X-on Health Help

Managing patient medical requests from within the Surgery Connect system

Omni Consultation Forms - Introduction

Omni Consultation Forms - Quick Start Resources

Understanding the Form types available via the Omni Consultation Forms feature

Omni Consultation Forms - Form Types

Omni Consultation Forms - Voice Agent

Creating Form responses on your patients behalf

Omni Consultation Forms - Completing a Form on behalf of a patient

Patient Experience when submitting an Online Consultation Form

Omni Consultation Forms - Web Form

Accessing and managing your Online Consultation Forms via the Communications Window

Omni Consultation Forms - Managing your Forms

Managing your Online Consultation Form settings via the Service Delivery Console and Phonebar

Omni Consultation Forms - Settings

How to create and configure an API User on your service

Adding an API User

An overview of how to use and apply your Omni Consultation Usage report data

Omni Consultation Usage Report - Overview

Gathering online consultation data via Voice Agent and Web Forms

Omni Consultation Forms

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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