Who is notified when a patient request appears in the To Assign folder?
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Patient triage is our online consultation feature, where patients can submit requests to the practice. All Patient Triage requests that are submitted come into the "To Assign" folder within the Accurx Inbox.
By default, notifications are automatically switched on for various non-clinical roles: Admin, Reception, and Secretaries.
How can I switch on/off notifications for Patient Triage requests?
Any user at the practice can choose to turn their notifications on or off for the "To Assign" folder by changing the notifications toggle as shown below. If the toggle has a white box around it, that is the option selected.
You can see what the notifications toggle looks like in the screenshot below. 👇
How can I make sure the right people at my practice are being notified about Patient Triage requests?
There is a feature that allows Accurx admin users to change other users' notification settings. If you have an admin account:
Visit the Accurx Manage Organisation page (You can do this by logging in using the link or clicking on your initials on your Accurx toolbar and then "Manage Organisation")
Once the Manage Organisation web page loads, click on "Team Notifications" as shown below. 👇
You will then see a grid appear with the users and the inboxes as shown below 👇
Use the grey bar at the bottom of the grid to scroll to the right as shown in the screenshot ☝️
Look for the "To Assign" folder along the top of the grid.
Once you find the "To Assign" folder, make sure any users who need to be notified about these types of messages are ticked - this will switch the notification setting to 'On' in their inbox.
Any users who do not need to receive a notification every time a new request comes in should be left unticked.
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. 👉