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Omni Consultation Forms - Web Form

Patient Experience when submitting an Online Consultation Form

Updated this week

To access the URL for your Web Form, navigate to the Service Delivery Console Advanced Tab

From here, select Manage Forms

Your Forms are displayed in the table. To make changes and view the URL click the Edit icon

The URL for the Online Form is located at the top of this page. Click Copy URL to

copy this to the clipboard

You can also choose the name for your site that is displayed in the heading of the Form, by entering it in the Form Display Name. Please note that this is limited to 60 characters

When a patient accesses this link, they will be greeted with a landing page informing them of the forms purpose. This landing page also highlights that the use is not for Emergency Use, and that they cannot use this in an emergency. Instead, they should contact 999 or 111

Once they have clicked continue, they will be prompted to confirm that they are not currently experiencing symptoms that may indicate an emergency

They will then be asked whether they are completing the form for themselves, or behalf of someone else. An option will need to be selected before they can continue

When someone has completed a form on another patients behalf, this will be displayed as a banner on the form response within the Communications Window

All patients must identify themselves (or the patient that are raising the form on behalf of) before continuing. They are required to complete the First Name, Last Name and Date of Birth fields before clicking Confirm Details

If there is an issue with the information they have entered, the relevant box will be highlighted in red and the issue will be displayed

If the information entered does not match a patient within the clinical system, the below message will be displayed and the patient will be prompted to contact your practice for assistance

If there is a successful match, they will be prompted to confirm the details before continuing

Once they have confirmed, they will next need to fill in the form and add any relevant information to pass onto your practice. The fields they will be prompted to fill out the following fields:

  • Is this a new or existing problem? (Required Field)

  • Please describe the medical problem (Required Field)

  • How long has this been going on for? Is it getting better or worse? (Required Field)

  • Has anything been tried to help? (Required Field)

  • Is there anything that is particularly a worry? (Optional Field)

  • Tell us in a few words how we can help (Required Field)

  • Please tell us the best times to contact (Optional Field)

When a field is selected to type into, the box is highlighted in yellow

Once all the required fields have been completed, the patient will need to click Confirm to continue

If a required field has not been completed, they will be prompted to complete this before submitting. The relevant fields will be highlighted in red, and a box is displayed at the top confirming which questions still require a response

If all fields are completed as required, the patient is shown an overview of their responses to review. If necessary, they can navigate back and make changes to their answers by using the Go Back button at the top of the screen

If they are happy with their responses, they will need to Submit Request to continue

Once submitted, they are shown a confirmation screen

If at any point there are issues with the Web Form, the patient will see the below screen and can return to the Summary Page to resubmit. they will also be prompted to contact your practice, if the issue persists

Once the Web Form has been submitted by the patient, it will appear as a new response in the Waiting Tab in the Communications Window Forms area

For guidance on managing your Forms within the Communications Window, see our Help Guide here

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