Search by Patient Detail

Summary

To search for specific patients

Select Specific Patients > Patient Detail

• Search by Last Name, First Name, First Name Last Name, Email address, phone number or Patient ID and click SEARCH.  The patient(s) will appear in the Available Patients column. 

Find Patient By

• Click the checkbox next to the patient's name, then Add Checked to move to the Selected Patients column.

Select and Add

• Click CONTINUE to load templates and send messages

Load and send messages

After selecting the patients to message, you’ll be able to select the method of messaging, set up the templates, and message your selected patients by following the steps below.

1. Select Delivery Method: Choose how to message your patient.  Click on the toggle to messaging messaging method.    

Delivery Method Toggles

2. Incomplete notification: A template must be loaded for each selected delivery method in order to send to your selected patients.  Once a template has been loaded, the notification changes to Complete.            

 Incomplete Templates 

3. Select Template: Clicking on any of the notifications in step 2 will allow you to load a preloaded template.  All text fields within the template may be edited. Any changes apply to this sending only.              

 Template Selection    

4. I’m done, ready to send!: Click  SEND to message your patients now or click SEND LATER and select a time to message your patients.

                                                              Ready to Send