All Collections
Accurx Web
Patient and Clinic Lists
Accurx Web: How to manage my Patient Lists
Accurx Web: How to manage my Patient Lists

Patient lists helps you save patient searches in a list, without having to search for these patients each time.

John F avatar
Written by John F
Updated over a week ago

Patient Lists is an Accurx Web feature that allows you to add multiple patients to a list without having to type their NHS number and date of birth each time! As well as join a call, share a list with a colleague, send a message, and much more all at the click of a button!

You can set this up directly in Accurx Web, here's how:

2. Verify your identity if you haven’t 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 here.

3. Click Patients > Patient lists

How do I create a new list?

1. To create a new list, click Create new list in the top right-hand corner.

2. You will need to name your new list.

Naming your new list

3. Click Save and your list has been created!

4. To add patients to the list, click Start adding patients.

5. To add patients individually, input their NHS Number and Date of Birth.

How do I add multiple patients to my list?

Upload a spreadsheet (CSV file) containing patients from your patient administration system (PAS).

Your CSV file should contain two columns named:

  • NHS number

  • Date of Birth

Files can have a maximum of 250 patients.

This gif shows how to create a new list

It's also possible to include dates and times in the spreadsheet to create scheduled appointments for each patient. To find out more about how to do this, please click here.

How do I remove patients from my list?

To remove patients from your list, click on the three dots next to 'Contact' and then click 'Remove from list'.

How to delete a list?

Select the list you'd like to delete, click 'More' in the top right-hand corner then 'Delete list'

How can I order my list?

Click on the drop-down menu under 'Sorted by' and select the option that works for you.

How can I share my list?

  1. Click on ‘More’ next to the List title and select share List

2. You will be given the option to share the patient list with your colleague or with your Workspace.

3. To share the list with your colleague, enter their NHS email address in the box like below.

To share the list with your organisation, tick the box to "Share with everyone" like below.

❓ I've received an error saying it can't add the patients.

Some errors you might see: If we cannot add your patients we will let you know along with the reason. It will look something like this.

Some of the error messages shown when you can't add patients

❓ How can I resolve these errors?

If you've received...

  • Invalid Date of birth - this means the format in the CSV is not accepted. Please change to one of the following 24/06/1933 or 1933-06-24

  • Patient not found - this means we cannot match the date of birth and NHS number to a patient on PDS and therefore have not added them. Check that the details are correct.

  • Invalid NHS number (not shown above) - this means the NHS number does meet the expected format, it might have too many characters, etc. Please check your CSV.

  • X patients are already in the list - these patients are already in the list and we will not add them again

For any questions or further help, please start a live chat with us by clicking on the message icon in the bottom right-hand corner. 👉

Did this answer your question?