You can create new message templates to use when messaging patients and healthcare providers. Here's how đ
Hint: Accurx will automatically include the greeting and sign-off, so no need for you to add those!
How to create a template?
Click on your Workspace in the top right hand side, then select "Settings"
The "Manage Templates" page will open up. Here you'll be able to create new templates, edit/delete existing ones and copy templates to your workspace for your colleagues to access too.
Once you have clicked "Create New Template" you can choose if the intended recipient is a patient or healthcare provider. Give your template a title, organise it by category and add a SNOMED code as appropriate. đ Templates can also be grouped under specific team headings by assigning a category that corresponds to the team (e.g., "Reception"). This helps teams quickly locate templates relevant to their workflows.
Note: SNOMED codes can only be used if connected to a medical record system.
When making a healthcare provider template, you can add patient details which will auto-populate from the patient's record. đ
The details which can be added are:
Patient phone number
Patient address
GP address
GP phone number
Note: When you add a 'patient detail' field, we automatically fill it with information from the patient's record. If the record doesn't have that information or your workspace is not connected to a clinical system, we'll leave it blank for you to fill in manually.
When making a patient template you can choose if you want it to be available to be sent via individual and/or batch message, and choose to allow patients to respond. Pre-written Questionnaires, such as the "Hormone Replacement Therapy (HRT) Review," are distinct from Workspace Templates. These Questionnaires are pre-written by Accurx, cannot be edited, and do not appear under your Workspace Templates or editable Questionnaire settings.
How to manage my workspace's templates?
To create shared templates for your workspace or to edit/delete existing ones, click on "Workspace Templates". đ Note: There is no automated way to share templates across different workspaces. As a workaround, you can use the 'Shared Document Method' by creating templates in a shared document and having each practice copy and paste them into their template maker. Admins can view all templates within a workspace, while other users can only see their own templates and those shared with the workspace. This ensures that templates remain organized and accessible within their intended context.
To share a personal template to your workspace so your colleagues can use it go to the "My Templates" tab then click "Copy to Workspace". Personal templates in the 'My Templates' section are personal and persist across your workspaces, making them accessible wherever you log in. When renaming or creating team names, note that some default names (e.g., "Secretaries") cannot be directly created or renamed. If you encounter an error, consider using a variation like "Secretaries Team." Only admins have the ability to amend team names, ensuring consistency and preventing conflicts with system-defined names.
Accessing and Copying Old Templates
If you need to reuse templates from a previous account, follow these steps:
Log in to your old Accurx account.
Navigate to the Inbox section.
Locate messages you previously sent (e.g., to patients) that used the desired templates.
Copy the content from those messages and recreate the templates in your current account
Note: To share your templates with the rest of the workspace on Accurx Web, you'll need to be an approved workspace member. Admins can also adjust sharing settings to control template visibility within a workspace and assign categories for team-specific organisation
If you have any questions, please don't hesitate to get in touch with the support team by clicking on the green chat bubble in the bottom right-hand corner đ