Phase 4 - Summary

A summary of the consultation is displayed in phase 4. You can edit the consultation as necessary and click on the phase arrows to return to a previous phase.

Click on (Create Report) and select a letter template to generate a report summarizing the consultation. A Word document is generated and opened. You can edit the document in Word. Once the document has been saved, a PDF is generated automatically and linked to the activity the consultation was added for. Click on the Summary phase arrow to refresh the display; the PDF file is then displayed on the Documents tab.

Click on (Finalize Consultation) to close the consultation. The current date is entered in the Completion Date field and the process is closed and you are returned to the activity.

You can view the consultation on the Consultation tab under Related Data in the activity.

If you open a consultation that has been completed, the consultation process is opened, but you cannot edit the data. You can however switch between the phases using the phase arrows.