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
- Surname
- Date of Birth
- NHS Number
- Telecom number
- Email address
⚠️ 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.
