How to create a list of patients in SystmOne

Dr Ben Brown
Dr Ben Brown
  • Updated

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 (in short date format i.e. 07/08/1988)
  • NHS number
  • Telecom 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.






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