Patient Groups

Modified on Thu, 02 Feb 2023 at 11:22 AM

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

  • 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
  • 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!


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