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Patient Triage: Resource Centre

This article is a user guide to help practices with access to Patient Triage make the most of the product

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Written by Ben Davies

🔔 If you don't currently have access to Patient Triage, click here to find out more and sign up for a free trial! 👨‍⚕️🚑

🔔 If you already use Patient Triage, why not learn more about Total Triage, a General Practice workflow in which patients provide information before being offered an appointment? 👩‍⚕️💫

If you already have Patient Triage enabled, no additional setup is required to start using the full Total Triage suite. You can proceed without extra configuration.

Welcome to your Resource Centre for Patient Triage! We're delighted you are here and can't wait to help you see the benefits.

Patient Triage is Accurx's online consultation solution, allowing patients to contact their practice via an online form. Can't find what you're looking for? We'd love to help you! Just chat with us using the green message icon in the bottom right corner!

If you don't currently have access to Patient Triage, click here to find out more and sign up for a free trial! 👨‍⚕️🚑

What is Accurx Patient Triage?

Accurx Patient Triage frees up your phone lines and saves you time with simple online access for your patients, all while being fully integrated with your clinical system.

  • It's integrated with your clinical system to save you time with one-click coding and saving to the record.

  • Over 85% of patients rate it as easy to use, with no apps or registration required.

  • If you're already familiar with Accurx, it's not a new system to learn, e.g., replying to patients and assigning requests through the Accurx toolbar.

  • Hub working is not supported, meaning practices cannot share a single triage link across multiple sites.

Patients fill out a simple online form on your practice website, or through the NHS App, to tell you about a medical problem or an admin request. Requests arrive in your Accurx inbox, where your team can save them to the record, assign them to a team or colleague, and reply. There’s no new system to learn: if your team already uses Accurx, it all happens in the same inbox. 😊

Patients don’t need to download an app or create an account to use the form.

How patients submit requests:

How the practice can manage patient requests:

Getting set up with Patient Triage

Each practice will have its own implementation approach but we've listed here some key steps to take to launch Patient Triage:

  1. Find your practice’s unique link and try it yourself. Click the settings cog on your Accurx toolbar, select Settings, then go to Patient Triage → Links. Submit a test request as if you were a patient.
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    💡 Check the right people will be notified about new requests: Patient Triage: Who gets notified about new requests?
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  2. Ask everyone on your team to submit a test request using your unique Patient Triage link. We recommend making sure everyone's familiar with how to fill out a query, what information is requested and how to view and action requests as they come back to the Accurx toolbar.
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  3. Optional: Ask some of your patients to try it

    👉 Tip: Some practices update their practice website (and their patients) after they have asked a few patients to try it first. They may do this by sending out the link in a text template after a phone call or asking the PPG to try it at a meeting.
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  4. Read our Patient Triage Template policy and DPIA, and create and share protocols for how to manage clinical risks.
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  5. Set a process for handling incoming queries.

  6. When you're ready to update your website, work with your IT team to get the link added.
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  7. When you're ready for more patients to start using it, start promoting Patient Triage to your patients.

    👉 Tip: Change your practice's phone message to encourage patients to use Patient Triage while they are on hold or call out of hours.

Tips and tricks

Extra resources

Patients

Patient Triage FAQs

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. 👉

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