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Accurx Desktop inbox: How to navigate the new look inbox
Accurx Desktop inbox: How to navigate the new look inbox

Here is a step-by-step guide on how to navigate the new look inbox πŸš€

Hannah avatar
Written by Hannah
Updated over a week ago

Our new inbox is more powerful and faster than before. With improved navigation and some new features, you’ll be sure to get the hang of it in no time! 😊

Access your Accurx Desktop Inbox by clicking on this icon on your toolbar πŸ‘‡:

Or carry on reading to see the new inbox at a glance πŸ‘‡

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

My inbox

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

Sent and Scheduled

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!

All Conversations

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.

How to view a conversation thread and reply to a Patient

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

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 'Templates' you will see a list of pre-set messages for you to choose from πŸ‘‡

TIP: Clicking on 'create and manage templates' takes you to the template section to create new or amend existing templates.

Saving your message to the record and marking as done.

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. πŸ‘‡

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 πŸ”.


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.

If you want to re-open a conversation

1. Go to the 'Done' tab and click ' βœ…Done'. 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 'Mark not done' πŸ‘‡

We hope you like the new inbox! Please let us know what you think by filling out this feedback form or if you need any help please get in touch with the Support team via our chat bubble in the bottom right-hand corner. πŸ‘‰

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