# eConsult Help Centre

> Help center for eConsult Health

## Setting up for success with eConsult

- [Announcement guide](https://help.econsult.health/en/articles/8395054-announcement-guide.md): How you can create an announcement page for your practice website
- [Total Triage with eConsult](https://help.econsult.health/en/articles/11632305-total-triage-with-econsult.md): Transitioning to a total triage workflow model with eConsult
- [NHS GP Contract – October 2025 – Digital Access](https://help.econsult.health/en/articles/11786070-nhs-gp-contract-october-2025-digital-access.md)
- [Embedding eConsult into your practice workflow](https://help.econsult.health/en/articles/5396905-embedding-econsult-into-your-practice-workflow.md): Designing a workflow model for your practice
- [Navigation and signposting to other services](https://help.econsult.health/en/articles/5394064-navigation-and-signposting-to-other-services.md): Supporting practices to navigate/signpost patients to more appropriate services
- [Free Care Navigation Tool for GP practices](https://help.econsult.health/en/articles/6425034-free-care-navigation-tool-for-gp-practices.md): Our downloadable and customisable tool helps your practice to get started with care navigation
- [Implementation Process](https://help.econsult.health/en/articles/5402100-implementation-process.md): How to successfully implement eConsult into the Practice
- [How to understand your weekly data eConsult report \(Dashboard\)](https://help.econsult.health/en/articles/5374208-how-to-understand-your-weekly-data-econsult-report-dashboard.md): How to interpret your practice data from eConsult
- [Switching eConsult back on again](https://help.econsult.health/en/articles/10221594-switching-econsult-back-on-again.md): This guide should help practices wishing to switch eConsult back on if they have switched it off temporarily
- [Training staff to understand and utilise eConsult](https://help.econsult.health/en/articles/5398041-training-staff-to-understand-and-utilise-econsult.md): Training tools for your practice
- [How to read an eConsult report](https://help.econsult.health/en/articles/5308055-how-to-read-an-econsult-report.md): Best practice and advice for how to read an eConsult
- [User Acceptance Testing \(UAT\)](https://help.econsult.health/en/articles/8403703-user-acceptance-testing-uat.md): UAT testing prior to going live with the Smart Inbox
- [Benefits of clinical system interoperability](https://help.econsult.health/en/articles/5376518-benefits-of-clinical-system-interoperability.md): What is interoperability?
- [How to manage eConsults in Vision](https://help.econsult.health/en/articles/5308004-how-to-manage-econsults-in-vision.md): There are two ways that eConsult reports can arrive into EMIS Web
- [How to manage eConsults in EMIS](https://help.econsult.health/en/articles/5307999-how-to-manage-econsults-in-emis.md): There are three ways that eConsult reports can arrive into EMIS Web
- [How to manage eConsults in SystmOne](https://help.econsult.health/en/articles/5307988-how-to-manage-econsults-in-systmone.md): There are two ways that eConsult reports can arrive into S1
- [Example communications to educate and raise awareness in patients](https://help.econsult.health/en/articles/5307262-example-communications-to-educate-and-raise-awareness-in-patients.md): Suggested phone, email and text messages, plus scripts for receptionists and care navigators
- [eConsult website banner](https://help.econsult.health/en/articles/5307177-econsult-website-banner.md): How your patients access eConsult from your practice website
- [Customising your Dynamic eConsult banner](https://help.econsult.health/en/articles/5307849-customising-your-dynamic-econsult-banner.md): There are several ways you can change your dynamic banner
- [Materials for your practice waiting room](https://help.econsult.health/en/articles/5307745-materials-for-your-practice-waiting-room.md)
- [Responding to patients](https://help.econsult.health/en/articles/5300860-responding-to-patients.md): There are several ways you can respond to a patient's eConsult
- [Using social media to engage with patients](https://help.econsult.health/en/articles/5307313-using-social-media-to-engage-with-patients.md): Social media is a great channel to keep patients informed and engaged with practice news and updates
- [Video guides for your practice website](https://help.econsult.health/en/articles/5307730-video-guides-for-your-practice-website.md): We have a range of videos that can help you educate patients and raise awareness
- [Patient Behaviour](https://help.econsult.health/en/articles/8304526-patient-behaviour.md)

