When to use this: Before and during a consult, when you need the right information quickly.
▶ Watch the video (about a minute, captions included).
Steps
Step 1 of 8
In Calendar, select Begin consult on the appointment. If the consult has already started, the button reads View consult.
Step 2 of 8
Use the blue patient bar. It shows the appointment type and delivery mode (select either to change it), the transcription monitor, Call Client Mobile, Open client in 360, the consultation timer and Finalise appointment.
Step 3 of 8
Check the alerts first. The Allergies pill and any Important alert stay at the top of the consult.
Step 4 of 8
Read the summary cards: Patient details, Medical history, Medications, Appointments and Referrals. Use the pencil or + on a card to update it.
Step 5 of 8
Open Consults & Activities for the full history. Select a past consult to open it in its own tab, beside the current one.
Step 6 of 8
Search the history by word, template or author.
Step 7 of 8
Move between tabs with Option (Mac) or Alt (Windows) plus a number: 1 to 7 follow the tab bar, 0 opens Bill & Next and M opens More.
Step 8 of 8
Prefer the summary beside your work? Select the layout button next to your name and choose Summary in right rail. Choose Summary along top to switch back.
Good to know
Your layout choice is saved in this browser.
Changing the appointment type or delivery mode from the patient bar asks whether to send the client an update.
If it doesn't work
"This appointment has already been finalised or processed, or has a change request waiting, so it can't be changed here."
The appointment is locked. Make the change from the calendar in T360, or ask your admin team.
"This calendar event has no client."
The event is not linked to a client. Open the client from the Clients tab instead.
A card shows "Couldn't load".
Select Retry. If it keeps failing, refresh the page.
Still stuck? Contact Tacklit support.