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Accurx Web: How to use the inbox
Accurx Web: How to use the inbox

Step-by-step guide on how to navigate the new inbox in Accurx Web

John F avatar
Written by John F
Updated over a week ago
  1. Open Accurx Web by clicking on πŸ‘‰ and sign in using your single sign-on, or email address and chosen password.

  2. Verify your identity if you haven’t done so already with 2 Factor Authentication.

2 Factor Authentication

To find out more information about setting up 2FA, please click here. πŸ‘ˆ

🌟 This is what the inbox looks like at a glance 🌟

First look of inbox when you've signed in

πŸ“₯ Conversations have been split up into 2 separate folders in your inbox:

Assigned to:

These are conversations that have been assigned to you. Here you have an "Open" folder where you can see your active conversations and a "Done" folder of conversations you've previously dealt with. This will help to keep the inbox clean.

🌟 When clicking into a conversation, you'll be able to reply directly to the patient and continue to see your conversation history. 🌟

Direct reply to a patient feature

πŸ“₯ We've added the option for you to click on "Use message template" which will then take you to the Message patient templates page.

⬇️ Here, you have the option to search for your templates, create new templates, preview and also use them in the message you're currently composing.

Using template to respond

πŸ“₯ Once the message has been sent you'll have the option to click "Get a copy" which will copy the message to your clipboard allowing you to save it to the Electronic Patient Record.

How to select the button to receive a copy

πŸ“₯ When you've finished with a patient conversation you can mark your conversation as "Done". To do this, click into the conversation in the "Open" folder and click "Mark as done"

Mark as done feature in the top right hand side

πŸ“₯ This conversation will then appear in the "Done" folder.

The done folder

πŸ›ŽοΈ Any messages that haven't had any activity i.e. a patient hasn't replied/ clinician hasn't sent a message in the last 30 days is auto marked as "Done".

πŸ“₯ It's possible to click into the conversation in the "Done" folder, however, the option to respond won't be there and this message below will appear instead πŸ‘‡

Message that shows when there isn't an option to respond

πŸ“₯ To re-open the conversation to send a message, simply click Re-open at the top right-hand corner.

How to reopen a message

Sent by:

This folder includes the conversations that you have sent to patients.

πŸ’» We hope you like the new inbox. Please let us know what you think by getting in touch with the Support team via our chat bubble in the bottom right-hand corner. πŸ‘‰

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