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2.4.1 Requesting a Consultation Appointment

Describes how to create a consultation request/appointment.
  1. From the appointment screen, click on "E" for the Encounter screen of the patient, then click the ‘Consultation’ link in the upper left hand corner of the Encounter screen.
    OR the ‘Consultation’ button in the Patient’s Master Demographic window
  2. A pop-up window will appear, with previous consultations made for this patient on the right, and a link to request a new specialist appointment be booked for the patient on the left (click on ‘NEW CONSULTATION’)

  3. The patients demographic information will pull into the form: prescription info from the Rx program, and ‘Ongoing Concerns’ from the encounter screen

  4. Select the type of ‘Service’ from the drop down menu (eg Allergies, Cardiology)
  5. When you select the ‘Service’ the program automatically narrows down the list for the next area to only the doctors in that particular Service
  6. Click on the next drop down menu for the ‘Consultant’ to show a list of doctors to match the Service you have chosen
  7. Clicking the desired doctor will insert all the doctors address and phone information
  8. Clicking on the next drop down allows you to indicate whether this appointment is ‘URGENT - NON-URGENT or RETURN’
  9. Click on the drop down menu to the right for the "Send To" function. This function sends the consultation request to the individual who does the booking of specialist appointments in your office
  10. Fill in the reason for the consultation and any other pertinent information of which you want the specialist to be aware
  11. Clicking on ‘SUBMIT CONSULTATION REQUEST’ at the bottom of the screen will send the ‘Consultation’ to the "con" tab where the staff can pick it up to book the appointment and print and fax a copy of the consultation.
  • Another option is to print the request and hand deliver to the staff booking appointments.



It is possible to view two consultation forms simultaneously.  For example, you may wish to all up a recent referral in order to cut and paste information into a new referral.

1. Open old consultation form from encounter screen by clicking on the hyperlink.

2. Now click on the consultation header BAR, not the + sign, which will cause the old consultation form to be replaced by a blank form.  This brings you to the consultation list window.

3. Click on the New Consultation hyperlink in the upper left corner.  This will bring up a blank consultation form, and the old form should still be available on your desktop.  Carry on as above.



  1. Click on the ‘Submit Consultation Request and Print Preview’ button to print the form for processing
  2. The ‘Fax Footer’ button is to put the confidential fax footer information on the form when faxed
  3. To print the form, click the PRINT button
  • FEATURE: Each of the information boxes will expand as needed by the quantity of information entered into the form

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