Find out how to join a workspace within your Accurx Desktop organisation
Please note 📢 This feature is only applied to a selected number of community organisations.
Within a standard Accurx Desktop organisation, each integrated electronic medical record instance will consist of one workspace.
However, some organisations (eg community) can contain hundreds of users who don't work in the same service/team and surfacing all conversations will not be relevant/IG-safe. As a result, we've implemented this feature to enable multiple workspaces within an integrated electronic medical record instance 🎉
How to get started with the Accurx Desktop toolbar
First, you'll need to download the Accurx Desktop toolbar and connect your toolbar to EMIS.
When connecting to an EMIS organisation, you'll need to configure your Accurx organisation ID to the organisation's EMIS CDB number:
Click on their initials in the Accurx toolbar
Navigate to 'Settings'
Change the number next to 'Organisation ID' to the organisation's EMIS CDB number
Click 'Refresh from Server'
After this, someone with EMAS Manager privileges will need to activate you in EMAS Manager. This article runs through the steps on how to do this 🛠️
If you're still unable to connect after the steps above, please check your RBAC settings using the steps in this article.
Joining a workspace
Once your toolbar has connected successfully to your EMIS instance, your initials on the toolbar should appear white and you should see this pop-up 👇
Click 'Continue', which will open up your web browser
Select the 'Join' option on the appropriate workspace. You can also click on the 'members' option to see who the current users are within the workspace
Please note: These workspaces are created based on a comprehensive list provided by your organisation.
Once you've joined a workspace, you can click on 'Open Accurx desktop toolbar' to open your Accurx Desktop toolbar which will be connected to the workspace you've joined 🎉
Joining another workspace
Currently, each user with the multiple workspaces in one electronic medical record feature enabled will only be able to join one workspace within each medical record instance.
If you're looking to switch to another workspace at your EMIS organisation, you'll need to ask the Accurx admin of the current workspace to archive you.
Alternatively, you can also reach out to our support team to action this for you 👪
Once archived, you can run through the flow above again to join a new workspace.
If you still have any questions or concerns, feel free to chat with us using the green message bubble in the bottom right-hand corner of this page 👉