## Smart Inbox guides

- [What is the Smart Inbox?](https://help.econsult.health/en/articles/6000726-what-is-the-smart-inbox.md): The Smart Inbox is a free upgrade for all eConsult customers, built to help you manage eConsults more efficiently
- [Smart Inbox - How to Guide](https://help.econsult.health/en/articles/8193945-smart-inbox-how-to-guide.md): This guide is to help support new and existing users with using the Smart Inbox
- [eConsult Smart Inbox: Admin Led SOP Example](https://help.econsult.health/en/articles/8124621-econsult-smart-inbox-admin-led-sop-example.md): An example of an Admin Led SOP for using the Smart Inbox to support practices onboarding with the Smart Inbox
- [eConsult Smart Inbox: Clinician Led SOP Example](https://help.econsult.health/en/articles/8124367-econsult-smart-inbox-clinician-led-sop-example.md): An example of an Clinician Led SOP for using the Smart Inbox to support practices onboarding with the Smart Inbox
- [eConsult Settings Portal](https://help.econsult.health/en/articles/8976327-econsult-settings-portal.md): How to close eConsult immediately, schedule future closures, manage your admin request opening hours, and manage your smart Inbox users.
- [Message Templates in the Smart Inbox](https://help.econsult.health/en/articles/9221046-message-templates-in-the-smart-inbox.md): How to use and manage templates when messaging patients in the Smart Inbox
- [Patient SMS Portal](https://help.econsult.health/en/articles/9037631-patient-sms-portal.md): Sending SMS messages to patients via the eConsult Patient Portal
- [Smart Inbox and Vision Integration](https://help.econsult.health/en/articles/9042079-smart-inbox-and-vision-integration.md): Step by step guide for using the Smart Inbox with Vision Integration
- [Smart Inbox Reporting FAQs](https://help.econsult.health/en/articles/10542602-smart-inbox-reporting-faqs.md): Frequently asked questions about the Smart Inbox Reporting
- [Accessing the Smart Inbox](https://help.econsult.health/en/articles/6303552-accessing-the-smart-inbox.md): How to login to and access the Smart Inbox
- [Smart Inbox Preview](https://help.econsult.health/en/articles/7043914-smart-inbox-preview.md): How the Smart Inbox Preview version works and how to get access
- [Smart Inbox - Urgent Warning Bypass](https://help.econsult.health/en/articles/7120315-smart-inbox-urgent-warning-bypass.md): More information on the Urgent Warning Bypass feature and how to switch this on!
- [Smart Inbox views, folders and tagging](https://help.econsult.health/en/articles/6303565-smart-inbox-views-folders-and-tagging.md): How to navigate, sort and filter information in the Smart Inbox
- [Smart Inbox and SystmOne integration](https://help.econsult.health/en/articles/6796739-smart-inbox-and-systmone-integration.md): Step by step guide for using the Smart Inbox via the SystmOne integrated toolbar
- [Smart Inbox and EMIS Web integration](https://help.econsult.health/en/articles/6727825-smart-inbox-and-emis-web-integration.md): Step by step guide for using the Smart Inbox via the EMIS integrated toolbar
- [eConsult Lite \(eLite\) for the Smart Inbox](https://help.econsult.health/en/articles/6560203-econsult-lite-elite-for-the-smart-inbox.md): How to use and access eConsult Lite
- [Viewing consultations in the Smart Inbox](https://help.econsult.health/en/articles/6303608-viewing-consultations-in-the-smart-inbox.md): Understanding key information displayed in the Smart Inbox
- [Signposting in the Smart Inbox](https://help.econsult.health/en/articles/6303659-signposting-in-the-smart-inbox.md): Assigning teams, urgency and mode when triaging
- [Exporting and Uploading Smart Inbox eConsults](https://help.econsult.health/en/articles/6601224-exporting-and-uploading-smart-inbox-econsults.md): How to export and upload eConsults into the clinical system from the Smart Inbox
- [Exporting and Uploading Smart Inbox eConsults via the Smart Inbox](https://help.econsult.health/en/articles/6642770-exporting-and-uploading-smart-inbox-econsults-via-the-smart-inbox.md): How to export and upload eConsults into the clinical system from the Smart Inbox in the Toolbar
- [Multi-user collaboration in the Smart Inbox](https://help.econsult.health/en/articles/6576433-multi-user-collaboration-in-the-smart-inbox.md): How multi-user collaboration works in the Smart Inbox
- [Messaging patients in the Smart Inbox](https://help.econsult.health/en/articles/6495249-messaging-patients-in-the-smart-inbox.md): You can reply to patients directly from the Smart Inbox
- [Share feedback or get help in the Smart inbox](https://help.econsult.health/en/articles/6501658-share-feedback-or-get-help-in-the-smart-inbox.md): Tell us what you think so we can make improvements!
- [SNOMED coding in the Smart Inbox](https://help.econsult.health/en/articles/8461320-snomed-coding-in-the-smart-inbox.md): Step by step guide of how to save and manage SNOMED codes in the Smart Inbox
- [🔐 Logging into Smart Inbox, Settings Portal or eConsult Lite with “Log in with another email” — 2FA Setup Guide](https://help.econsult.health/en/articles/11502558-logging-into-smart-inbox-settings-portal-or-econsult-lite-with-log-in-with-another-email-2fa-setup-guide.md): Article to help users set up 2fa to access the Smart Inbox, Settings Portal or eConsult Lite

