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The Basics

Learn about the different ways to capture data in Consultation Manager and get the best results from your system.

What are Actions
Within Consultation Manager, Actions are tasks or “to do” items assigned by a User to themselves or another User, usually when a follow-up or action is requ...
Tue, 14 Jul, 2020 at 2:41 PM
What are Documents
Within Consultation Manager, Documents are electronic files (e.g Word, Excel, PDF, etc.) uploaded to CM, or links stored within CM to external document mana...
Sat, 11 Jul, 2020 at 10:19 AM