Learn how the Services Manager Sets Up and Customizes the Portal


Here's how the services manager sets up the Portal.

After logging in, the services manager clicks "Dashboard" at the top right of the screen and then clicks “Settings” in the top menu bar. The office name, email, contact name and phone number must be filled in. Below, the services manager fills out customizable fields that include specific instructions for referring HCPs. The “Canned Replies” field is customizable. Facility secretaries and technicians can select these time-saving, pre-created replies from a dropdown when posting within a Portal thread.

Next, the services manager clicks "Add New User/Test Proc." in the top menu. Here secretaries may be added. Existing secretaries can be deleted, should they leave the practice. Multiple tests/procedures that are offered at this facility location can be added and individually named. 

In the "Assign Test/Procedure" area, the services manager lists all of the secretaries associated with each test/procedure, identifying one key secretary for each test/procedure and Saves all changes.

This is how simple it is to set up a ConsultSTAT-Services Portal.


Here are answers to some frequently asked questions:

An overview of how the Portal works

Is the Portal an EMR?

Is it necessary to have an EMR to use ConsultSTAT-Services?

How many facilities can operate one Portal?

How is a facility secretary associated with a specific Request?

Can the length of time for an appointment be varied? Can separate appointment time lengths be set for individual tests/procedures?

Is it necessary to abandon my current booking system to use ConsultSTAT-Services?