When there is not patient record open in the clinical system Surgery Intellect can be used to generate consultations or dictations without attaching the contact to a Patient
This is particularly useful as a way of exploring the feature without having to assign the content, or to support other non-patient-led tasks
We would recommend using the Standalone mode to create test consultations to ensure everything is working smoothly before commencing a clinic with patients
Surgery Intellect is a chargeable feature. To register your interest, please use our Enquiry Form here
Launching Surgery Intellect from the Phonebar
To activate Surgery Intellect for a face-to-face consultation, click the Intellect brain icon on the Phonebar
Once selected, the Intellect window will open. When you use Surgery Intellect in standalone mode, you will be notified that there is no Active Patient found
Launching Surgery Intellect from the Appointments Window
Alternatively, you can start using Surgery Intellect by navigating to the Intellect tab in the Phonebar Appointments Window
Completing a Standalone Consultation
Once you have opened the Intellect tab, the standalone features are displayed ready for you to use. From here, you can view your in-progress and completed Consultations and Dictations from the past 24 hours via the tabs on the left hand side
These consultations remain in the archive for 24 hours before deletion
To begin a Consultation without attaching an active patient, click the Start Consultation button. This instantly begins the consultation, and you can then add the Patients name and date of birth at the beginning of the consultation
Please note: all consultations (regardless of whether they are patient-led) are archived to the TORTUS Consultation list once completed, where they remain for 24 hours before deletion. Patient-led consultations are then accessible through the patient contact history after these 24 hours, but non-patient-led consultations will be permanently deleted
For more information on managing Consultations within Surgery Intellect, see our help guide here
To begin a dictation, click the Start Dictation button
Once clicked, the recording begins automatically and continues until the recording button is clicked to stop the dictation
Once the recording has finished, the transcription is displayed. From here, you can make any necessary edits, before copying to the clipboard via the Copy Transcript button, or choosing to Start new dictation
