How to create a list of patients in EMIS

Search for your patients

From the EMIS ball - navigate to 'Reporting' --> 'Population Reporting (Search and Reports)'

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Find a patient report that includes the patients you want to send the bulk message to.
The report Definition 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.

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Run the report

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View Report and Export the Data

You can view the report data on the report tab and using the Export button export the data in CSV report format.

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And save the .csv file, for upload into PATCHS. Instructions for uploading the patient list and sending a bulk message are found here: Sending bulk messages

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