Engage Consult Downloads
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
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.
Essential Launch Checklist
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.
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.
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 [firstname.lastname@example.org]
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.
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.
Setting Up Video Consultations
View our helpful guide to find out how you can set up and enable video consultation in Engage Consult.
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)
Updating your website to include the Engage Consult Popup Banner
To help patients you can now download a popup banner, for Engage Consult, on your website.
Ongoing Support and Training
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
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
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
An explanation of how staff can better understand the patient’s journey using Engage Consult.
Key Messages for Patients and Carers
A sample of key messages that staff can use when they speak to people about using online consultations.
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.
Engage Consult – Important Information for Practices: Upcoming Bank Holidays 25th, 28th December 2020 and 1st January 2021
As most GP Practices will be closed during the Christmas and New Year Bank Holidays, we wanted to make sure you are aware how to make your Engage Consult service ‘out of hours’ for these days only. To make these simple changes, please download and follow the steps in our helpful guide.
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)
Engage Touch Downloads
Slides from Scottish National Users’ Group Virtual Event – November 2020
If you missed the event, you can click on the link below to read through the slides we presented on 10 November 2020.