This article will walk you through how to:
š Log into Accurx Web and your team workspace
š View previous messages to and from patients, and send a new message
š Create and manage message templates
š Use your shared message inbox outside of a patient search
How to log into Accurx Web and my teamās workspace?
1ļøā£ Go to web.accurx.com
2ļøā£ Sign in using your NHS.net single sign-on, or NHS.uk email address and chosen password
3ļøā£ Verify your identity if you havenāt done so already with 2 Factor Authentication. You should have set up 2FA using your mobile phone number or an alternative email address to your NHS address. If not, please set this up to access all the features.
You can avoid having to do this everyday by selecting the option to āRemember me for 30 days'
To find out more information about setting up 2FA, please click here. š
If your team has been set up with a shared inbox, please ensure youāve navigated to the appropriate workspace (instead of your Trustās default workspace). If you have no option to switch workspaces, then please ignore this step.
To do this click on 'Organisation' above your initials and Account in the bottom right-hand corner of the screen, ā¬ļø then click on your team (e.g. Dermatology at NHS trust)
How to view previous messages to and from patients, and send a new message?
Start by searching for a patient using their NHS number and date of birth.
View the history of your own messages with your patient in āMy conversationsā.
View history of any messages that colleagues in your team have sent to the patient in āAll conversationsā (if your team has been set up with a shared message inbox).
If āAll conversationsā does not contain any additional conversations in comparison to āMy conversationsā, it means that no other members of your team have started a conversation with this patient.
To continue an existing conversation (e.g. if you need to send additional messages to a patient regarding a specific appointment), click on the conversation and then click on the 'Message patient' button.
To start a new conversation with the patient, click on the āNew conversationā button.
Attach a file: When composing a message to a patient, click on the 'Attach file' button to include an attachment in your message. This attachment will appear as a link in the text message that the patient receives, which they can download on their personal device.
Allow patient to reply: When composing a message to a patient, click the toggle that says 'Allow patient to reply'.
This allows the patient to reply to your message once. They will not be able to send you any more messages until youāve sent them another message with the option to reply.
Your patient will be able to reply via an online link; they will not receive your mobile number or email address
How to create a new message template, and share it with my team?
Creating templates is a great way to avoid having to rewrite the same message each time you message a patient. To create a new template click on 'Organisation' > 'Organisation Settings', > 'Shared templates' > 'Create new template' ā¬ļø
When creating your template, if youād like to share the template with your team, click on the toggle āShare template with your organisationā. Everyone added to your new workspace will now have access to this template.
If your team hasnāt been set up in a new workspace yet, youāll not be able to share your template with them. To set up a new workspace and shared inbox for your team, please submit your request using this short online form. š
If you wish to view all your templates, or edit any templates, navigate to āMessage Templatesā at the top of your screen. Here youāll see your own templates (ones that youāve created but havenāt shared with your team), and your teamās shared templates.
Click on āEditā to make changes to any of these templates, or āDeleteā if you no longer need the template.
How to use your shared message inbox without searching for a patient?
š„ If youāve been set up in a new team workspace (e.g. Dermatology at NHS Trust), then youāll have a shared message inbox with the other members of your team who have been approved.
š„ To add any team members to your workspace, email support@accurx.com with their name and preferably NHS email address
š„ Once clicking on 'Conversations' in the navigation bar, youāll see your name at the top with āAssigned toā and āSent byā underneath. These are patient conversations that have been Assigned to you and patient conversations that have been Sent by you.
š„ Underneath 'Assigned to' will include your colleagues and teams in your shared inbox, youāll find all conversations that you and your colleagues in your team have had with patients. This allows full collaboration in the inbox with the option to click and view each of these conversations.
š„ If a patient responds to a message, youāll only be notified (in Accurx Web and via email) of messages in āAssigned to. For more detail, please click here. ā¬ ļø
To find out more about using Patient Lists (e.g. with a list of patients that are seen on a regular basis, or are part of a clinic), read more here.
If you have any questions, please don't hesitate to get in touch with the support team by clicking on the green chat bubble in the bottom right-hand corner. š