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Here's how to submit requests on behalf of a patient
Our proxy flow feature offers the functionality for parents, guardians, carers, etc. to submit a request on behalf of a patient.
Proxy flow is available for both medical and administrative queries and requests. The process remains very much the same as submitting a Patient Triage request as a patient.
1) Before starting the request, the proxy will need to select the 'Someone else' option and enter the patient's date of birth.
2) After completing the form, the proxy will submit the patients and proxy details.
The reason this information is requested is so that the practice staff can better understand the relationship with the patient, as well as have the relevant contact information if further correspondence is necessary.
3) Next the proxy will submit who should be contacted about the request, the proxy or the patient. They will select the preferred contact method out of text message, phone call and email.
4) The proxy then reviews the request.
6) Once submitted, they will see this submission page 👇
Every successfully submitted request will have a reference ID on the confirmation page.
If the organisation cannot find the request after searching the 'All' and 'Done' tabs in the Inbox, they can contact Accurx Support with the ref ID provided by the patient so we can help to locate this.
When will the patient receive a confirmation message?
Patients will receive a confirmation message informing them that a Patient Triage request has been submitted when it has been submitted via proxy and:
An optional or preferred patient number or email address has been submitted in the request 👇
The confirmation message will be sent to the patient's preferred contact number/email, if provided. If it isn't provided, the message will be sent to the optional number instead.
The content of the confirmation message can be customised by the practice. See this article on how to do this.
Viewing the request in the Accurx Desktop Toolbar
When a proxy request has been submitted via Patient Triage, you will be able to view both the proxy and patient's details in the Accurx desktop toolbar inbox, within the 'Patient Triage' team 👇
After matching the patient (if this hasn't been done already), you will be able to use all the same standard features and respond to the proxy or patient.
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. 👉