Search for your patients
From the EMIS ball, navigate to Reporting -> Population Reporting (Search and Reports)
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.⚠️
Run the report
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.
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.
