<aside> 💡 Now that you have completed all the training and everyone is confident in the process, you can start to prepare for Go-Live. The actions below will be useful in the 2-weeks building up to your Go live date and will provide a checklist to ensure that your practice and patients are ready for the change.

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1. Have the practice team test it out

Ensure all staff are comfortable with patient triage by submitting a test request. This is especially important if reception staff will be completing the form on behalf of the patient.

• Access this by Clicking your initials in your accuRx toolbar → Patient Triage → Create a patient request to see how it works

2. Customise your form (Including Out of Hours)

Customise your Patient Triage form by Clicking on your initials→ Patient Triage→ Settings

• Edit your welcome page and confirmation page to share key messages with patients.
• If you use a repeat prescription service, you can redirect patients to it in the form.
• Some practices will choose to temporarily disable the form outside of core hours.
• From the accuRx toolbar staff can manage their signature if they do not wish to have their name and/or surname on any replies to patients. By Clicking on your initials → Clicking your name→ Manage Signature

3. Managing Notifications

Manage your Team Notifications to make sure requests are not missed and people aren’t being notified of requests that don’t impact them.

• accuRx admins can click on their initials→ Manage Practice→ Your Practice→ Manage Team Notifications
• Go to the “To Assign” Team column and ensure all reception team members have their notifications ‘On’ by checking the box next to their name
• Repeat this for other Teams as needed.

4. Templates