Sending bulk messaging
Click here to review sending bulk messaging through the patient portal.
Sending messages via text, email, and voice can also be done through the same methods the appointment reminders are sent out.
Example use
of bulk messaging:
- Messaging
to large groups of patients without access to the patient portal.
- Sharing
clinic updates with all patients (without relying on all patients looking at a
clinic website).
- Sending
requisitions to all patients due for a test. (Add a custom requisition to the
message).
- Request
feedback from patients, sending a survey attached to the message.
Open client
list manager (Reports > statistics > client list manager).
- Select
the list of patients to message or create a new list to send a message to.
- Highlight
all patients in the current list who should receive the message. (To highlight
all, click on one patient then click above the column names to select all).
- Click
send, select the method to send the message through.
- Click
the method to send the message, then select the specific contact information,
for example a client email address or all appointment reminder email addresses.
- The
send email window (or text or voice depending on previous selection) will open
ready to select a template or type a new message.
- Add
any attachments or intakes as required using the paperclip icons next to the
applicable sections.
*Note the
number of emails that will be sent is displayed at the top under the template
dropdown. To view the actual list of patients the message will be sent to, look
back on the client list manager in the current list box, all highlighted
patients will be receiving the message.
- Click
preview to see what the patient will receive if required.
- Click
send.
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