out of the workflow) UNLESS all messages are acknowledged FIRST> page 43 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Ticking “Show completed” allows completed episodes to be viewed (they are shaded to distinguish). page 44 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

6. Troubleshooting and support If you have had any problems with the installation and set-up of any element of Engage Consult, please contact the Support Desk: Support desk helpline: 01263 834648 (08: 00 -17: 00) Send message at: https: //engagehealth. uk/support/ For advice concerning the use of Engage Consult and En. Compass LT, daily Monday to Friday (07: 30 -19: 30): David Ripper: david. ripper@engagehealth. uk – 07943 713718 Chris Hanney: chris. hanney@engagehealth. uk – 07939 201324 page 45 Engage Consult En. Compass LT – User Guide (Systm. One) engagehealth. uk

Sales Support t 01263 888 330 t 01263 834 648 e sales@engagehealth. uk Engage Consult En. Compass LT – User Guide (Systm. One)e support@engagehealth. uk