This article is for practices who are trying out Patient Triage.

Once Patient Triage is switched on for your practice, you'll get access to a unique link which you can eventually share with your patients. To find your link:

1. Go to your accuRx toolbar and click on the initials icon. Then select ‘Manage Practice’ from the drop-down list.

If you have an accuRx account but no toolbar, you can log in here.

Note: if you don't have an accuRx account then we would recommend running through these steps with someone at your practice who does have an accuRx account. If you'd like to set up your own accuRx account, you can do so following these steps.

2. Once the Manage Practice web page loads, click on either of these getting started links 👇

Note: if you can not see "Getting Started" on your Manage Practice page, email and we can help you get set up!

3. The "Patient Triage" section of Manage Practice will then load. Click "Get started" to get access to Patient Triage for your practice! 🎉

Note: Only accuRx accounts with admin status can click this blue button. (You can find out who the admin is at your practice by clicking on your initials icon on the accuRx Desktop toolbar, then 'Manage Practice' and then 'Practice users'.)

After clicking on the blue button above, your unique link for Patient Triage at your practice will appear 👇

This link has been specifically made for your practice so that when patients visit your link on the internet on a phone or computer, they will see an online form which they can use to give you details about their medical or admin query. Their response to the online form will then come back to the accuRx inbox of the little green toolbar! 😀

(Note: there is no way a patient can access your link until you give it to them)

4. Submit a test request using your link to see how Patient Triage works from the patient's perspective. To do this:

  • Click on your unique link on the Manage Practice page (the one highlighted by the red arrow and circle in the diagram in the previous step).
  • Your online form for your practice will load in your browser. It will look similar to this:
  • Pretend you are a patient and submit a medical or admin query. You can use any made up personal details and query details (e.g. Mickey Mouse with back pain).

5. Once you click "Submit Request" at the end of the online form, you can then return to your little green accuRx toolbar where you should find your test query in the inbox.

By default, various non-clinical accuRx users will get a red dot/notification on their toolbar when a new Patient Triage request comes into the practice. However, all accuRx users at the practice ca view any requests that have come. All Patient Triage request will appear in the new "To Assign" folder of the accuRx inbox. (Note: if you can't find the "To Assign" folder, you likely need to upgrade your toolbar).

Tip: If you'd like to be notified about requests that come in through Patient Triage, you just need to make sure you click "Notify me" in this folder. If you're an accuRx admin, you'll also be able to setup which users in your practice are notified about these messages. More details on this below...

Your test request will likely appear with "Patient not found" displayed on it like this as you are testing it and aren't a patient:

Pull up a test patient in EMIS or SystmOne. You can then use the blue "Search for patient" button to match the request to the test patient before saving the information to the medical record with one-click.

The guide below explains more detail about how you can match up requests to patients and how you can set up which accuRx users are notified about new Patient Triage requests coming into the practice:

What further set up is required?

Patient Triage really is very simple so there's not much further set up required once you've activated your link. Now that you have your link active, you are free to use this at the practice in whatever way works best for you.

Once you've understand how Patient Triage works, we normally suggest sharing the link with your team first so they can try it. You can then decide how you will implement this at the practice. And then, when you are ready, you can start sharing the link with a patients (e.g. by asking your website provider to add it to your website).

We have lots of resources to help with implement Patient Triage in our resource centre 📚 👉

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