Here is a step-by-step guide on navigating the new-look inbox. We'll also show you the new manage organisation page and what's changed🚀

Access your Accurx Desktop Inbox by clicking on this icon on your toolbar 👇

Our new sidebar has been redesigned to be more user-friendly, faster and easier to find what you are looking for!

This is where you'll find your current 'Open' and 'Done' patient conversations.

This is where you'll find all previously sent messages and any scheduled messages.

This is where your Patient triage requests will come to if you're using Accurx for your online consultations. If you'd like to find out how you could benefit from using Patient triage, visit our Patient triage page here to find out more!

This is where you will find all conversations anyone in your organisation is having with patients as well as the 'done' folder which will contain any questionnaire, Patient triage requests or conversations that have been marked as 'done'.

This is the place where all patient responses to questionnaires will land, in designated inboxes for each questionnaire aiding visibility and collaboration.

This is where you will be able to view your colleagues' open and ongoing conversations as well as their 'done' folders. This is to help improve visibility and collaboration.

When clicking into an open conversation, you'll be able to reply to the patient and scroll through the conversation to view previous messages. 👇

TIP: You can change the recipient's number by clicking on the pencil next to the 'To:' You can also opt to email the patient as well.

You can also select a pre-made template, by clicking on 'Search templates and questionnaires' you will see a list of pre-set messages for you to choose from.

Once you've sent your message, you'll see the green 'Saved to record' banner. This means that the message has been saved to the patient record.

If you un-check the 'Save' button before sending the message but then want to save the message to the record, you just need to click the 'Save to record' button.

When you're happy you're finished with your conversation you can then press 'Mark done'. This will then move the conversation to the 'done' tab. 👇

TIP: If you mark a message as 'Done' but can't find it in the inbox, head to 'All conversations > Done' and you should be able to find the message in there 🔍.

NEW FEATURE

The small speech bubble button will mark your conversation as 'unread'. This will be useful if you open the conversation by accident but don't want to work on it right now. Giving you peace of mind work will not be missed.

1. Go to the 'Done' tab and click ' Reopen'. It will re-open the conversation in the 'Open' tab for you to carry on communicating with your patient.
2. You can also press the three dots on the message card and click 'Reopen' 👇

We've also redesigned Accurx Manage Organisation within Desktop to help you navigate the settings most relevant to you in fewer clicks, below we will run through some of the key changes and how to navigate them 🆕

Previously this is where you would have landed when you access 'Manage Organisation'

Now when you open this from your toolbar you will land on your Templates settings page 👇 You can easily access all your settings and features using the left-hand column here.

You can send a new batch message via the Batch Messages page on the left-hand column. Click the "Send a batch message" button to start a new message. Here you will also be able to view the details of sent batch messages 📄

This will open up the Choose batch type screen as usual 🎉 Here you can select your batch type and send out a batch message.

You can now switch workspace (your organisations in Accurx) using the switch button in the top right corner👇

If you click the arrows, this should present you with a drop-down list 📄 to select your other organisations or join a new one. Here you will see a list of all the organisations you are a part of and can easily navigate between them.

Click on 'Workspace' to access settings, like team notifications or SMS sender ID👇

In the 'Account' section you can change personal settings like your message signature, security and access to different workspaces 👇

You can control all other Accurx settings such as editing templates, viewing the status of your messages, setting patient triage hours and daily limits and more through the column on the left ✨ This should make it easier for you to find everything in just a few clicks!

Questionnaire settings will now be managed on a separate page to templates. You can create new Custom questionnaires and manage existing ones here 👇

If you need further assistance you can click on the top right-hand corner question mark to get access to our Help Centre with all our articles or contact our user support team. You can also submit your feedback here 😊