Patient Triage: User tips

Below are some tips to frequently asked questions from users for Patient Triage.

Will avatar
Written by Will
Updated over a week ago

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Why can't I see the patient requests in my inbox and why wasn't I notified?

  • Make sure you're looking in the 'To Assign' folder in your inbox. This is where you will find the requests from patients using Patient Triage 😊

  • The 'To Assign' folder is solely for Patient Triage Requests

  • If you want to be notified of requests coming through to your practice make sure you have turned on the notifications in the 'To Assign Folder' 👇

What does it mean when it says 'Patient not found'?

  • This means we were unable to match the patient to your practice using 2 Factor Authentification (2FA) or you're using a test patient.

  • When patients submit requests through Patient Triage, they give various pieces of information about themselves. These are their name, date of birth, gender and postcode. These details can be used to search the Patient Demographic Service (PDS)- the NHS database of patients.

    They also enter a contact number. If they provide a mobile number, they are asked whether they have access to the mobile. If they do have access to the mobile, they are sent a code by text which they are then asked to input back into the online form.

What messages can I customise with Patient Triage and how can I do this?

  • We know that some of you may have different messages you want to relay to patients so we have made it possible to customise some of the wording with Patient Triage.

  • You can only edit these messages if you're an admin at the practice

  • To customise these messages select your initials > Patient Triage > Settings

  • You can then customise messages patients will see on the following messages

    • Welcome Page - you can edit the message in the welcome page that you see in the yellow box:

    • Confirmation of submission page - this is the message patients see when they have submitted a request.

    • Sent message confirmation - Patients can elect to receive a message when they have submitted a request and you can edit this message.

What else can I customise as an admin?

How can I be made an admin?

Can patients add pictures/documents/attachments to their triage requests?

  • Patients can add up to 4 pictures. We are looking into other types of attachments in the future.

Is there a maximum file size limit for the photos that patients attach?

  • Patients can upload 4 photos to their triage form, with a maximum file size of 8 MB per photo.

Are the notes and audit trail of the actions saved in the record as well?

  • No, the notes and audit trail are not saved to the record. However, they are saved in the inbox under that request which can be viewed at any point.

How do we not save the patient's pictures?

  • Once the request has come into the “To Assign” folder, before clicking “Save to Record”, untick the “Save Attachments” box below it, and/or click the bin icon to the right of the photo. This way, photos will not be saved.

If it's an inappropriate picture, how do we get rid of it?

People from outside my practice are submitting requests. How do I contact them?

  • When a patient sends in a request through patient triage they will have to add a contact number.

  • If they are not registered to your practice you won't be able to match them to a patient and reply to them directly from the request.

  • You can call them using the number they have added to their request and let them know they have reached the wrong practice.

A patient is spamming our practice through Patient Triage, what can I do?

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. 👉

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