Accurx Web: An introduction to booking and scheduling appointments

What are Scheduled appointments from Accurx Web?

Scheduled appointments allow Accurx Web users to upload a list of patients with appointment dates and times.

How do I add patient lists that include dates and times?

An Accurx Web user can upload a list of patients with their appointment dates and times using the patient list feature.

📋Read more about patient lists here.

Step 1:

Create a CSV file containing the list of patients you want to invite.

Your upload needs to contain the following columns:

NHS Number
Date of birth
Appointment date and time (same column)

Your CSV can contain different dates and times. We will search the CSV and return these by clinic day, with the time attached.

(Tip: In some Patient Administration Systems (PAS) you may be able to generate this file automatically).

Step 2

Click on the button below to see a demo on how to Set up and use Patient Lists 👇

Patient Lists Demo

Step 3:

Upload the list of patients, and the appointment dates and times for your patients will be displayed.

Click on ‘Start Adding Patients’
Click on the Upload CSV file button
Find the CSV from where you have it saved & click open - this will upload the list of patients

Step 4

Resolve any errors in the CSV; you may need to go back and upload the list again.

Managing your patient lists with dates & times:

Where can I see the list of patients for different clinic days?

You can view this by clicking on the drop-down arrow next to the Clinic day and clicking on the date you want to look at 😄

To delete a patient list (all days) see here

How do I change a patient’s appointment date or time from the list?

The CSV upload is the source of truth for a patient’s appointment date and time.

To change the displayed date or time:

Edit the patient’s appointment date/time on the CSV you uploaded
Add patients by reuploading the CSV
The updated date/time will now be shown for the patient.

Can a list be shared?

Yes, we know you may want to share your list with colleagues in your organisation (e.g., an administrator creating a list for clinicians or a joint clinic).

To share your list:

Click on ‘View list’
Select share List
Add the email address of the person you want to share the list with
Click share

Can I share my list with people outside of my organisation?

At the moment, you can only share lists with other people in your organisation. It is not currently possible to share lists with colleagues from other organisations.

We know that some of our users work across different healthcare organisations. See here for how to join an organisation in Accurx Web.

Can I batch message all the patients on my list in one go?

Yes, you can send batch messages from Clinic lists in Accurx Web.

If you have any further questions or feedback, please get in touch with our support team using the message bubble in the bottom right-hand corner of this page 👉