How to send a Mass SMS to patients

Mass SMS lets you send one text message to every patient in a Worklist at the same time. The patient group is built from a Worklist, so any set of patients you can load there can be sent the SMS.

The message goes to the whole Worklist. There is no way to pick a subset of patients on the send screen, so build the Worklist to contain exactly the patients you want to reach.

Send a Mass SMS

1. Navigate to Practice Wide > Bookings to open the All Patient Bookings window.
2. Use the available filters, such as Date Range, Appointment Type, or Booked MO, to locate the patients you want to message.
3. Click To Worklist to load the filtered patients into the Worklist.
4. At the bottom of the Worklist, click the envelope icon.

5. In the Select Patient Bulk Send Method dialog, select Send Manual Bulk SMS.

6. Enter your message in the field provided. This is a single, plain text message that is sent identically to everyone on the list. There are no templates and no per-patient personalisation.

7. HealthTrack checks the recipient list before sending. Patients without a valid mobile number are always removed. Patients who have opted out of automated SMS are also removed, unless you select the override option on the send screen. If any patients are removed, you'll see a summary of how many recipients have errors and the reason for each.
8. Check the confirmation, which shows how many patients the SMS will be sent to, then click Send.
9. The SMS is sent to all valid patients on the Worklist.

Good to know

• SMS credits. Each message uses SMS credits the same as any other SMS.
• No batch or campaign view. A Mass SMS is recorded as individual messages against each patient, the same as any other SMS. There is no separate batch or campaign report.
• Large lists. A Worklist built from an advanced search holds up to 1000 patients. Worklists built other ways are not limited, so a very large Worklist sends a message to every patient on it.