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Patient Triage: How to navigate the Settings

This article will guide you through all the sections on the Patient Triage Settings page.

Moreen avatar
Written by Moreen
Updated over 3 weeks ago

πŸ”” If you don't currently have access to Patient Triage, click here to find out more and sign up for a free trial! πŸ‘¨β€βš•οΈπŸš‘

πŸ”” If you already use Patient Triage, why not learn more about Total Triage, a General Practice workflow in which patients provide information before being offered an appointment? πŸ‘©β€βš•οΈπŸ’«

This feature is available to Accurx Desktop with access to Patient Triage.

Only Accurx users with 'Admin' status can customise Patient Triage settings.

Currently, it's not possible to amend the sections under medical and admin requests (except Repeat prescription under admin and Self-referral on the main page).

However, there are a number of settings that can be amended. πŸ‘‡

Availability of the form:

Form hours and request limits

Within this section of the settings, you can decide the following πŸ‘‡

  • Give the medical and admin forms separate opening hours.

  • Set a daily limit on how many Patient Triage requests you can receive each day and which form types count toward that limit.

Suspend Patient Triage

The Temporary Suspend feature can help practices manage demand and reduce the risk of your practice feeling overwhelmed.

Custom messaging

You can customise Patient Triage to include your own wording on some parts of the form. πŸŽ‰

The sections that can be customised are πŸ‘‡

  • Forms available message (shown when both your medical and admin forms are turned on.)

  • Form submitted

    • Confirmation message shown when patients have submitted their request

    • Proxy text message confirmation

  • Form unavailable

    • Outside of form hours message (shown when one or both of your admin/medical forms are turned off or outside of the hours you set.)

    • Limit reached message

    • Suspended patient triage message

      ⚠️ The custom text/paragraph message can't be broken into segments at the moment.

Custom forms:

Routine care

The Routine Care form can be switched off via the Patient Triage settings under 'Forms' πŸ‘‡

Repeat prescriptions

If you have a repeat prescriptions service already in place, you can customise Patient Triage so that patients are signposted to the existing service.

By default, the option to show repeat prescriptions to patients is turned off.

Patient self-referral

This feature allowed you to add an option to your form, allowing patients to see a list of local services they can get in touch with directly πŸ₯


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. πŸ‘‰

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