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Accurx Plus: Patient Triage
Patient Triage
Patient Triage: How to manage your inbound
Patient Triage: How to manage your 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

Out-of-hours changes

We have recently changed how managing inbound works in Patient Triage! See below for how to manage these settings! βš™οΈ

There has been a change to the Out of Hours functionality you may be used to.

You are now able to individually set your working hours for each day of the week and Bank Holidays. You can specify the from and to times in 30-minute slots (e.g. 08:30 to 18:00).

You can decide whether your Patient Triage form is open or closed for each day separately.

Capping requests

You can now set a daily limit for how many Patient Triage requests you can receive on a given day! πŸŽ‰

  1. Click on your initials on the toolbar, then Patient Triage as the screenshot shows.

  2. Click on the 'Settings' tab.

    Screenshot showing the Settings tab to select

  3. Scroll down to 'Opening times & daily limits', and click the 'Edit' button.

    Screenshot showing the Opening times & daily limits and where the Edit button is

  4. You can now set your opening hours and daily limits for each day. To set a limit, you will need to switch on the 'Limit' toggle as shown below.

    The message below is what the patients will see when they try to access the Patient Triage form once the cap has been reached. πŸ‘‡

  5. To block patients from submitting requests whilst you are Out of Hours, you will need to ensure the 'Suspend patient requests while out of hours' toggle shown below is switched on (Yes).

    If you would like patients to still be able to submit admin requests out of hours, you can then tick the 'Suspend medical request access only' box shown.

  6. If you would only like medical requests to be included in your daily limit, you'll need to tick the 'Exclude admin requests from the limit' box highlighted below.

  7. Make sure to click the 'Save changes' button when you're done!

    Screenshot showing the settings page with the Save changes button highlighted


  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. The limit does not apply to out-of-hours - it only applies to working hours.

  3. This limit can include both medical and admin requests, or just medical (allowing patients to submit admin requests beyond the limit).

  4. If you are closed on a given day, the limit will read N/A. If you are open, there can either be no limit, or it can be a discrete number you have chosen (between β‰₯1 and ≀9999).

  5. 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 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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