All Collections
Accurx Desktop: Setting up and troubleshooting
Accurx Desktop: Sending text messages and making video calls
Sending attachments to patients
Accurx Desktop: How to attach test results, sick notes, and more directly from your clinical system to SMS messages
Accurx Desktop: How to attach test results, sick notes, and more directly from your clinical system to SMS messages

You can now attach documents directly from EMIS/SystmOne/Vision to your texts without needing to save them to your desktop!

John F avatar
Written by John F
Updated over a week ago

You can now attach and send documents directly from the patient record! Please note that this feature is only available for English EMIS organisations, all SystmOne organisations, (and Vision 3 organisations from Summer 2024).

To attach a document from EMIS/SystmOne/Vision:

1) Select a patient in EMIS/SystmOne/Vision.
​

2) Click the message icon in the Accurx toolbar
​

3) You should see the patient's details have come through to Accurx Desktop! Choose what to put in your message - you can simply free text in the box near the bottom, or you can add a pre-written template.
​

4) Click Attach, then click From EMIS Web/SystmOne/Vision

(Sometimes there is a delay in the 'From EMIS Web' option appearing. If you are testing this feature out and jumping straight to attach, please wait a few seconds to see it).


5) Select the file you want to attach

6) Click 'Send now'

Once sent, what the patient receives is an SMS to their mobile phone with a link. When they click on the link, they will be asked to input their date of birth as identity verification, before being able to access the document.

Blood forms/blood test results: we aren't able to attach blood forms/blood test results directly from EMIS or SystmOne. This is because, unlike other documents, blood tests come under 'pathology' and are displayed as input sections, rather than record attachments or documents. However, you can still attach a blood form by saving it as a PDF to your desktop and then uploading the attachment from your desktop.

FAQs

1. Can I attach a document to a template?

  • Yes, you can! This article here runs through how to create your own templates, including adding documents to the template.

2. Can I try out this feature on a test patient?

  • No, this feature is only available to use with real patients.

3. What is the maximum size of an individual file that can be uploaded?

  • 3MB

4. How can I resize an attachment?

  • Remove any unnecessary images in the document

  • If you need to keep the images within a file, this article can help Reduce the file size of a picture in Microsoft Office

  • If you are using Microsoft Word, save using .docx wherever possible as this is usually smaller than .doc

  • If you are exporting a document to PDF, you should have the option to optimize the file size. Choose lower-quality images for a smaller file size.

5. Can it be downloaded multiple times, or only once?

  • Multiple times (no restriction)

6. How long does Accurx host the file, before it is deleted (data retention)?

  • Right now we're not doing any automatic deletion - given the quick launch to enable this as part of the COVID-19 response. However, by definition, all stored documents are only a few days old and we can manually delete anything should an explicit need come up.

7. Where are the documents stored once sent?

  • The files are being stored within Microsoft Azure blob storage which complies with the NHS information governance regulations. The storage itself is only reachable through authenticated connections from within our service - sent links are not direct to storage but rather through our web portal, which requires the patient to supply their date of birth, and is encrypted at rest (see here.)

Use of this service is covered by our Data Processing Agreement which can be found here. As with all of our products, it is fully GDPR compliant.

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‘‰

Did this answer your question?