This article is for practices who are setting up Patient Triage, accuRx online consultation solution.

Once Patient Triage is switched on for your practice, you'll get access to a unique link which you can share with your patients (by putting it onto your practice website). 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 Patient Triage until you share the link with 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. Find your test request in the accuRx inbox.

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

Who at the practice will receive the patient's request?

All accuRx users at the practice can view any Patient Triage requests that have come into the practice. Patient Triage request will appear in the new "To Assign" folder (see image below) that all users will have access to in the inbox.

(Note: if you can't find the "To Assign" folder, you likely need to upgrade your toolbar).

Various non-clinical accuRx users at your practice will get a red dot/notification on their toolbar too when a new Patient Triage request comes into the practice.

👉 Tip: If you would like to be notified about new requests that come in through Patient Triage, you just need to make sure you click "On" under "Notifications" in the "To Assign" folder.

How do I save my test request to the record?

Your test request may appear with "Patient not found" displayed on it.

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.

Click the button below for a more detailed guide on how you can manage your Patient Triage requests in the accuRx inbox:

What further set up is required for Patient Triage?

Now that you have your link active, we suggest sharing the link with your team so they can also try it. You'll then need to decide how to best implement this at your practice and how you'll share your link with your patients.

We have more resources to help you implement Patient Triage in our resource centre 📚

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