How To View a Consult That Was Sent To a Patient

2 min. readlast update: 08.30.2021

Learn how to view consultations that you sent to the patient.

If you would like to view the consultation sent from Docovia there are a few ways this can be done. Based on your needs, please select the method that will work best for you! 

Viewing a Sent Consult

If you would like to view the sent consult, of a specific patient, in your consultation request dashboard do the following:

  • Find the patient whose consult you would like to view
  • Click into their status button to pull up their file
  • Scroll down to the section under 'Your Assessment' 
  • All the information sent will be populated in the fields for you to view (fields will be greyed out due to the fact it was sent). 
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Receiving a Copy of Every Sent Consult

There is a setting that can be turned on in the 'Team' section that will allow for users within your account to be copied on every single consult sent. This is a user-based preference and once turned on, that specific user will be BCC'd on all of the email/SMS communications sent out from Docovia. If you would like a copy of all of the consults sent out, this option would make sense for you. 

  • Go to the 'Team' section of the menu in your account 
  • Find the user whose email address you would like the copies of the consults to go to 
  • Turn on the notification preferences in the column labeled 'Consult Sent Alert' - users have the ability to receive SMS alerts and email copies.

NEED THE FOLLOWING SCREENSHOT FROM JAMESON, DOES NOT SHOW THIS WITH MY LOGIN

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