## eConsult features

- [eConsult and Healthera](https://help.econsult.health/en/articles/11470889-econsult-and-healthera.md): We've partnered with Healthera to seamlessly connect patients with pharmacy services.
- [Clinical eConsults](https://help.econsult.health/en/articles/5307028-clinical-econsults.md): Condition specific or general advice questionnaires
- [Administrative eConsults](https://help.econsult.health/en/articles/5303262-administrative-econsults.md): Encourage patients to complete admin requests online to save time and bring consistency
- [Paediatric eConsults](https://help.econsult.health/en/articles/5300364-paediatric-econsults.md): eConsult for children aged 6 months to 16 years old
- [Clinical review questionnaires](https://help.econsult.health/en/articles/5300460-clinical-review-questionnaires.md): Practice initiated questionnaires for long term conditions
- [Flagging and redirections for eConsults](https://help.econsult.health/en/articles/5306309-flagging-and-redirections-for-econsults.md): Some patients may trigger a flag or a redirection message based on their symptoms
- [Changing consultation access for patients \(demand management\)](https://help.econsult.health/en/articles/5317015-changing-consultation-access-for-patients-demand-management.md): Customise when patients can submit an eConsult to the practice
- [Submitting an eConsult on someone else's behalf](https://help.econsult.health/en/articles/5878013-submitting-an-econsult-on-someone-else-s-behalf.md): Our proxy access features allow submissions on behalf of someone else \(e.g. a carer or parent\)
- [Set up local services for your practice](https://help.econsult.health/en/articles/5306970-set-up-local-services-for-your-practice.md): Connect local self-help referral pathways to eConsult
- [Customisable features within eConsult for GP practices](https://help.econsult.health/en/articles/6133052-customisable-features-within-econsult-for-gp-practices.md): See a summary of what features are customisable within the eConsult platform
- [eConsult in the NHS App \(England\)](https://help.econsult.health/en/articles/5302851-econsult-in-the-nhs-app-england.md): Access to eConsult is just one benefit of the NHS App

