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The Accurx app: How to use the Inbox

Here is a step-by-step guide on how to navigate the Inbox in the Accurx app๐Ÿš€

Kes avatar
Written by Kes
Updated this week

Introducing the all-new Inbox in the Accurx app! The inbox makes managing your messages seamless and efficient on the go. You'll be able to stay on top of your conversations easier than ever!

Note: If you're familiar with using the Inbox in Accurx Web or in Accurx Desktop, then you'll be familiar with using the new Inbox feature in the Accurx app!

The Inbox provides a central hub for keeping track of all your inbound and outbound messages. It's perfect for managing everything from patient communications to internal notes, all in one place.

What is the Accurx Inbox?

It allows you to send and receive messages from patients and GPs, manage referrals, handle appointment notes, and share prescriptions. Need to follow up on a patientโ€™s care or flag an urgent message? The Inbox ensures that nothing gets missed, helping you stay organised and in control.

How can the Inbox help me?

The Inbox is here to make your workday smoother. Here are some ways you can use it:

  • Referrals: Follow up on referral queries or share important updates with GPs and/or patients securely.

  • Appointment Notes: Keep track of conversations with patients, and add appointment notes to conversations with patients that only you and your colleagues can see.

  • Prescriptions: Send medication-related updates to patients or notify GPs.

  • Test Results: Share test results with patients directly or escalate to a GP if needed.

  • Collaboration: Use it to flag or discuss important updates with colleagues through tagging and assigning messages to your colleagues.

  • Urgent Messages: Mark messages as urgent to ensure theyโ€™re prioritised.

*Note: Message GP will be available for patients where their GP has opted in.


How do I open the Inbox?

Open the Inbox by selecting Inbox on the appโ€™s Homepage. This will take you to your open conversations. If you're a Trust user, this is how the app's Homepage will look for you๐Ÿ‘‡

If you're a GP user, this is how the app's Homepage will look for you๐Ÿ‘‡

The Inbox at a glance ๐Ÿ‘‡

My Inbox

Contains any ongoing, open conversations. There is also a tab to see your 'Done' conversations, which are conversations that you have closed.

Sent and Scheduled

Contains any messages you have sent to patients in one easy-to-find place.

All Conversations

Contains all conversations that are assigned to different individuals/teams in your workspace. These messages exist in two places at once i.e. the team folder and your own Inbox.

Teams

Contains the teams that are in your organisation, here you can assign conversations to various teams.

Questionnaires

All responses to the Questionnaires that you send out can be found in the Questionnaire section of your Inbox.

Colleagues

Contains any conversations that are currently assigned to your colleagues.

Conversations with Care providers

Here, you can view your own conversations with GP practices or healthcare professionals, as well as all conversations from your workspace with GP practices or healthcare professionals.


Opening a conversation and replying to a patient

When selecting an open conversation, you can reply to a patient and scroll through the conversation to view previous messages. This article shows you step-by-step how to message patients๐Ÿ‘‡ (insert hyperlink once message patient article done)

You can send a templated message by selecting 'Reply to patient' followed by selecting 'Search templates and questionnaires'. You will see a list of preset messages for you to choose from ๐Ÿ‘‡

TIP: Selecting 'preview templates and questionnaires' allows you to see a full list of your templates and questionnaires.

While the 'create and manage templates' takes you to the template section to create new or amend existing templates, which you can add to your message ๐Ÿ‘‡

TIP: You can change the recipient's number or email by selecting the contact info section. You can also opt to email the patient within this section too.


When you're finished with your conversation, you can then select 'Done'. This will then move the conversation to the 'Done' tab in your inbox.

The small flag button can be used to mark a conversation as 'urgent' and will move that conversation to the top of your inbox queue.

The small speech bubble button lets you mark a conversation as 'unread'. This handy feature is great if youโ€™ve opened a conversation by mistake or want to come back to it later, ensuring nothing gets overlooked ๐Ÿ‘‡

TIP: Any messages that haven't had recent activity (e.g. the patient hasn't responded or you haven't sent them a message) will be auto-marked as 'Done' after 30 days.


Re-opening a closed conversation

To re-open a conversation, head to the 'Done' tab, find the conversation that you want to reopen and press 'Reopen' again. This will move the conversation back to the 'Open' tab, so you can continue communicating with your patient. ๐Ÿ‘‡


Inbox notifications

When a patient or GP replies to your messages, you'll get an email notification straight to your NHS email inbox.

Selecting โ€˜Replyโ€™ in an email notification takes you straight to the conversation; on desktop, it opens in Accurx Web, and on mobile, it opens in the Accurx app ๐Ÿ‘‡

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If you still have any questions or concerns, feel free to chat with us using the green message bubble in the bottom right-hand corner of this page. ๐Ÿ‘‰

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