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Create a Consultation (Beta)

This article explains the features and actions available when creating a consultation in Best Practice Mobile.

NOTE   The Consultations feature is available to beta users only. This means that the feature is still in testing and is tested by the users. To ask about becoming a beta user, complete an enquiry form on the Best Practice Software website.

Start a consultation

  1. Open the patient record from the booked appointment on the Dashboard or from the patient search.
  2. Select Start consult and enter the Reason for consult and your notes. Click the plus button icon (+) next to Finalise to add clinical images, reactions, or general exam details.

  3. Click Finalise once finished, and enter the Billing information for reception. If no reason for consult is selected, Best Practice Mobile will prompt you to enter one.
  4. Click Finalise again to update the booking status to 'At billing'.

A consult can only be open on one device at one time. A warning will display if a user attempts to open a consult on a second device. Best Practice Mobile will auto-save consultation data to Bp Premier in 5 second intervals.

When a consultation is finalised in Bp Premier or Bp Mobile, it cannot be re-opened in Bp Mobile.

Enter general examination information

Providers can add observations and general exam information through the consult feature. From the patient summary, start a consult and select the plus + icon. Choose General exam from the menu options.

Primary observations that can be recorded include:

  • Pulse - Heart rate, Rhythm, Position
  • Blood pressure - Position, Systolic and Diastolic, Left or Right Arm
  • Temperature - Degrees Celsius, Method
  • Respiratory & O₂ saturation - Respiratory, O₂ Saturation
  • Blood glucose level (BGL) - Level, Resting, Fasting or non-fasting
  • Body measurements - Weight, Height, BMI, Waist/Hip Ratio

Details entered will save securely to Bp Premier, with corresponding structured notes.

general exam fields with populated notes

Enter a patient's reactions

To add information about a patient's reactions, open the patient summary and start a consult. Select Reactions from the plus + icon menu. From here, you can add, edit or delete a reaction.

  • Add or edit a reaction agent by class, brand or as a non-drug.
  • Enter the Nature of reaction. Severity, and additional comments if required.

Details entered will save securely to Bp Premier, with corresponding structured notes.

NOTE  The values in the Reaction agent and Nature of reaction fields reflect the values available in Bp Premier. If a reaction does not exist in Bp Premier it will not be available in Best Practice Mobile.

Close a consultation without finalising

To record a non-visit record update from an open consultation:

  1. Tap the consultation Type link.
  2. Select Record update and choose Non visit.
  3. Tap Done to save.

The consultation can now be closed without entering a reason for visit or billing information.

A consultation can also be closed without finalising by using the Close button. Bp Mobile will prompt for a Reason for consult and remind the user that no notes have been added for the consult. This is the same workflow as what is seen in Bp Premier.

Some Clinical User Preferences set in Bp Premier will be enforced in the Bp Mobile workflow when closing or finalising a consultation: specifically, Allow Blank Notes, Prompt if no notes recorded, Enforce entry of Reason of Visit when closing patient record, Prompt for Reason for Visit.

Open a recent consultation from the Dashboard

From the Dashboard, select View All next to Recent, then tap the patient name to open their patient summary.

Add and edit Actions and Reminders

Providers can add and update actions and through the consult feature. From the patient summary, start a consult and select the plus + icon. Choose Clinical notifications from the menu options.

  • Actions are a way to record an activity related to a patient, doctor, or the practice that needs to be performed by a practice staff member.
  • Clinical reminders are recorded against a patient record and sent to the patient a remind them that they need to have some assessment, test or procedure performed.

Pick from the Action and Reminder list set up in your Bp Premier database or if required, you can add a free-text action or reminder.

Details entered will save securely to Bp Premier, with corresponding structured notes.

You can also mark your actions as performed, and your reminders as performed or no longer required. Performed, deleted or no longer required notifications do not show in Best Practice Mobile.

Add an Action or Reminder

  1. To add a new Action or Reminder, open the patient summary and start a consult. Select Clinical Notifications from the plus + icon menu.
  2. Tap + Add Notif. in the top right-hand corner of the screen.
  3. Enter the required information about the Action or Reminder and tap Save.

Edit an Action or Reminder

  1. To edit an Action or Reminder, open the patient summary and start a consult. Select Clinical Notifications from the plus + icon menu.
  2. Tap the Actions or Reminders tab.
  3. Tap the menu [...] button. From this menu you choose to Edit details, Delete, Mark as completed, or Mark as no longer required.

 

Last updated: 16 June 2026