Finding the consultation page
Understanding the consultations page
The consultations page is designed to allow you to send consultations to all patients at once (rather than having to do this in each individual record), as well as being able to download the data from completed consultations.
How do I send a consultation to all patients in my team?
To send a mass consultation, click ‘Consultation’ on the consultation page, select the correct consultation and click ‘Start’ to send this to all patients.
How do I send a consultation to one patient?
On the ‘Discussions’ tab, click ‘Start a consultation.’ Choose your patient and complete the form.
The patient will receive an email message prompting them to complete the consultation. Once they have completed it, you will receive an email with a link to read the answers.
How do I download all consultation responses?
Go to the Consultation page. This will list all consultations that have been sent out to patients from your team. To download the responses, select which identifier you want to use to anonymise the data.
The CSV will either automatically download to your device or an email notification will be sent once the results are available. This will be dependent on how your individual team has been setup, if you unsure of how your team is setup please contact your success team member.
Direct CSV download
Download available via email notification
Which identifiers can I select?
When you download the consultation export you can decide which identifier you want to include. The options are:
With NHS numbers - this will include the patients NHS number next to their responses
With organisation level IDs - this will include the patients local ID assigned by the organisation
With both - this will include the patients NHS number and their organisation level ID next to their responses
With none - this will download the consultation responses with no patient identifiers
What is included in the consultation exports?
The export downloads as a CSV file which contains every instance of the specific consultation (that has been completed), with a row for each set of responses and columns for every question.
The first few columns are always included in the download. These are:
Age -patient's age
Gender - patient's gender
Date completed - the date the patient submitted their questionnaire response
Date requested - the date the patient was sent the questionnaire (or started the consultation themselves)
Requested by - this is who sent out the consultation. If the patient's name displays here it means they started the consultation themselves, without it being sent to them.
If you have selected to download the consultation with patient identifiers, these will also be included in the first columns of the CSV file.
The remaining columns are the questions in the consultation, so you can easily see each patient's response.
Why do I have blank rows in my consultation exports?
If a patient has not completed the consultation, we still include them in the export. They will have no data in the 'Date completed' column, or the question columns. This will allow you to easily see which patients you do not have responses from.
Why is a patient included multiple times in the export?
We include each instance of a completed consultation. If a patient has completed the consultation multiple times, they will be included multiple times in the export.
Why is my consultation no longer available?
Coordinators have the ability to hide consultations which are no longer needed. This may mean that a consultation you have previously sent to a patient is no longer available to be sent out and will not appear in the consultation drop down box. The coordinator can, however, make it visible again, should you require it.