How to create a list of patients in Vision

Gwynneth Derere
Gwynneth Derere
  • Updated

Search for your patients

Navigate to Vision Plus -->Download Web Files

Find a search that includes the patients you want to send the bulk message to.

The report should include the following columns:

  • Given Name
  • Family Name
  • Date of Birth
  • NHS Number
  • Mobile Telephone
  • E-mail address

⚠️ Make sure you exclude patients who have declined consent for SMS or email communication.⚠️

Run the report by right clicking on the list of patients, selecting 'Table', and clicking 'Save as CSV'

Save the file and import into Patchs

Instructions for uploading the patient list and sending a bulk message are found here: Sending bulk messages.

 

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