Consultmed and MedicalDirector Clinical

Quick Install Guide

Integrate Consultmed with MedicalDirector Clinical

To integrate Consultmed with MedicalDirector Clinical, download the Consultmed sidebar app from the MedicalDirector Clinical widget store. After installing, create a Consultmed account and follow the prompts to complete the setup.

Definitions

Consultmed web app

Consultmed web widget

  • Consultmed sidebar widget within MedicalDirector Clinical

 

Step One

Install Consultmed Sidebar Widget:

Follow the simple steps below or watch the video here (0:10)

Depending on your version of MedicalDirector Clinical, the Consultmed sidebar widget may already be pre-installed in your sidebar. If it’s not, you can easily add it using the following steps:

  • In MedicalDirector Clinical, click the Settings icon > Check for New/Updated Widgets on the sidebar to open the list of available widgets.

  • Click Consultmed from the available list.
  • Click Download and install.

  • Once installed, the Consultmed widget will appear in the sidebar.
  • Click the Consultmed icon to launch the widget.

Want to keep the sidebar open?

  • Click the pin icon in the top right to keep the sidebar open
  • Drag the edge to make it larger

If the Consultmed widget is already pre-installed in MedicalDirector Clinical, you can simply add it to your sidebar:

  • Go to Sidebar > Add/Remove Widgets and select Consultmed from the list.
  • Click the Consultmed icon to launch the widget.

Step Two

Integrating with Consultmed Widget: As a New User

Follow the simple steps below or watch the video here (0:52)

  • Open the Consultmed widget and click Create account
  • Consultmed web app will open in a separate browser

  • In the web app, click Create account and follow the prompts

Tool Tip: Each user should have their own Consultmed account to maintain privacy and security through Multi-Factor Authentication (MFA).

  • Choose an account type that matches your role within your health or care team 

  • Enter your professional details
  • Search for your establishment by name or address, or add a new establishment by selecting + Add Practice
  • Enter your registration details. You also have the option to add a signature or profile image to your account
  • Skip the Connect Practice Management Software step
    • This step is not necessary when integrating MedicalDirector Clinical with Consultmed widget

Complete Registration

  • Carefully review and agree to Consultmed’s Terms & Conditions
  • Select Complete Registration to finalise your account setup
  • Configure MFA to ensure account privacy and security

Return to the Consultmed widget in your sidebar.

  • Click Sign in.
  • A unique 8-character code will appear both in the Consultmed widget and a ‘Device Confirmation’ screen will automatically open in a new browser

  • Confirm the unique code to complete pairing of the Consultmed widget with the web app

  • Return to MedicalDirector Clinical and your linked establishment (primary place of practice) will appear in the Consultmed widget
  • Click to confirm your establishment

  • Enter your MedicalDirector Clinical Practice ID and submit to complete the integration.
    • Your establishment (primary place of practice) in Consultmed is now linked to your account in MedicalDirector Clinical
    • Practice ID confirmation is only required once at the time of setting up the integration

Where can I find my Practice ID?

  • In MedicalDirector Clinical, at the top of your menu screen, go to the Help > About
  • Practice ID will be displayed in the ‘About’ pop-up box.
  • Copy and paste, or manually enter the Practice ID in the Consultmed Widget

Integrating with Consultmed widget: As an Existing User

Follow the simple steps below or watch the video here (3:11)

  • Click Sign in

  • A unique 8-character code will appear both in the Consultmed widget and the web app

  • Click Confirm to continue to login step
  • Sign in with your existing Consultmed account details

  • After successful login, the pairing of the Consultmed widget and web app is complete

  • Return to MedicalDirector and your linked establishment (primary place of practice) will appear in the Consultmed widget
  • Click to confirm your establishment

  • Enter your MedicalDirector Clinical Practice ID and submit to complete the integration.
    • Your establishment (primary place of practice) in Consultmed is now linked to your account in MedicalDirector Clinical
    • Practice ID confirmation is only required once at the time of setting up the integration

Where can I find my Practice ID?

  • In MedicalDirector, at the top of your menu screen, go to the Help > About
  • Practice ID will be displayed in the ‘About’ pop-up box.
  • Copy and paste, or manually enter the Practice ID in the Consultmed Widget

Watch our integration video for step-by-step instructions

Click here to view on Vimeo

Contact Us

MedicalDirector Clinical PMS

Consultmed

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