Last review date 03/02/2023

You can open the telephone consultation by using the   icon above the patient's name.


Triage - tick to record this is a triage

Consultation button - direct access to respiratory, dermatology etc including prescriptions and leaflets 

Ambulance triage - has the patient been triaged by the ambulance service 

Telephone Follow-up - tick to mark this as a follow up 

Video Conference/Skype - record a skype consultation.  The button will open up skype on the login page 

3rd party - if you're speaking with a family member / carer of the patient, record their name here

Problem - what is the issues and what is the patient's request

Vitals & Lifestyle - to see the history of previous readings (e.g. click the mouse into the BP box and look in the yellow panel on the right-hand side to see the historic recordings)

Scores / diaries - will open all of the scored assessments and patient diaries that we have available.  These can be printed out and left at reception for the patient to collect 

Investigations - all of these buttons will open up previous results and give access to ICE/SunQuest electronic pathology requesting 


You can record your impression either by read code or free text 


Plan - write the plan going forward

Advice - tick to record advice given.  Use the pencil icon to write the advice given.  

Leaflets & Med3 - print, text or email leaflets, print a med3 or generate letters

Formulary - access the main formularies including paediatric medicine 

Criteria - referral criteria and future care planning 

Safeguarding - record if any safeguarding details have been identified 

Follow-up - arrange a follow up.  Use the follow-up template or book an appointment or home visit 

Failed Encounter 

Read code the failed encounter or type in the message that you left the patient.  Use the preset button   to select from helpful preset options

Don't forget to ok the template and save the record when finished.

Note: If you need any help please click help & feedback at the top right-hand corner of the template and click contact us if you wish to fill in the online form for help.