Viewing consultations in the Smart Inbox

Understanding key information displayed in the Smart Inbox

Laura Perring avatar
Written by Laura Perring
Updated over a week ago

This article covers:

eConsult summary cards

Each eConsult in your Inbox is represented by a summary card in folders. They summarise the most important information for you:

  • Patient’s details (name, sex, date of birth)

  • eConsult template submitted

  • Date and time of submission

  • Status of that eConsult in the Smart Inbox

  • The number of red or caution answers in the submission

  • The type of the submission (administrative or clinical)

Clicking into one of these summary cards will display the full eConsult.

Consultation panel

The consultation panel should look familiar to previous eConsult users - it is based on the current submission report received, and is broadly broken out into the following sections:

  • Patient and submission details

  • Ideas, concerns and expectations

  • Clinical questions (not applicable for admin templates)

  • Health history and QOF questions (not applicable for admin templates)

  • Images (not applicable for admin templates)

At the top, the unique reference ID for that consultation and the time and date of submission will be displayed. This unique reference ID is useful should you need to alert eConsult of anything relating to that specific submission.

Some patient details are displayed within the eConsult in the consultation panel. Further details such as date of birth, contact details and NHS Number (if provided) can be shown by clicking on the patient details button to the right. This panel will also be shown in full at the top of any eConsult that is exported as a PDF.

At the top of the eConsult, the reviewer will be presented with additional information to help them respond and treat the eConsult most appropriately. This includes when a response is expected by and whether or not some answers may require close attention and have been flagged.

The important clinical information is also displayed at the top of the report. Where relevant, any validated scoring systems are calculated for you, with a summary of the findings (e.g. PHQ-9 and GAD-7) underneath the patient details button.

In the main body of the eConsult specific questions and answers will be detailed for you, alongside symbols to represent:

  • Free text responses

  • Red flag answers

  • Caution answers

Any photos uploaded as part of the consultation will appear at the bottom of the report. For more information about how to enlarge images, head here!

There is also a link to report a clinical incident at the bottom.

Viewing Images

If a patient has sent an image as part of their eConsult, you can easily click the image to enlarge it and use the scroll wheel on your mouse to zoom in and out.

You can also click and drag on the image to move around and view different areas.

Once you have finished reviewing the image, to get back to the eConsult card you can either press on the cross in the top right corner of the screen, or you can press anywhere else around the image to go back!

Exporting to PDF

You are able to export the consultation to PDF by clicking the 'Export to PDF' button at the top of the consultation view. You will see below that this briefly brings up the patient details panel in full. This information is captured in your exported PDF. For more information on exporting see here.


What does the eConsult look like if it has been submitted by someone else (proxy/parent)?

Where an eConsult has been submitted on behalf of someone else, e.g. a child or proxy, both sets of information will be included in the consultation panel and in the patient details panel (but not on the summary card).

The top of the eConsult displays information on who submitted the eConsult. One section of the patient details panel will be marked as the patient’s details, and the other as the submitter.

To find out more about submitting on behalf of someone else please see our help centre article on proxy submissions and paediatric eConsults.

If you have any questions or you feel that this article could be improved, please feel free to give us some feedback by emailing us, pressing the emojis below or using the chat button on the bottom right-hand side of this page to speak to one of the eConsult team.

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