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Accurx Web: How to use the Shared Inbox within a Workspace
Accurx Web: How to use the Shared Inbox within a Workspace

How to use Workspaces to collaborate within Accurx Web

Kei avatar
Written by Kei
Updated over a week ago

Workspaces are a way for a group of users who regularly work together (eg within a department) to collaborate within one shared space πŸ₯.

Please note: Currently, only Accurx Web users from trust organisations have the ability to create workspaces.

Workspaces can be created by anyone in your organisation with an Accurx account. Once created, colleagues in that organisation can either discover or be invited into the workspace.

Everything sent and received within a workspace can be viewed by all workspace members, allowing for better team-wide visibility of patient communication 🀝

This article will walk you through how to:

  1. Log into Accurx Web to access Workspaces

  2. View your previous patient messages

  3. View the shared inboxes

  4. Assign conversations to colleagues

  5. Access your Accumail conversations with other healthcare providers

1. Logging into Accurx Web to access Workspaces

First, you'll need to log into Accurx Web via web.accurx.com and then sign in using your NHS.net single sign-on, or NHS.uk email address and chosen password. You'll also need to verify yourself via the 2-factor authentication.

To access different Workspaces, click on the "Workspace" switcher on the bottom left of your Accurx Web screen πŸ‘‡

2. Viewing your previous patient messages

To view your previous patient conversations, click on the "Conversations" option on the left-hand side and ensure you're accessing your conversations with patients.

You should be able to see the conversations that are assigned to you, as well as the messages you've sent πŸ‘‡

3. Viewing the shared inboxes

To view your colleague's conversations:

  1. Click on the "Conversations" option on the left-hand side.

  2. Click "Colleagues".

  3. Click on a specific user's inbox.

You should be able to see the conversations that are assigned to that user πŸ‘‡

4. Assigning conversations to colleagues

To assign a conversation to a colleague within a Workspace, you'll need to open the conversation and select this assign option here πŸ‘‡

This will show a list of users within the Workspace. Selecting a user and clicking on "Assign" will assign the conversation to that user. You can also add an optional note.

5. Access your Accumail conversations with other healthcare providers

To view your conversations with other healthcare organisations regarding a patient, select "Conversations with Care Providers" πŸ‘‡

In this section, you'll have the option to:

  • View your conversations with a GP practice/healthcare professional (My Inbox)

  • View the workspace's conversations with a GP practice/healthcare professional (All conversations)

  • View inbound Accumails from a GP practice/healthcare professional (Unassigned)

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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