Accurx Desktop: How to get started with the toolbar

To use Accurx Desktop, you'll need your toolbar to look similar to one of the below:

(If you don't have the toolbar, or it looks different from the one below, take a look at this article first)
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You can choose to have the toolbar anywhere on your screen. You can pick up the toolbar and move it by clicking on an area on the toolbar outside of the buttons.

We've built the Accurx Desktop toolbar to be fairly simple and intuitive. Most users can train themselves by trying it out with a test patient (e.g. Mickey Mouse) in EMIS/SystmOne/Vision and using their own mobile number.

This article gives a general overview of what each part of the Accurx Desktop toolbar does.
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If you select a patient in EMIS/SystmOne/Vision and click on the compose message button on the toolbar:

You should then see a window appear that looks similar to this:

The patient's name, NHS number, date of birth, and gender are pulled through from EMIS/SystmOne/Vision along the top of the window. You can also see the patient's consent status and mobile number.

(Note: If you are testing Accurx Desktop, you can change the mobile number in the toolbar to your own; it won't change in EMIS/SystmOne/Vision 😊)

You can use this compose message screen to:

This article explains how to enable patient responses. This includes getting photos from patients! 📸

Click in the 'Search for a template and questionnaires' field to directly search for your template or to view a list of them.

Click the 'Preview templates and questionnaires' box underneath. This will open up the Accurx library of templates that you can browse or search in. Clicking on one of the templates pulls through a pre-written message to the patient.

Learn more about how to use the Accurx library of templates here (you can also learn how to create your own templates here).
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You can search for Pathways directly or if you click in the 'Search for a template or questionnaire' field and then click the 'Preview templates and questionnaires' box at the bottom, select the 'Filter' dropdown and then 'Pathways', you'll be able to select and schedule a series of messages for the patient to be sent at a future date.

Learn more about how to use Pathways here.
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For sending questionnaires, you can search for one directly or need to select the 'Questionnaires' filter highlighted above ☝️, you'll be able to send mobile-friendly questionnaires to your patients and gather structured responses from them.

Learn more about Accurx Questionnaires here.

Video consultations with Accurx work through sending a unique invite link to a patient via text or email. Clinicians can then join the video call on their phone or on their desktop computer.

Learn more about how to use video consultations here.
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You can view your responses to messages (such as patients responding to your messages with text or photos, questionnaire responses, and failed delivery receipts) via the Accurx Desktop Inbox. You can access this from your Accurx Desktop toolbar via the inbox icon.

Learn more about how to manage responses here.

On the toolbar, click on the settings cog, then select 'Settings'.

This will open the Manage Organisation page, where you can manage your account settings or the workspace's settings.

You can also chat with one of the Accurx team on our live chat if you have any questions or need any help. Just click the green message bubble in the bottom right-hand corner of this page. 👉