Overview
We've redesigned Accurx Manage Organisation within Desktop to help you navigate the settings most relevant to you in fewer clicks, this article will run through some of the key changes and how to navigate them π
What's Changed
Your landing screen
Previously this is where you would have landed when you access 'Manage Organisation'
Now when you open this from your toolbar you will land on your Templates settings page π You can easily access all your settings and features using the left-hand column here.
Sending out a batch message
You can send a new batch message via the Batch Messages page on the left-hand column. Click the "Send a batch message" button to start a new message. Here you will also be able to view the details of sent batch messages π
This will open up the Choose batch type screen as usual π Here you can select your batch type and send out a batch message.
Switching workspaces
You can now switch workspace (your organisations in Accurx) using the switch button in the top right cornerπ
If you click the arrows, this should present you with a drop-down list π to select your other organisations or join a new one. Here you will see a list of all the organisations you are a part of and can easily navigate between them.
Making changes to your account
Click on 'Workspace' to access settings, like team notifications or SMS sender IDπ
In the 'Account' section you can change personal settings like your message signature, security and access to different workspaces π
Adjusting your settings
You can control all other Accurx settings such as editing templates, viewing the status of your messages, setting patient triage hours and daily limits and more through the column on the left β¨ This should make it easier for you to find everything in just a few clicks!
Templates
Questionnaires
Questionnaire settings will now be managed on a separate page to templates. You can create new Custom questionnaires and manage existing ones here π
SMS status
Appointment reminders
Patient triage
Reporting
Record requests (Record view)
Accubook
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 π