Accurx Batch Messaging is part of Accurx Plus - a premium tier of Accurx Desktop. Learn more about Accurx Plus, including how to get access here.
Accurx Batch Messaging allows you to send the same message to a group of patients. This includes attaching SNOMED codes or documents to your text message or collecting structured information from a group of patients by sending Florey questionnaires as a batch message!
Step 1: Access Batch messaging
If your organisation has access to Accurx Batch messaging, you can find this via the main Accurx menu. Simply click on your initials from the Accurx toolbar, and select "Batch Messaging."
Step 2: Click "Create a new batch message"
Once you are launched into Accurx Batch messaging (which sits in the browser), to start your first message, click on "Create a new batch message."
Step 3: Click "Upload a CSV file"
Next, you need to choose who your message will be sent to. This is done by uploading a CSV file of patients to be contacted.
🔴 Your upload needs to contain the following columns
EMIS*: NHS Number and EMIS number
SystmOne: NHS Number, Telecom Number (Mobile Number) and Date of Birth**
(*for EMIS organisations in Wales, you will need the same columns as SystmOne practices)
(**For SystmOne organisations only, if you would like each patient's text to contain their own name at the start e.g. "Dear Joe" then you will also need patient name as a column too! )
Note: Ensure that when you create a CSV file, you exclude patients who have declined consent for SMS communication.
Once you have prepared your CSV, click "Upload CSV file" and you'll be able to select the file from your computer to upload.
While your CSV file is uploading, you will see a loading page while we check the patient demographics (e.g. NHS number and phone number).
⚠️ Note: If you are uploading a large list, this can take a few minutes.⚠️
Step 4: Review your patient list
Once you've uploaded your patient list, you will see a page of which patients were accepted and those that weren't.
"Accepted" means these patients have valid NHS numbers and mobile numbers so we can send them a message.
"Not accepted" means these patients do not have valid NHS numbers or mobile numbers so we cannot send them a message.
You can download the list of not accepted patients by clicking on "Download list" - these patients will need to be contacted in another way. (Note: you will be able to download a list of "Not accepted" patients at the end of the Batch messaging flow too!)
Once you're happy with the list of patients you are going to send a batch message to, click "Continue".
Step 5: Write message
You're now ready to write your message. You can either choose to send an "SMS" as a batch message or a "Florey".
An "SMS" means you write your own regular text message. Patients will not be able to reply to these.
If you choose to select an SMS. This is optional, you can also just write your own message. Creating and editing templates can be done in your "Manage Templates" section. Learn more here.
You can also add an attachment. This is optional. This should be a generic attachment as all patients will receive the same one. The patients will be able to access the attachments via a link and will need to enter their DOB. The link expires after 28 days.
A "Florey" is a structured questionnaire. These are the same Floreys you have access to when texting individual patients using the little green toolbar.
Note: Any replies to Florey questionnaires sent via Batch messaging will come back to the Accurx inbox of the little green toolbar just like individual Florey questionnaires do.
Learn more about what Floreys are and how they work here.
After you've completed your message, click on "Review" and you'll be taken to the "Review and send" page.
Step 6: Review and send
On the "Review and send" page, you'll be able to see a preview of the message that will be sent to patients, as well as add a SNOMED code that will be saved to the patient's medical record in your clinical system (either EMIS or SystmOne).
⚠️ Note: You won't be able to add a SNOMED code when sending Florey questionnaires via Batch Messaging. The Floreys will each have their own pre-selected code.
Once you've clicked "Send message" your message will be sent to the patients in the list you uploaded.
All messages are saved to the patient's record in your clinical system. 😎
⚠️ Note: Saving the message takes about 2 seconds per patient, so if you sent a large batch message, check back later if you haven't seen the messages saved yet.
You can view the status of your message, as well as previously sent batch messages in the table. The blue button on the right allows you to refresh the table.
Batch message Delivery statuses
There are a few different delivery statuses displayed in the table:
Delivered = confirmed delivery to the patient's phone
Sent = sent to patients, waiting on delivery confirmation (will fail if undelivered after 3 days)
Failed = Unable to deliver message to patient's phone
Non-textable = Patients without phone numbers
Total list size = all the patients in the list you uploaded
Status = will tell you the current status of the SMS message after sending (E.g. Sent, Delivered or, Failed)