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
*Acceptable Date of Birth formats include: 01-Jan-95, 1995-01-01, 01/01/1995, 01/Jan/1995, 95-01-01, 01/01/95, 01/Jan/95
⚠️ Important
- Make sure all the columns are filled and correctly formatted for all the patients.
- 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.
Note: If you experience any issues, open the CSV file, save it, and then try to upload it again.