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
• 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!