## eConsult Toolbar

- [eConsult toolbar](https://help.econsult.health/en/articles/5300521-econsult-toolbar.md): The toolbar sits on your desktop and provides you access to the Smart Inbox, plus makes responding to patients easier.
- [Updating the eConsult Toolbar](https://help.econsult.health/en/articles/10206667-updating-the-econsult-toolbar.md): This guide helps support practices that need to update their toolbar
- [Email response to patient from the toolbar](https://help.econsult.health/en/articles/5307098-email-response-to-patient-from-the-toolbar.md): Use our post-consult messaging functionality to respond to patients
- [SMS \(text\) response to patient from the toolbar](https://help.econsult.health/en/articles/5307257-sms-text-response-to-patient-from-the-toolbar.md): Respond to a patient's eConsult by sending them a text message
- [Click to call \(audio/telephony\) from the toolbar](https://help.econsult.health/en/articles/5300891-click-to-call-audio-telephony-from-the-toolbar.md): Call your patients from your computer or your phone
- [Video consultations from the toolbar](https://help.econsult.health/en/articles/5304104-video-consultations-from-the-toolbar.md): Start a video consultation with your patients with eConsult
- [Sending validated self-help information post-consultation from the toolbar](https://help.econsult.health/en/articles/5412275-sending-validated-self-help-information-post-consultation-from-the-toolbar.md): Search and attach validated self-help information and videos through Healthinote
- [Saving the patient response to the clinical record from the toolbar](https://help.econsult.health/en/articles/5405406-saving-the-patient-response-to-the-clinical-record-from-the-toolbar.md): There are two ways save your email or SMS message to the patient record
- [Enabling toolbar integration with SystmOne](https://help.econsult.health/en/articles/5940788-enabling-toolbar-integration-with-systmone.md): How to sync your eConsult toolbar to S1 and user profiles
- [No longer supporting Windows 7](https://help.econsult.health/en/articles/6114930-no-longer-supporting-windows-7.md): Find out what it means if you have the eConsult toolbar and still use Windows 7
- [Enabling toolbar integration with EMIS Web](https://help.econsult.health/en/articles/5426764-enabling-toolbar-integration-with-emis-web.md): How to sync the eConsult toolbar to EMIS Web
- [Toolbar FAQs and troubleshooting](https://help.econsult.health/en/articles/5304108-toolbar-faqs-and-troubleshooting.md): Common questions and considerations for the eConsult toolbar
- [eConsult Toolbar Disappeared](https://help.econsult.health/en/articles/13158868-econsult-toolbar-disappeared.md)

## Important eConsult information

- [Help and support from eConsult](https://help.econsult.health/en/articles/5762705-help-and-support-from-econsult.md): See all the places that you can get help and support from eConsult
- [Christmas / New Year Bank Holidays](https://help.econsult.health/en/articles/13044897-christmas-new-year-bank-holidays.md): How to close over the Christmas & New Year bank holidays and extended response times over this period
- [Photo upload guidance](https://help.econsult.health/en/articles/5300423-photo-upload-guidance.md): Guidance on management of photos uploaded by patients onto eConsult
- [How eConsult addresses safeguarding issues](https://help.econsult.health/en/articles/6025043-how-econsult-addresses-safeguarding-issues.md): Safeguarding in paediatric and adult consultations
- [Reporting a Clinical Incident OR sending us Clinical Feedback](https://help.econsult.health/en/articles/5323297-reporting-a-clinical-incident-or-sending-us-clinical-feedback.md): What's the difference between telling us about an incident and giving us feedback?
- [Patient verification](https://help.econsult.health/en/articles/5350076-patient-verification.md): Identifying and verifying patients accessing eConsult
- [Indemnity and safety standards](https://help.econsult.health/en/articles/5300453-indemnity-and-safety-standards.md): eConsult adheres to all the required safety and indemnity standards
- [Why does the asthma review template not have the ACT score?](https://help.econsult.health/en/articles/5490324-why-does-the-asthma-review-template-not-have-the-act-score.md): Why eConsult doesn't calculate Asthma Control Test \(ACT\) scores
- [Thoughts of suicide and self-harm](https://help.econsult.health/en/articles/5414488-thoughts-of-suicide-and-self-harm.md): How the eConsult platform mitigates the risks
- [Joining an eConsult webinar \(via Livestorm\)](https://help.econsult.health/en/articles/5836855-joining-an-econsult-webinar-via-livestorm.md): We use Livestorm.co to create engaging live and on-demand webinars
- [No longer supporting Internet Explorer](https://help.econsult.health/en/articles/6175879-no-longer-supporting-internet-explorer.md)
- [eConsult options for practice merging](https://help.econsult.health/en/articles/6473010-econsult-options-for-practice-merging.md): Amending your eConsult account due to a practice merge
- [Alerts about planned maintenance or unexpected issues](https://help.econsult.health/en/articles/5349958-alerts-about-planned-maintenance-or-unexpected-issues.md): Our Status Page keeps you informed - sign up for alerts now!
- [Shortening links \(e.g. with bitly.com\)](https://help.econsult.health/en/articles/5303685-shortening-links-e-g-with-bitly-com.md): Shorten links to specific questionnaires for ease and space requirements

