Accurx Batch messaging is part of Accurx Plus - a premium tier of Accurx Desktop. Learn more about Accurx Plus, including how to get access here.
You can now create your own templates to send out via Batch messaging. You can also make any existing templates in your Accurx Desktop toolbar available for Batch messaging and share your personal templates with your practice! 🎉
How to create a new template for Batch messaging
1) Click on your initials on your Accurx Desktop toolbar and then click "Manage Organisation" in the dropdown list:
2) Once the Manage Organisation web page loads, select 'Templates & Floreys questionnaires'.
3) Choose from either "My Templates" or your Practice Templates.
My Templates - Creating a template under "My Templates" will mean the template is only visible to you and cannot be accessed or edited by anyone else.
Practice Templates - Creating a template under your practice templates (e.g. "The AccuRx Practice (29392) Templates") will mean the template can be seen and edited by anyone in the practice.
4) Click "Create New Template".
5) You will now be able to compose your template. Give your template a title and add content. You can assign a category that groups your template to make it easier to find in the template dropdown or add a SNOMED code! 😁
You can also add an attachment to your templates 📁
6) To ensure your template is available in Batch messaging, tick the "Batch" box under "Template settings" 👇
⚠️ Please note: you can not currently send out batch messages with links to allow patients to reply with free text or photos. The "Default reply setting" shown in the image above is for individual text messages only. If you create a template and tick this box, your batch messages will be sent out without links for patients to reply to. ⚠️
7) Click "Save Template" when you are finished composing your template.
How to make an existing template available for sending through Batch messaging
You can make any of your existing templates you have created for individual messaging available for Batch messaging. This includes:
Templates you have created for yourself.
Templates your practice team have shared across the practice.
Accurx's pre-built templates.
To do this:
1) Go to the "Templates and Florey Questions" section of the Manage Organisation page. (Follow steps 1 and 2 above).
2) Use the toggles on the right-hand side of the template to select whether a template is available to share with individual patients, batches of patients or both.
DONE! ✅
You can now find your new template in the drop-down when you're sending a batch message 🎉
⚠️ Please note: you can not currently send out batch messages with links to allow patients to reply with free text or photos. If you select a template which has a response link attached by default, your batch messages will be sent out without links for patients to reply. ⚠️