How to guides

Your complete list of how to guides and videos

Welcome to our user guides, we hope you find everything you need below to make best use of our Upstream solutions. To get started you can just scroll down or use our search below

Complete Video Consultation guide

Complete guide to video consultations including all content needed for clinicians and patients, along with frequently asked questions.

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Clinicians guide to complete consultation from the Collaborate app

How a clinician can use the Collaborate app on their mobile to complete a video consultation

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Clinicians guide to complete consultation from the laptop

How a clinician can use the Clinical Portal on their computer (with webcam) to complete a video consultation

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Patients guide to join appointment from app

How a patient can login to the Engage app to join an appointment with their clinician. Either from the calendar or notifications bar.

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Patients guide to book appointment

How a patient can book an appointment themselves via the Engage app

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Patients guide to complete quick link

How a patient completed a quick link appointment with their clinician

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Clinicians guide to link patients app

How to link a patients app to their clinical portal record, allowing them to self manage and also book future video consultations.

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Clinicians guide to book initial consultation

How clinicians make booking for patient via the clinical portal solution.

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Overview of how video consultations work

Overview of how the video consultation works and your two options to either create a 'Quick Join' link or allow patients to make a booking through the Engage app.