Create your list of patients through CDS queries, or client list manager, and send a message to each of them through patient messaging.

CDS Queries

Setup > Charting setup > CDS query setup.

Select CDS Query and click run report.

Highlight all patients needing the message.

Click send, select patient message.

Select a template or manually type in the message, adding any attachments, forms, or intake forms.

Click send.

All patients will receive a personalized message with the attached requisition.

 

Client list manager

Reports > statistics > client list manager

Select a list of patients and highlight the ones you want to send message to.

Click send and select patient message.

Select a message template or type a message in manually.

Click send.