How to send a Mass SMS to patients
Mass SMS lets you send a single generic message to a group of patients at once. The patient group is built from a Worklist - any set of patients you can load there can be sent the SMS.
The CanSendMassCommunication security permission is required to send a Mass SMS. Users with Manager-level permissions have this access by default. Contact your administrator if the option is unavailable.
- Navigate to Practice Wide > Bookings to open the All Patient Bookings window.
- Use the available filters - such as Date Range, Appointment Type, or Booked MO - to locate the patients you want to message.
- Click To Worklist to load the filtered patients into the Worklist.
- At the bottom of the Worklist, click the envelope icon.
- In the Select Patient Bulk Send Method dialog, select Send Manual Bulk SMS.
- Enter your SMS message text in the field provided.
- Click Send.
- The SMS is sent to all patients on the Worklist.
A common use case is notifying patients when a clinic session is rescheduled. Filter All Patient Bookings by the affected date and location, load the Worklist, then send a Mass SMS with the updated details.