Skip to main content

Syncing notes with Accuro

For clinics that use Accuro, CleverConsult connects at both ends of the day. It pulls your schedule across in the morning, and it pushes finished notes back into the chart when you are done with them.

Starting your clinic​

Every morning CleverConsult pulls your day sheet and the associated patient information from Accuro, so your day appears already populated. Each patient is there to open, with their referrals already attached. The day is simply there when you arrive. The Schedule button at the top of the patient list, highlighted below, shows the day's appointments.

The CleverConsult chart view with the day's patient list on the left and the Schedule button at the top of the list outlined in red

Publishing a finished note​

Review and correct the note as you normally would, then press Publish to Accuro, which is the teal icon at the start of the row of controls above the generated note.

A patient chart with the Publish to Accuro button outlined in red, at the start of the row of icons above the generated note

The note goes straight into that patient's chart, in one step.

If your clinic uses another EMR​

Everything above depends on the Accuro integration. With another EMR, your referral packages reach CleverConsult by fax, upload or paste, as described in Sending referral packages and How the pre-consult note works. From there you finish notes in exactly the same way, and use Copy and export at the end.

Frequently asked questions​

What happens if someone mistypes a patient's name?

The name comes across from Accuro with the appointment. CleverConsult matches on that appointment and ties each note to the scheduled patient the moment the note is created, so every note lands on the right chart.