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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) After completing the relevant information based on the nature of the request and getting to the step of entering personal information, the proxy will be presented with the below option. 👇
2) When selecting, 'Someone Else', the proxy will be asked to enter information about themselves.
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) The proxy will then be asked to enter the patient's details so that they can be matched correctly within the receiving medical system such as EMIS, SystmOne, or Vision.
Additionally, the proxy will be asked whether they or the patient would like to be contacted regarding the request and the best contact method for this (SMS, phone call, or video call).
4) Once the proxy has provided both their details and the patient's details, they will then have to select who the organisation should contact about the request.
They will also need to confirm if the proxy would also like to receive a confirmation text. (Please note: the patient will always receive a confirmation text when a request is submitted on their behalf.)
5) They will then be guided to the next page to confirm all information is accurate. They will need to select 'Submit request' for the request to be submitted.
6) Once submitted, they will see this submission page 👇
Patients will now see a reference ID on the confirmation page after submitting a Patient Triage request (as shown in the screenshot above).
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.
7) When the request has been submitted, the patient will receive an SMS message to confirm the submission (The proxy will also receive the SMS message if the option to receive one was selected). The SMS will look like the one below. 👇
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 'Unassigned' team 👇
After matching the patient (if this isn't done already) you will be able to use all the same standard features as well as being able to 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. 👉