What's changed
Previously, Accurx used one fixed greeting per age range that couldn't be edited:
0–7 years old: "Dear parent/guardian of [First name]"
8–29 years old: "Hi [Known as]" or "Hi [First name]"
30+ years old: "Dear [Title] [Last name]"
Now, workspace Admins can:
Edit the wording of each greeting (free text)
Change the age ranges themselves
Choose which patient details to include, and in what combination (e.g. Known as, Title, Surname)
Preview the greeting before saving
Reset back to Accurx's default greetings at any time
📢 Only Admins in the workspace can edit these settings.
Where this applies
Once set up, your workspace's customised greetings are used across:
Compose - individual messages sent from Accurx
Batch Messaging - messages sent to multiple patients at once
Automated messages - including Appointment Reminders and Self-Book follow-ups
Greetings work by automatically filling in information from the patient's record. You only need to set this up once - it's a workspace-level setting, so it applies no matter which platform a message is sent from (e.g Accurx Web or Accurx Desktop).
How to customise your greetings
Open your workspace Settings page.
Select Workspace from the left-hand menu, then click Message greeting. 👇
You'll see a table showing your workspace's current age ranges and greetings. Click Edit to make changes.
For each greeting, you can:
Set the From and To ages. The To age of one greeting automatically becomes the From age of the next greeting, so your age ranges always run consecutively with no gaps or overlaps.
Edit the greeting text freely.
Click Add patient detail to insert a patient detail (like Known as, Title, or Surname) directly into your greeting.
Click Preview under any greeting to see exactly how it will look once sent.
Save your changes once you're happy. If you ever want to go back to Accurx's original greetings, you can reset to default from the same page.
💡Top tip!
If a phone number is shared between family members (e.g. an adult managing messages for an elderly parent), try adding a patient detail like First name into your greeting - even for the 30+ range - so it's always clear who the message is for.
If patient details aren't available
Sometimes a patient's record won't have every detail your greeting needs (for example, no recorded "Known as" name). Accurx falls back gracefully so a greeting is never broken or incomplete:
If this is missing | Accurx will |
Known as | Use First name instead |
First name | Use Known as instead |
Last name | Leave it out |
Title | Leave it out |
Patient's age | Show "Dear patient," |
FAQ's
What patient detail options are available?
Title
Known as
First name
First name initial
Surname
Surname initial
Can I set my own personal greetings, separate from the rest of the workspace? Not yet. In this first version, greeting customisation applies at the workspace level only, so any changes apply to everyone in the workspace.
If you have any further questions or feedback, please get in touch with our support team using the message bubble in the bottom right-hand corner of this page 👉