Skip to main content

Omni Consultation Forms - Introduction

Managing patient medical requests from within the Surgery Connect system

Updated this week

Omni Consultations Forms allow patients to submit medical requests directly to your practice. This information is then compiled into responses within the Communications Window Forms tab, allowing your staff to easily manage the triage workflow

The Consultation Form data can be gathered through the following:

For further learning, why not explore our Omni Consultation Forms Academy Course?


Voice Agent

The Voice Agent is designed to enhance accessibility by enabling patients to complete consultation forms over the phone. Once completed, the content of their call is captured and the response is added to the Communications window, ready for your staff to triage

This is added to your call flow via the Agent Block. When routed through this block, patients will follow a question and answer process to gather details relevant to their condition or request

Once the Voice Agent has captured the response and the call has ended, the response is added as a new item in the Waiting Tab in the Forms area of the Phonebar Communications Window

For more information on the Voice Agent, see our Help guide here


Web Form

The Web Form is accessed via a URL, which can be sent directly to a patient or hosted on your practices website

Once they have validated their details, they will be presented with the opportunity to fill in a form with information relating to their request or condition to be passed along to your practice

Once submitted, this information is added as a response in the Communications Window ready for your staff to triage and action

For more information on the Web Form, see our Help guide here


Completing a Form on behalf of a Patient

New Forms responses can also be created on behalf of a patient by your Users, via the + Create New Form button in the Communications Window Forms Tab

This can be associated with a patient in the Clinical System, and your staff will be able to fill out all of the response fields with information pertinent to the patients condition. This can be done either face-to-face or over the phone, to improve accessibility for the patients that may be otherwise unable to access this

Once your Users have submitted the form, this is displayed as a new response in the tab ready for triage

For more information on completing a form on behalf of a patient, see our Help guide here


Communications Window Forms area

All new Online Consultation Form responses are displayed in the Communications Window Forms tab, ready for your staff to assess, set priority/severity, assign to colleagues and add comments

Once a response has been triaged, SNOMED Codes can then be assigned to each item. These responses can also be saved directly to the Clinical Record

For more information on the Communications Window Forms Tab, see our Help guide here


Did this answer your question?