The Consultations module allows you to send a questionnaire to a patient or complete it together with them. The pharmacist then analyzes the responses in the dashboard.
If you have access to the Consultation module, the "Consultations ▼" option will appear at the top left of your screen, next to your establishment's name.
Step 1 – Start a Consultation
To start a consultation, click on the "Consultations" tab, then select "Start a consultation."
Step 2 – Select the Consultation Reason
In the search bar, enter keywords related to the patient's condition, then select the appropriate reason.
Common reasons are also suggested.
Use simple keywords (1 to 2 words) to get the best results.
How to Choose the Right Questionnaire?
Specific questionnaires
Use when you clearly know the patient's issue.
Examples: skin burn, constipation, conjunctivitis
“Problem…” questionnaires
Use when the exact issue is unknown, but you know which system is affected (skin, eyes, digestive, etc.).👉 Tip: search using the keyword "problem."
Examples: skin problem, digestive problem, eye problem
"Medication" questionnaire
Use for any question related to a medication, OTC product, or natural health product.👉 Always type "medication" in the search (not the drug name).
Examples: side effects, missed dose, interaction, dose adjustment
"General consultation" questionnaire
Use as a last resort when no other questionnaire applies, as it collects less specific data.
🚨 Avoid full sentences or medication names, as this limits suggestions.
🔗 To access the full list of consultation reasons, refer to the Consultation Reasons Index.
Step 3 – Define Consultation Details
Select the patient's location:
Onsite (default)
On the phone
By appointment
Then choose how the questionnaire will be completed:
By the employee (assisted): you complete the questionnaire with the patient
By the patient, via:
SMS: questionnaire sent by text message
Email: questionnaire sent by email
Shareable link: link to send via a messaging platform
PIN for tablet: a 4-digit code for the patient to complete the questionnaire on a tablet in your pharmacy
🔗 For more information on tablet use, refer to the Guide - Using a Tablet.
Step 4 – Patient information
Select the patient for whom the consultation is intended.
If the patient has never completed a consultation or follow-up with Empego:
Click "Create new patient"
Fill in the required information
If the patient already has an Empego profile:
Search using the search bar
Select their name
Click "Send to patient" or "Start questionnaire"
You can search for a patient using:
First name
Last name
Health insurance number (RAMQ)
Phone number
🚨 If multiple profiles appear, use a second identifier (e.g., date of birth, phone number, or email address) to confirm you have selected the correct patient.
💡 Managing patient contact information
It is possible to add multiple phone numbers and include a description for each (e.g., mobile, home).
To modify or update this information:
Click "Modify patient's profile"
Add or update phone numbers
Provide a clear description for each number to help with selection during sending
This ensures the correct number is used, especially for SMS communication.
Step 5 – Complete the questionnaire
Depending on the selected method:
If sent to the patient
Ensure the patient has received the link and allow them to complete it independently.
If completed with the patient
Ask the questions exactly as displayed
If you are not comfortable asking a question, you may skip it
Questions marked with a red asterisk are mandatory
Use "Next" and "Previous" to navigate
Best practices
Properly introducing the consultation to the patient
Take a moment to explain how the consultation works and how the Consultation module is used.
A clear explanation improves patient engagement and response quality.
🔗 Tools are available to help you present the module effectively: