How to Use Online Consults

Remedly’s Online Consults are a great way to save your patients the hassle of coming into the office. Patients can use the HIPAA-compliant Patient Portal to answer questions, submit photos, and receive a response and cost estimate from your practice, all from the comfort of their home. 

In this article you'll learn about:

• How patients submit online consults in Patient Portal
• A provider can review an online consult request
• A patient can review the provider's response

Let’s walk through the workflow of an Online Consult. We will address both the perspective of a patient as well as a practice.

> View Video Below <

Step 1: Patient Submits Online Consult in Patient Portal

1. Patient logs into Patient Portal
2. Patient selects Online Initial Consults on left-side menu
3. Patient clicks Submit Initial Consult 
4. Patient clicks Start Initial Consult
5. Patient chooses Provider they’d like to see and Treatment they're interested in
6. Patient leaves any optional comments and indicates how soon they would prefer to be treated
7. Patient uploads 1 to 6 photos of the area for which they are requesting treatment
8. Patient submits the Initial Consult and can now view the submission.

Step 2: Provider reviews Patient Submission

1. Provider will now notice an Online Initial Consult notification in their Dashboard.
2. Provider clicks Review to open the patient's submission.
3. Provider reviews the photo(s) and comments from the patient:
4. Provider can indicate either an amount or a range for the procedure's estimated cost, make comments, attach forms to the response, and indicate to staff whether or not to add the patient to the schedule.
5. When a provider leaves a note for a staff member, it will be visible in the staff's dashboard in the Record and Note columns. 

In the record column a PDF is available to review the patient answers to the initial consult questions and the consultation results. 

In the notes section a staff member can see the note that a provider left. 

Note: to upload additional forms such as marketing materials or treatment information, use the Manage Brochures link under Practice Account.

Step 3: Patient reviews Provider’s response

1. Patient logs into Patient Portal and notices notification for completed consultation.
2. Patient clicks View.
3. Patient can view the provider’s estimate and comments, and if applicable, request an appointment. 

   
   Video

Content Timelines per Minute:

00:00 - 00:21 - Introduction

00:22 - 00:49 - History of online consultation

00:50 - 02:06 - Submitting an online initial consultation request

02:07 - 2:51 - Setting up an online consultation fee

2:52 - 03:44 - Reviewing the online consultation request from the provider's dashboard

03:45 - 04:37 - Adding forms and marketing materials

04:38 - 04:54 - Asking staff to schedule the patient

04:52 - 5:49 - Checking the provider's response in the patient portal