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Patient Triage: How to use the Reception Flow
Patient Triage: How to use the Reception Flow
Learn about our new feature in Patient Triage that allows practice staff to submit a triage request on behalf of a patient!
Helen avatar
Written by Helen
Updated over a week ago

🌟 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! 👨‍⚕️🚑

What is the Reception Flow?

Reception Flow is a new feature here at Accurx that allows Patient Triage users to submit a triage request on behalf of a patient e.g. while on the phone 🎉

With this feature, users can seamlessly record and action a triage form, with all requests being automatically matched with a patient in the medical system.

How to access the Reception Flow

The reception flow can be easily accessed from the Accurx toolbar!

  1. Open up the patient in EMIS/SystmOne.

  2. Open up your Accurx Inbox.

  3. Click on the 'Create Patient Triage Request' in the bottom left-hand corner of your screen.

  4. This will open up your internet browser to a new Triage form, where you can select either Admin query or Medical issue. The patient's info will be pulled through automatically 👇

  5. You will then need to confirm that the request is not an emergency.

  6. Complete the triage request form as directed by the patient/proxy.

  7. You will then be asked who the request is about... 👇

'Patient' flow

This option is for when you are filling out the form on behalf of the patient directly. For example, they may be describing their medical issue to you over the phone 📞

  1. Confirm the phone number of the patient.

  2. Review the request and choose how they'd like to be contacted.

  3. Submit the request ✅

'Someone else' flow

This option is used when someone is contacting you to submit a request on behalf of someone else. For example, a patient's mother may be describing their child's earache 👩‍👦

  1. Fill in the proxy details, and click continue.

  2. Review the request and choose how they'd like to be contacted.

  3. Submit the request! ✅

How to find the request in the inbox

  1. Open up your Accurx inbox from the toolbar.

  2. Head over to the 'To Assign' folder and open up the request. The request will be automatically matched to the patient in EMIS/SystmOne!

  3. From here, you can save the request to the record by hitting the 'Save to record' button 👇

  4. You can also mark the request as Urgent ❗

How to action the request

From the Inbox, you can...

  1. Reply directly to the patient (or their preferred contact) with text, NHS info/attachments or a Florey (new!).

  2. Send them a Booking link for a routine telephone appointment (find out more about Self-Book here) 🌟

  3. Add an internal note for your colleagues.

  4. Assign the request to an individual or a team.

Don't forget to mark as 'Done' when the request has been actioned!

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