🌟 If you don't currently have access to Patient Triage, click here to find out more and sign up for a 6-month free trial! 👨⚕️🚑
Our recommendations for a successful launch of Patient Triage 👇
Complete a test request
Admins can access this by clicking your initials on the Accurx toolbar and then select "Patient Triage". This article here goes through this step by step.
Customise your Patient Triage settings to manage incoming requests
Admins can access this by clicking your initials on the Accurx toolbar and then select "Patient Triage", then "Settings". More info on this here.
Manage your Team Notifications to make sure requests are not missed
Admins can access this from the toolbar. Click on your initials 👉 Manage Organisation 👉 Your Practice 👉 Manage Team Notifications. This article here goes through this in more detail.
Navigate to the “To Assign” Team across the top of the screen, and ensure all reception team members have their notifications on by checking the box next to their name.
Repeat this for other Teams as needed.
Agree on your practice’s workflow in responding to requests, and customize templates for quick responses to common requests.
Example workflows & templates here.
Reroute your calls from patients to the Patient Triage form.
Use our Phone Script to communicate Patient Triage as the new online consultation solution for your practice to your patients, and encourage them to try it out by sending them the link as an SMS.
This will give your team an introduction to managing requests.
Expand the access to Patient Triage by sending a Batch Message with your link to your patients.
Update your website with your unique practice link as soon as you are ready.
Getting set up with Patient Triage
Here is our full article on getting set up with Patient Triage! 🎉
To get started go to your Accurx toolbar and click on the initials icon. Then select ‘Patient Triage’ from the drop-down list and click on 'Settings'.
1. Customise the wording on the Patient Triage form on 3 different pages 👇
Confirmation of submission page
Sent message confirmation
Find out how to do this here ✏️
2. Redirect patients to an existing repeat prescription service.
Find out how to do this here 👨⚕️
3. You can manage the number of incoming requests with 3 options:
Turn on the Out of Hours page 🕒
Temporarily Disable - Medical requests only (admin requests enabled)
Temporarily Disable - Patient Triage (all requests disabled)
Click the links above to find out more about these features.
Tips and Tricks for implementation ✔️
Customise the first and last message your patients see when submitting a triage request, allowing your practice to set patient expectations.
Manage patient expectations by turning on your Out of Hours page and customising your expected response times.
You are able to Temporarily Disable Patient Triage if you are experiencing unmanageable demand.
Before your “Go Live” date 📆
Your team at the practice feels comfortable with the new tool - visit our Patient Triage playlist on our YouTube channel for our recorded webinar and flash demos 🖐️
Your team knows where you’re communicating Patient Triage, and those resources are up to date. This could be through:
Banners on your website.
A phone message ☎️
A Batch text message to your patients.
A post via the practice Facebook page 💻
Any other local community groups where practices communicate with patients 🏥