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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

Alice avatar
Written by Alice
Updated over a week ago

1️⃣ Open Accurx Web by clicking on πŸ‘‰ and sign in using your single sign-on, or email address and chosen password.

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

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

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

As you can see there are a few updates:

πŸ“₯ The Notifications button has been removed from the Navigation Panel on the left-hand side and you'll now see the number of notifications you have in red in the top right-hand corner of the Conversations button. πŸ‘‡

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

  1. 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. 🌟

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.

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.

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"

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

πŸ›ŽοΈ Any messages which 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‘‡

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

2. 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. 😊

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