Accurx Web: How to navigate

We've redesigned Accurx to make it easier to get around, and to enable you to message patients and healthcare professionals faster.

Previously, you would have landed here when you logged into Accurx Web 👇

Now, when you open Accurx Web, you’ll land straight in your Inbox 📥. Just like before, this is where you can manage your conversations.

And you can easily switch over to Lists, where you can upload and message lists of patients, view your clinics and send batch messages.

All your messaging options can be accessed from the ‘New’ button in the top left-hand corner of Accurx Web. From the drop-down menu, you can message a patient, message another healthcare practitioner (commonly known as Message GP), or send a batch message if this feature is available for your organisation. This should make it easier for you to send messages in a few clicks!

To the right of ‘New’, you’ll see a message icon. You can use this to message a patient in just one click 💬!

Once you've searched for your patient, you'll be taken to the "New Message" screen. From here you can select a template or questionnaire (in the drop-down below the patient details), allow reply, attach documents and try our new schedule messages feature to save time communicating with patients🌟

You can now search for a patient using the search button in the top left corner.👇

This will bring up a search page where you can search with the patient's NHS number and DOB, or do a more advanced search 👇

Click on the name of your workspace to access settings, like editing templates or changing your message signature. 👇

The 'Workspace' section will take you to workspace-specific settings like the name of your workspace, inviting colleagues, and switching on/off message notifications for different teams 🆕, which is a new feature 🤩 Templates and features like Batch Messaging are also workspace-specific. If you cannot find a template or feature, ensure you are in the correct workspace where it is enabled.

In the 'Account' section, you can change personal settings like your message signature, security and access to different workspaces 👇

Switching Workspaces If templates or features like Batch Messaging appear missing, verify that you are in the correct workspace. Templates and features are specific to each workspace, so switching to the appropriate one may resolve the issue.

You can now switch workspace (your organisations in Accurx) using the switch button in the top right corner👇

If you click the arrows, this should present you with a drop-down list to select your other workspaces or join a new one.

If you need further assistance, you can click on the top right-hand corner question mark to get access to our Help centre with all our articles or contact our user support team. You can also submit your feedback here 😊 For issues like missing templates or features, you can also check if you are in the correct workspace or refer to our troubleshooting guide for workspace-specific settings.