Instruction Docs

Engage Health Systems

Engage Consult Downloads

Getting Started

These documents should be used to help you launch Engage Consult.  Given the pressure for practices to launch online consultations as quickly as possible there are some things that you can come back to at a later date when the current emergency has passed.  

With this in mind we’ve marked those documents/downloads that you must use as Instruction Documents 1

Implementation Overview Instruction Documents 2

This is a graphical overview of the implementation process to help you understand the key stages.  There’s one document explaining the Unassisted process and one for the Assisted process.

Download (Assisted)

Download (Unassisted)

Essential Launch Checklist Instruction Documents 2

As practices are under pressure to launch online consultations as quickly as possible (because of Covid-19) we’ve created this checklist of essential steps you need to take to launch Engage Consult.


Implementation Timeline

A timeline to help you plan your implementation of Engage Consult.  You can revisit this when the current emergency with Covid-19 has passed if you’re too busy at the moment.


Implementation Checklist

A useful checklist to help you through the implementation stage of Engage Consult. If you have any further questions about implementation, please speak to Julia Smith, our Implementation Manager []


Implementation Workbook

A workbook to help you plan your implementation of Engage Consult.  You can revisit this when the current emergency with Covid-19 has passed if you’re too busy at the moment.


Promotional Materials

How to order promotional materials for your surgery including posters, leaflets, roll up banners, and appointment cards.  You can revisit this when the current emergency with Covid-19 has passed if you’re too busy at the moment, especially as you’re discouraging patients from attending the practice.  Check this.

To Follow

Updating your website to include Engage Consult Instruction Documents 2

To help patients you can now download a popup banner, for Engage Consult, on your website.


Website Banners Instruction Documents 2

There are a number of website banners here.  Please either select the Engage Consult Banners or, if you can see your CCG listed, please download that item as this will contain the banners your CCG wants you to use. Please ensure you add the ‘alt text’ to the image when its uploaded. 

Download (Standard banners, non CCG specific)

Download (North Lincolnshire CCG, North East Lincolnshire CCG, Hull CCG, East Riding CCG, Vale of York CCG, Scarborough & Rydale CCG, Hambleton Richmondshire & Whitby CCG)

Download (Calderdale CCG, North Kirklees CCG, Wakefield CCG)

Ongoing Support and Training Instruction Documents 2

This document explains how to get help from our support team and how you can access additional training for your teams. 


This how to guide show you how to access Engage Consult remotely.


Top Ten Tips for Conducting Video Consultations

This document offers our top tips for conducting online video consultations in Engage Consult.


Total Triage – making it work for you!

This document explains how to make Engage Consult ‘total triage’ work for you.


Total Triage – Setup Guide


Engaging Patients and Carers

Communications and Engagement Plan Instruction Documents 2

Communicating with, and engaging patients is crucial to the success of online consultations.  This plan outlines the steps you can take to maximise the number of patients using online consultations.


Communications and Engagement Toolkit Instruction Documents 2

This toolkit contains ideas and examples of how to communicate to patients about online consultations.  Everything from updating your phone messages to sending a SMS and social media is covered.


Video for Reception Screens

This is a short animation which you can put on your reception screens to promote online consultations.  There’s a full HD version and a version for screens that don’t support full HD.

Download (Low Resolution 720p)

Download (High Definition 1080p)

Familiarising Staff with the Patient’s Journey Instruction Documents 2

An explanation of how staff can better understand the patient’s journey using Engage Consult.


Key Messages for Patients and Carers Instruction Documents 2

A sample of key messages that staff can use when they speak to people about using online consultations.


Patient Leaflets

Some leaflets which you can give (or send) to patients explaining how to use Engage Consult.  You can also put them on your website for patients to download.

Download (Patient Guide No 1. How to sign up for Online Consultations with Engage Consult. April 2020)

Download (Patient Guide No 2. How to send an online message to your GP Practice. April 2020)

Download (Patient Guide No.3 – A Guide for Carers)

Top Ten Tips for Promoting Engage Consult

Our handy guide takes you through the top ten tips to help you promote Engage Consult to Patients and Carers.  


How to Increase Engage Consult with your Patients

This document will explain how Engage Consult can support practices using a ‘Total Triage’ model and increase the use of online consultations with your patients.


Important Information for Care Homes

Practice Instructions – Care Home Guide 

This document will explain how to use Engage Consult with Care and Residential Homes and outlines everything your practice needs to do to get started.


Care Home Manager – Introductory Letter 

This introductory letter from Engage Consult can be sent to your chosen Care or Residential Home to inform them of our online consultation service and the steps they need to take to set up an account.


Engage Consult – A Guide for Care and Residential Homes

A comprehensive and easy to follow guide created for Care and Residential Home Managers to explain the Engage Consult service and how to get started with online consultations.


Other Documents

Download (Installation and set up guide – Engage Consult EnCompass LT for Emis Web)

Download (Installation and set up guide – Engage Consult EnCompass LT for SystmOne)


Download (User guide – Engage Consult EnCompass LT for Emis Web)

Download (User guide – Engage Consult EnCompass LT for SystmOne)

Download (Engage Consult Capabilities Document)


“It is a quick and easy way to make a request that the surgery can deal with in their own time.”

“Very quick for routine query. I rang the surgery but was 19th in the queue so opted to try this service instead as my need was non urgent..”

Patient, Engage Consult

“Quicker than queuing at 830 on the phone and the receptionist gets back to you promptly”

User, Engage Consult

“Engage Consult is a fantastic vehicle to take you places. Where that place is, is up to you the driver. You may just want an electronic front door to the surgery, or perhaps you want a fully integrated question engine that can save you time through automated history taking, electronic triage, and messaging. Engage Consult can be customised to get you where you want to go. Like all journeys, don’t think that you’ll get there overnight. It takes a while to plan, embed and benefit. But take courage from those further on that it’s worth it”

“All the clinicians in the practice talked about it and I have to say we were dubious to start with and we had one enthusiast which was not me, we decided to implement it and give a try, it seems to have worked well and we’ve had no negative comments whatsoever and it’s even converted me, thinking this could be useful. Although I wouldn’t necessarily admit to that”

User, Engage Consult

“We’re very pleased with the Engage Touch screens. They are much easier to use than our old ones. During busy flu clinic season, the screens have really helped take the pressure off reception staff”

“The touchscreen and patient check in software  is working a treat and we wish we had got it years ago!”

Theresa Cameron , Practice Manager, Newland Medical Practice

“The screens and patient check in software are great and patients are happier as they don’t have to stand in a queue to check in”

Tracey Humphries, Patient Services Manager, Laurie Pike Health Centre

“We’ve used a number of Engage Health (Wiggly-Amps) products including the patient check in software over the years and always been extremely happy with the service we’ve received. We wouldn’t want to be without our touchscreen. It’s straightforward and simple to use. 95% of our FFT is completed through the touchscreen”

Siobhan Gorman, Practice Manager, Pickering Medical Practice

“The product & service of the Engage Touch, patient check in software we’ve received has been excellent”

Jane Kirkwood, Assistant Practice Manager, New Wokingham Road Surgery

I would like to take the opportunity to thank you personally for the work you did so quickly to get us up and running with Engage Consult.  Our doctors and patients are beginning to use it more frequently and it has meant that we are getting less pictures through our email account which means the picture goes on the right patient record.  Thank you for responding so efficiently with our request to get us up and active.

Nicky Hall, , Practice Manager, Asplands Medical Centre
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