Engage: Patient Guide – Patient Engage

Introduction

The Engage patient portal is here to make managing your health easier and more reassuring. With secure online access, you can view your test results, referrals, and other important health information whenever you need it. Booking appointments is simple, and you’ll receive helpful reminders and follow-up actions from your practice, so you always know what to do next. It’s all about keeping you connected, supported, and confident in your care.

Contents:

Getting Help with Engage
Supported Devices
Accessing your Practice's Engage Portal
Creating a Homepage Shortcut on your Device
Accepting your Invitation to Engage
Navigating Engage
Frequently Asked Questions (FAQs)

Getting Help with Engage

ℹ️ Note: If you are having trouble logging into Engage or information you were expecting to see is not displayed, you should reach out to your medical practice in the first instance to update your details or check whether a document has been published. Only your practice and provider may update your contact or medical information on your behalf.

Supported Devices

Engage has been designed to function best on a mobile, tablet, or desktop device.

Accessing your Practice's Engage Portal

Each practice has their own unique Engage URL to access their portal. When you have been invited to Engage, you will receive a copy of this URL in an email.

It will look something like this, with the name of your practice or provider on the end: https://engage.medirecords.com/[Practice Name]

We would recommend bookmarking or creating a shortcut on your homepage for Engage so you may return to it quickly and easily when needed. We have included information below on how to save a shortcut on your device.

Creating a Homepage Shortcut on your Device

TBC - waiting on Ameer

Accepting your Invitation to Engage

Once you have been invited to join Engage by your practice, you can follow the steps in this article to create your account: Creating an Engage Account.

Navigating Engage

Navigating the Engage platform is designed to be simple and intuitive.

The four main navigation icons provide quick access to the Home Screen, Appointments, Clinical Record, and the To-Do List.
To access Settings (green box), tap on the profile icon in the top-right corner of the screen and select the desired drop-down option.
To view any Notifications (red box) tap on the Notification bell icon in the top-right corner of the screen.

Feature Descriptions:

Appointments: Book appointments or view your appointment history.

Clinical Records: Provides access to any results, medications, documents, consent records, and forms that your provider has published for you.

Settings: Update your primary and secondary address, contact details, time zone and other preferences through Settings. Any changes made here will update the details held by your practice.

To Do: Houses all To-Do tasks that your provider or practice have assigned to you. When a new To Do is sent by your provider, the Notification bell icon will display a counter to let you know how many To Dos remain outstanding.

ℹ️ Note: If you were expecting to see a certain record and cannot find it, please reach out to your practice or provider to ensure it was published.

Frequently Asked Questions (FAQs)

Forgotten Passwords

On the login screen, click Forgot Password? and follow the instructions to reset it. You can also refer to this article: Resetting your Engage Password.

Updating your Contact Information

You can update your contact information directly in the Engage Settings area. Any changes you make will automatically sync back to your healthcare team's record system, ensuring they always have your most current information.

Information Security

Engage uses industry-standard encryption and security measures to protect your health information.

Family Members Accessing your Account

Each patient requires their own account to access Engage. However, future versions may include features for authorised caregivers.