If you are a primary care organisation that uses Patient Triage, see this article instead. 👈
What is Patient Triage?
A simple online request form that replaces busy phone lines and email inboxes. Patients submit structured information, and your team receives requests in an organised queue, allowing you to triage, prioritise, and respond safely and efficiently.
The Settings
Only Accurx users with 'Admin' status can customise Patient Triage settings.
Use the Patient Triage settings page to set the forms' opening times, daily form submission limits, suspend forms and customise some of the patient-facing messaging.
To open the settings page, click your workspace's name in the top-right corner, then Settings. 👇
On the left side bar click Patient Triage < Settings 👇
Form availability
Set opening hours for your medical and admin forms
Note: each custom Patient Triage form will be categorised as either an admin or medical form, depending on the forms content. It isn't possible to set opening times for specific forms, only the entire category.
Limits
If useful, you can limit the number of requests that can be submitted each day.
Decide which types of requests you want to count toward the limit: medical, admin, or both.
Temporary suspend Patient Triage Requests
The temporary suspend option can be used to suspend your Patient Triage forms for up to 4 days.
There are a few options when using the Temporary Suspend feature 👇
Disable both medical and admin requests
Disable medical requests only. Patients will still be able to submit admin requests.
There is no feature to temporarily disable admin requests alone.
To suspend medical requests only and allow patients to submit admin queries, ensure the 'Suspend medical request access only' box is ticked 👇
Settings set during suspension override the out-of-hours settings.
Custom Messaging
You can easily customise key patient-facing messages that sit around the form experience. 👇
The sections that can be customised are 👇
Forms available message (shown when both your medical and admin forms are available)
Form submitted
The confirmation message is shown when patients have submitted their request
Proxy text message confirmation: the text message patients receive when a proxy submits a request on their behalf.
Form unavailable
Outside of form hours message (shown when one or both of your admin/medical forms are turned off or outside of the hours you set).
Limit reached message
Suspended patient triage message
Links
Here you can find your services Patient Triage link 👇
If your secondary care service wants to use Patient Triage or you have any further questions, please get in touch with our support team by emailing support@accurx.com or click the message bubble in the bottom right-hand corner of this page👉