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Patient Triage: Step-by-step guide

This guide is a resource to help practices launch Patient Triage.

Moreen avatar
Written by Moreen
Updated yesterday

๐Ÿ”” If you don't currently have access to Patient Triage, click here to find out more and sign up for a free trial! ๐Ÿ‘จโ€โš•๏ธ๐Ÿš‘

๐Ÿ”” If you already use Patient Triage, why not learn more about Total Triage, a General Practice workflow in which patients provide information before being offered an appointment? ๐Ÿ‘ฉโ€โš•๏ธ๐Ÿ’ซ

Our recommendations for a successful launch of Patient Triage ๐Ÿ‘‡

  1. Send yourselves a Patient Triage request to see exactly how it works using the Preview option

    Once you click 'Submit Request' at the end of the online form, you can then find your test query in the Accurx inbox under the 'Patient Triage' folder


    โ€‹

    • Banners on your website.

    • A phone message โ˜Ž๏ธ

    • A Batch Message to your patients.

    • A post via the practice Facebook page ๐Ÿ’ป

    • Any other local community groups where practices communicate with patients ๐Ÿฅ
      โ€‹

Before your โ€œGo Liveโ€ date ๐Ÿ“†

Communication resources

See a suggested phone script โ˜Ž๏ธ

For staff (internal):

We are now using a new online system for patients to submit their queries to the practice - called Patient Triage. This is to reduce the number of phone calls we are receiving. Patients will be able to access the request form via links on our practice website and Facebook page. To begin introducing this to a small number of patients, we would like to redirect those who are now calling the practice with their requests.

Suggested phone script:

We are using a new online system where you can submit your medical or administrative request to our practice online instead of queuing on the phone. Are you happy for me to send you the link to submit your request now, so we can take care of you that way?

If the patient says no:

Okay, I am happy to help you now, but I will send you the link now via text so you donโ€™t have to wait next time.

If the patient says, โ€œCan I do it on the computer?

Yes, you can type the link Iโ€™m sending you now into your web browser and submit your query on the computer.

Suggested Automated Phone Message ๐Ÿค–

โ€œThank you for calling [insert practice name].

If you have a medical problem or an administrative query that requires a doctor or a nurse, please tell us how we can help you using our new online consultation service, which is available on our website [practice website].

If you are unable to use the internet or feel you have a medical emergency, please press 1 to speak to reception.โ€

See a suggested social media post๐Ÿ’ป

"We have now gone live with our new online consultation service, Patient Triage. This is a great way for you to contact our practice for non-urgent medical or admin requests. It is very simple to fill out so please do give it a go if you need to contact us. Although the character count is limited on the form, please try to give as much specific and concise information as possible. We really think it is easier for most people than waiting on hold to speak to a receptionist but we would love to hear your feedback. If you do not have access to the internet or find it difficult to use a computer or smartphone you can call reception instead.

You can access the new form from our website: ( insert a link to the website here )"

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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. ๐Ÿ‘‰

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