Search for your patients
Navigate to Reporting --> Clinical Reporting
Find a report that includes the patients you want to send the bulk message to.
The report should include the following columns:
- First name
- Last name
- Date of birth
- NHS number
- Mobile telephone number
- Email address
⚠️ Make sure you exclude patients who are deceased or who have declined consent for SMS / 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.