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Submit a quick consult

Learn how to save a simple consultation.

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.
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Steps to submit a quick consult

  1. Access the patient’s dashboard

    • Use the patient search bar at the top of the screen to find the patient.

    • Select the patient to open their dashboard.

  2. Create a quick consult

    • On the patient dashboard, click the three dots (options menu).

    • Select "Create quick consult" from the dropdown menu.

  3. Enter your notes

    • Type your notes into the provided field.

    • Optionally, add a SNOMED code to ensure accurate documentation.

  4. Save the quick consult

    • Once you’ve completed the notes, click "Save to record".

    • The consult will be automatically saved to the patient’s EMIS record.

By using the quick consult feature, you can streamline your documentation process and maintain accurate, up-to-date patient records.


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Patients: How to retrieve a patient record from EMIS Web, SystmOne (TPP) or PDS

Patients: How to handle unregistered patients

How does Hero save to record in EMIS and TPP?


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