Send focused messages to the right patients
Patient groups can be used in the Patient Communicator, Email Campaigns, and for Smart Messaging
Creating and Using Patient Groups
- Step 1: Creating a patient group
- Step 2: Sending a message to a patient group
- Step 3: Reviewing not-contacted patients
Step 1: Creating a patient group
- Navigate to the Patient Groups Page on your Patient Communicator product page
- Create a new patient group by selecting the + button in the upper right hand corner
- Add your group filters based on your desired appointment attributes
- Name your group and save
Step 2: Sending a message to a patient group
- In your patient communicator, select Broadcast in the upper right hand corner
- To use a patient group, use "Select from Schedule"
- Select your desired appointment date range
- Select your patient group
- Click Next and Type your message
- Review your message and patients
- Send your message
Step 3: Reviewing not-contacted patients
- Users have the ability to be notified of patients that were unable to be contacted
- To adjust user email preferences
- Navigate to the Location Settings page
- Select your desired user's email preferences
- Enable broadcast exception emails
- Navigate to the Location Settings page
- To review non-contacted patients
- Access the email with title: "Patients unable to be contacted via broadcast message"
- Open the link (user must be signed into their dashboard)
- Review the list and make any necessary notes/contact!
- Access the email with title: "Patients unable to be contacted via broadcast message"
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