What is the Patient panel?
The Patient panel gives you key information about a patient in your Accurx inbox.
The panel has two tabs - Record view and Conversation history - so you can see a patient’s GP record information and their previous Accurx conversations side by side with the message you’re working on.
How the Patient panel helps you
Reply faster, with the patient’s key details in front of you
Save clicks, with less switching between Accurx and your clinical system
Spot important information easily, right next to the patient’s request
Please note: The Patient panel is being rolled out gradually, so not all eligible practices have it yet. To find out more, please email support@accurx.com.
The Record view tab
The Record view tab shows a summary of the patient’s GP record, pulled from your clinical system, so you don’t have to switch to EMIS or SystmOne to check it.
You can expand each section to see more. Record view includes:
Active problems
Past problems
Current medications
Past medications (last 6 months)
Allergies & sensitivities
Past allergies & sensitivities
Investigations (last 2 years)
Immunisations
Please note: Record view shows a summary, so some information in the patient’s full GP record may not appear here. It doesn’t include information excluded under the Royal College of General Practitioners (RCGP) sensitive data-set. You can always check the full record in your clinical system.
The Patient panel uses Record View to pull the record, as these patients are registered at your practice, you don’t need to request the patient’s permission to view them. (Requesting a patient’s permission with a code applies when a different organisation views a patient’s record through Record View.) To find out more, read Record View for Primary Care.
Please note: Record view only shows a record when Record View is switched on for your practice, the patient is registered at your practice and is matched to the conversation.
The Conversation history tab
The Conversation history tab shows the patient’s previous Accurx conversations, so you have the full picture of what’s already been discussed with them.
You can apply filters, such as whether the conversation was with a patient or a healthcare professional, newest activity, or newest or oldest date created.
Click any conversation to open and read it in full.
The list refreshes each time you open the tab, so it’s up to date.
Take action on previous conversations
When you open a previous conversation from the patient panel, you can act on it without leaving the conversation you’re in. For example, you can:
Reply to the patient by clicking Reply
Add a note for your team by clicking Add note
Reassign the conversation using the assignee dropdown
Mark the conversation as done by clicking Mark done
A banner at the top shows the date of the conversation you’re viewing. 👇
Who can see the Patient panel and Record
The Patient panel is available to practices using EMIS or SystmOne.
By default, all approved users in your workspace can see the Record view tab in the Patient panel, for patients who are registered at your practice and matched to the conversation.
Admins can give or remove record-viewing access for individual users, so your practice can decide who sees patient record information in the panel. Everyone keeps access to the rest of the Patient panel, including the Conversation history tab.
To remove or give record access:
An admin should go to Settings.
Select Patient record.
Select Access control.
Find the user and give or removes access to view records.
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 👉