Actioning and Managing Clinical Actions in Engage

This guide provides step-by-step instructions on how to action clinical actions directly from the Home Dashboard or To-Do section in Engage. It covers the process of booking appointments, marking tasks as completed, and accessing detailed information for each clinical action published by your healthcare provider.
This user guide was created using the desktop web version. If you are accessing via mobile or tablet, the screenshots may differ.

1. Click on Home.

2. Click on the To do tile.

3. You will be presented at the To Do Grid list, where all Clinical Actions published by your Provider will be visible.

4. Click the header with the right arrow icon to continue to the next steps.

5. Review the details and description provided by your healthcare provider.

6. Click on Book Appointment.

7. Click your name header with the right arrow icon to proceed.

8. In the Location field, enter the name of your practice location.

9. Select the appropriate option from the list.

10. Click the practice name header with the right arrow icon to continue.

11. Choose your Provider from the list.

12. Select the appropriate Appointment Type from the list.

13. Select a suitable time from the available options.

14. Click on Book to confirm.

15. A confirmation screen will display the details of your booked appointment, indicating it was successful.

16. Click on Finish to complete.

17. Click Mark as Completed to remove it from your To-Do list.

18. A pop-up will appear confirming that the task has been successfully completed.

19. Click on Completed to view your completed tasks.

20. Click on the Clinical Action header with the right arrow icon to see more information.

21. You will be presented with more information.

🎓 Accessing a Clinical Action from the To Do Section

22. Click on To Do.

23. You will be presented at the To Do Grid list, where all Clinical Actions published by your Provider will be visible.

24. Click the header with the right arrow icon to continue to the next steps.

25. Review the details and description provided by your healthcare provider.

26. Click on Book Appointment.

27. Click your name header with the right arrow icon to proceed.

28. In the Location field, enter the name of your practice location.

29. Select the appropriate option from the list.

30. Click the practice name header with the right arrow icon to continue.

31. Choose your Provider from the list.

32. Select the appropriate Appointment Type from the list.

33. Select a suitable time from the available options.

34. Click on Book to confirm.

35. A confirmation screen will display the details of your booked appointment, indicating it was successful.

36. Click on Finish to complete.

37. Click Mark as Completed to remove it from your To-Do list.

38. A pop-up will appear confirming that the task has been successfully completed.

39. Click on Completed to view your completed tasks.

40. Click on the Clinical Action header with the right arrow icon to see more information.

41. You will be presented with more information.

If you experience any issues, please contact your Practice or Provider for further assistance.