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Publishing notes to Accuro

For clinics on Accuro, CleverConsult connects at both ends of the day: it pulls your schedule in the morning, and pushes finished notes back into the chart.

Your day sheet arrives automatically​

Each morning CleverConsult pulls your day sheet and the associated patient information from Accuro. Your day appears already populated — you are not searching for patients or typing names to start a note.

Referrals for those patients do not need faxing in either. As the workflow chart puts it: no faxing needed — it's just there.

This answers the question most people ask first: matching is driven by the appointment, not by name lookup. A note is tied to the scheduled patient from the moment it is created, so there is no name-typing step where a typo could attach a note to the wrong chart.

Publishing a finished note​

  1. Review and correct the note as usual.
  2. Press Publish to Accuro.
  3. The note goes straight into that patient's chart — no copying, no pasting.

Not on Accuro?​

Everything above needs the Accuro integration. Without it, finish notes the same way and use Copy and export instead.

Why this matters for templates​

Because CleverConsult can see each scheduled appointment, it uses that to pick a template automatically. See Using templates — including the note there about which attribute actually drives the choice.