Quick consult saves unstructured data as a consultation in the patient’s EHR record, and is surfaced directly into the patient’s care history, giving your team a chronological view of the patient’s interactions with the practice. Follow the steps below to create and save a quick consult. ​ Steps to submit a quick consult<ol class="steps-list"><li>Access the patient’s dashboard<ul class="accent-bullets"><li>Use the patient search bar at the top of the screen to find the patient.</li><li>Select the patient to open their dashboard.</li></ul></li><li>Create a quick consult<ul class="accent-bullets"><li>On the patient dashboard, click the three dots (options menu).</li><li>Select "Create quick consult" from the dropdown menu.</li></ul></li><li>Enter your notes<ul class="accent-bullets"><li>Type your notes into the provided field.</li><li>Optionally, add a SNOMED code to ensure accurate documentation.</li></ul></li><li>Save the quick consult<ul class="accent-bullets"><li>Once you’ve completed the notes, click "Save to record".</li><li>The consult will be automatically saved to the patient’s EMIS record.</li></ul></li></ol>By using the quick consult feature, you can streamline your documentation process and maintain accurate, up-to-date patient records.<div data-youtube-video=""><iframe class="aspect-video" width="100%" height="auto" allowfullscreen="true" autoplay="false" disablekbcontrols="false" enableiframeapi="false" endtime="0" ivloadpolicy="0" loop="false" modestbranding="false" origin="" playlist="" src="https://www.youtube-nocookie.com/embed/n1AZXeUOdFs" start="0"></iframe></div><hr>Related Articles<a href="https://support.herohealth.net/en/articles/139961-questionnaires-how-to-review-a-questionnaire-response-and-save-to-the-patient-s-record" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">Questionnaires: How to review a questionnaire response (and save to the patient's record)</a><a href="https://support.herohealth.net/en/articles/140084-patients-how-to-merge-duplicate-patient-records" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">Patients: How to merge duplicate patient records</a><a href="https://support.herohealth.net/en/articles/140086-patients-how-to-retrieve-a-patient-record-from-emis-web-systmone-tpp-or-pds" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">Patients: How to retrieve a patient record from EMIS Web, SystmOne (TPP) or PDS</a><a href="https://support.herohealth.net/en/articles/140099-patients-how-to-handle-unregistered-patients" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">Patients: How to handle unregistered patients</a><a href="https://support.herohealth.net/en/articles/244126-how-does-hero-save-to-record-in-emis-and-tpp" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">How does Hero save to record in EMIS and TPP?</a>

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