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Patient Triage: How to manage your Patient Triage inbound

We have a number of features designed to help you manage your incoming requests.

Helen avatar
Written by Helen
Updated over a week ago

πŸ”” If you don't currently have access to Patient Triage, click here to find out more and sign up for a free trial! πŸ‘¨β€βš•οΈπŸš‘

πŸ”” 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? πŸ‘©β€βš•οΈπŸ’«

We have made some changes to make it clearer and easier for practices to customise their Patient Triage settings. 🌟

Setting Form Hours and Request Limits

Please note: Only Accurx admins at your organisation will be able to amend the Patient Triage settings

  1. Click on the settings cog on the toolbar, then 'Settings'.


    If you still have the old toolbar, please select Manage Organisation.
    ​

  2. On the left-hand side panel, click Patient Triage > Settings.

  3. In the 'Form hours and request limits' section, click the 'Edit' button.

  4. Here you can set:

    • Opening times for your medical and admin forms separately.

  • Your daily limit of how many requests you can receive and what types of requests count towards it

Make sure to click 'Save' after you have picked your settings!

What do patients see when the forms are closed or the daily limit has been reached?

If a patient tries to start a form when they are closed, they will see the options in the 'Temporary unavailable' section. πŸ‘‡

Note: The message in the yellow banner will show if one or both the medical and admin forms are closed. You can customise this message in the Form unavailable - Outside of form hours message section in the settings. Find out more about this here.

This page tells patients when the form will next be available based on the form hours set in the settings page

If a patient is on the form, and it closes in the next 10 minutes they will see a banner which says 'Closing soon' and gives the details of the form hours set. πŸ‘‡

When a patient is on the form and the time reaches outside of form opening hours, patients will be informed that they can't submit their request at this time. πŸ‘‡

You can customise the message in the yellow banner that patients see when it's out of form hours or the daily limit has been reached! Please see this article to find out more.

Below shows the default message patients will see when they try to access the Patient Triage form once the daily limit has been reached. πŸ‘‡

FAQs

  1. Reception Flow does count towards the limit. However, once the limit is reached, users will still be able to submit Reception Flow requests.

  2. Requests counted towards the limit can include both medical and admin requests, or just medical or admin alone.

  3. Once the limit has been hit, no new patients will be able to access the form, and they will see a customisable message on the landing page of the form. If a patient already started the form, before the limit was reached, they will still be able to submit the form.

  4. You can't split the open hours to create a lunch break or split the open hours.

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. πŸ‘‰

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