## eConsult Troubleshooting

- [Problems with patients receiving post-consult messages](https://help.econsult.health/en/articles/5433454-problems-with-patients-receiving-post-consult-messages.md): What to do if a patient hasn't received your email response to their eConsult
- [eConsults from patients not registered at your practice](https://help.econsult.health/en/articles/5435096-econsults-from-patients-not-registered-at-your-practice.md): What to do if an unregistered patient submits an eConsult
- [Problems receiving eConsults via email](https://help.econsult.health/en/articles/5433509-problems-receiving-econsults-via-email.md): What to do if you're no longer seeing eConsults coming in
- [Duplicate eConsults via email and the clinical system](https://help.econsult.health/en/articles/5435074-duplicate-econsults-via-email-and-the-clinical-system.md): What to do if you're getting eConsults arriving by email and straight into the clinical system
- [Problems receiving eConsults via EMIS](https://help.econsult.health/en/articles/5435061-problems-receiving-econsults-via-emis.md): What to do if you're no longer seeing eConsults coming in
- [Problems receiving eConsults via Vision](https://help.econsult.health/en/articles/5433525-problems-receiving-econsults-via-vision.md): What to do if you're no longer seeing eConsults coming in
- [Missing eConsult from a patient](https://help.econsult.health/en/articles/5435136-missing-econsult-from-a-patient.md): What to do if a patient has submitted an eConsult but you've not received it

## Guides for patients

- [Patient: How to submit an eConsult](https://help.econsult.health/en/articles/6616342-patient-how-to-submit-an-econsult.md): More information on how a patients submits an eConsult via a browser on the computer, tablet or phone.
- [Patient how to: Request a sick note / fit note from your practice](https://help.econsult.health/en/articles/6103755-patient-how-to-request-a-sick-note-fit-note-from-your-practice.md): Where to go to request documentation from your practice
- [Patient how to: Submit an eConsult for someone else](https://help.econsult.health/en/articles/6079301-patient-how-to-submit-an-econsult-for-someone-else.md): How to submit an eConsult for a child or for someone you care for
- [Patient how to: Use NHS login during your eConsult](https://help.econsult.health/en/articles/6079348-patient-how-to-use-nhs-login-during-your-econsult.md): A step by step guide to using NHS login instead of typing out your personal details
- [Patient how to: Submit an eConsult from the NHS App](https://help.econsult.health/en/articles/6079333-patient-how-to-submit-an-econsult-from-the-nhs-app.md): A step by step guide to sending your GP practice and eConsult from the NHS App on your mobile phone

## Outpatient Departments

- [SMS for Outpatients Departments](https://help.econsult.health/en/articles/6721878-sms-for-outpatients-departments.md): Step by step guide on how to use the SMS Portal