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 put on 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 yet then we would recommend running through these steps with someone at your practice who does have an accuRx account. If you would like to get an accuRx account set up, feel free to email and we can help you get set up!

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

3. The "Patient Triage" section of Manage Practice will then load. On this page, you'll have everything you need to launch Patient Triage. 🎉 Click "Reveal your link" to get access to your unique link.

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 Chain toolbar and then 'Manage Practice' and then 'Practice users'.)

Your unique link will appear after clicking on "Reveal your link". 👇

This link has been specifically made for your practice. When patients visit your link on the internet, they will see a form which they can use to submit medical and admin queries. Those queries will then come back to the accuRx inbox of the little green toolbar! 😀

4. Submit a test request using your link to see how Patient Triage works from the patient's perspective and how requests come into the accuRx inbox.

To do this, click on your unique link on the Manage Practice page (as highlighted above) and then fill out a request pretending you are a patient - you can just use some made up personal details.

Your request will then appear in the "To Assign" section of the accuRx inbox. It will most likely show as "Patient not found" in the yellow header if you are using a test patient.

You can search for a patient and match the request to them. This guide explains more detail about how you can do this:

5. When you are ready, you can give this link to real patients by text and/or putting it on your website!

We’ve created a policy template to make it easy to implement Patient Triage at your practice. Take a look 👉

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