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Multi-user collaboration

We know that users in your practice or eHub will be sharing access to the Smart Inbox and we wanted to ensure that there was no duplicate work being done and that you had transparency when other clinicians or admin members were working on an eConsult. The multi-user collaboration feature means that you can easily see who is working on an eConsult to ensure you can work efficiently and quickly with your practice and eHub colleagues!

What is multi-user collaboration?

This feature allows you to see in real-time who else is working on an eConsult in your Smart Inbox. It supports your practice all working together at the same time! If another member at your practice is working on an eConsult you will not be able to edit the signposting section.

Users will still be able to see the eConsult, any comments or activity already saved and export the consultation as PDF. Users can still send SMS messages and use the PCM message link to send emails while an eConsult is locked.

This summary card has a lock icon, which means that someone is already working on this consultation.

If you click into the consultation, you will see that the signposting section tells you who is currently editing the consultation.

There may be times when it is necessary to override the consultation lock, for example, if someone has been called away urgently whilst changing the signposting section. To do this, click where indicated and you will see the following confirmation message:

You should then click the ‘Yes, continue’ button to override the lock. The person who was previously editing the eConsult will get this message, to let them know that they are now looking at a read-only version of the eConsult.

Multi-User Collaboration in an eHub

The Smart Inbox can be used as an eHub, for more information see here. When using the multi-user collaboration in an eHub then please note that the Smart Inbox organisations that users are part of may impact this feature:

  • If other users within your eHub organisation are working on an eConsult, you will be able to see when they have locked an eConsult and are making changes.

  • If a user outside of your eHub organisation is working on an eConsult, for example someone in one of the practices that feeds into your eHub, then you will not be able to see when they have locked an eConsult and are making changes.

  • If a user at a practice that feeds into the eHub organisation is working on an eConsult, then you will not be able to see when they have locked an eConsult and are making changes as they are using the Smart Inbox outside of your eHub organisation

Therefore please ensure you coordinate effectively how work is distributed and actioned between individual practices part of your eHub and the eHub team. If you need any help with operating procedures please get in touch with eConsult via the live chat in the bottom right corner or email practice.support@econsult.health and our transformation team can advise.


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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