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How to select outputs during a consult

This guide will walk you through the steps to select or modify the outputs you wish to use during a consultation. This is useful if you want to generate documents different from your default outputs, for a specific session. 

1. Navigate to the "Select Outputs" Button
  • Open i-scribe. 
  • Look for the "Select Outputs" button on the bottom right of your interface. This is where you can manage settings for the current consultation.
  • Click on the "Select Outputs" button, shown by the red box on the right of screenshot below:
    • The red box on the left of the screenshot below is for the "Default Outputs", e.g. the outputs you'd like to appear by default for a new patient.

2. Choose the Outputs You Want

  • Review the list of outputs that appears in the dropdown menu.
  • Click on the option you want to include for this session. Selected templates will be ticked, and sit at the top of the list under Active.

3. Deselect Unwanted Outputs
  • If any outputs are pre-selected but not needed for this consultation, click on them to deselect. Deselected templates will no longer be ticked.
4. Confirm Your Selections
  • Ensure all necessary outputs are ticked. These outputs will be generated for this specific session, and will appear at the bottom of the main interface. 

Screenshot 2025-01-17 at 3.10.33 pm

5. Continue with the Consult
  • Once your selections are made, proceed with your consult as usual. The documents will be generated based on your updated selection.

The changes you make to the template selection during a consult apply only to the current session. When you click New Patient and start a new session, your Default Outputs will automatically reappear in the Consult Parameters section.