Patient Groups

Modified on Thu, 02 Feb 2023 at 11:21 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 Email Campaigns 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

  • Select your desired template
  • Select the "To" field dropdown 
  • To use a patient group, use "Select from Schedule"
  • Select your desired appointment date range 
  • Select your patient group 
  • Click Next and Compose your email
  • Select "Send" or "Schedule"
  • Review your email details
  • Send your email campaign

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!

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article