We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Patient Message eXchange

Version 14.19

About the Patient Message eXchange

Path: Practice Management tab > Patient Message eXchange button

The Patient Message eXchange is a feature that allows you to contact groups of patients, with customized bulk messages, through a variety of communication channels. Use of our Patient Messaging eXchange requires credits to send and receive messages. Your message credits balance appears in the Personalized Messages, Email Broadcasts, and Messages Sent tabs.

Once messages are created, you will be informed on the credit usage for each message type:

  • Email message = 1 credit
  • Text message = 3 credits
  • Phone message = 5 credits

See the Patient Message Exchange Credit Plan for messaging credit plan information.

Note:  Keep in mind that messages will only be sent to those contacts who have a preferred method of contact listed.

Patient Message eXchange Map

Number
SectionDescription

1

Personalized MessagesThe Personalized Messages tab creates messages with patient specific information.  These messages are sent to patients using the patient message exchange. 

2

Email Broadcast tabIn contrast to the Personalized Message feature in the Personalized Messages tab where messages are sent out with patient specific information, the Email Broadcast tab delivers the same email (not patient specific) to a list of unique email addresses using a message template. New Messages or previously used messages can be used in the email broadcast.
You will not receive individual delivery receipts for an email broadcast. You will receive bounces and non-deliveries so you can update/correct your records.
An example of an Email Broadcast:  Flu Clinic date and time announcement. 

3

Usage StatisticsThe Usage Statistics tab lists the credits purchased and the credits used for the patient message exchange.  You can check the status of message credit purchases and buy credits in this tab.

4

Messages SentThe Messages Sent tab displays the message sent report for a specified time period.  Send messages are grouped by Contact mode (email, text, phone, work email, work phone). This report can be printed and exported.

5

Contact Preferences tabThe Contact Preferences tab helps you establish the default contact preferences for patients who have not yet expressed contact preferences for specific needs.
Version 14.10

About the Patient Message eXchange

Path: Smart Toolbar > Schedule button > Tracking tab > Confirm button > Visible or All buttons.

The Patient Message eXchange is a feature that allows you to contact groups of patients, with customized bulk messages, through a variety of communication channels. Use of our Patient Messaging eXchange requires credits to send and receive messages. Your message credits balance appears in the Personalized Messages, Email Broadcasts, and Messages Sent tabs.

Once messages are created, you will be informed on the credit usage for each message type:

  • Email message = 1 credit
  • Text message = 3 credits
  • Phone message = 5 credits

See the Patient Message Exchange Credit Plan for messaging credit plan information.

Note:  Keep in mind that messages will only be sent to those contacts who have a preferred method of contact listed.

Patient Message eXchange Map

Number
SectionDescription

1

Personalized MessagesThe Personalized Messages tab creates messages with patient specific information.  These messages are sent to patients using the patient message exchange. 

2

Email Broadcast tabIn contrast to the Personalized Message feature in the Personalized Messages tab where messages are sent out with patient specific information, the Email Broadcast tab delivers the same email (not patient specific) to a list of unique email addresses using a message template. New Messages or previously used messages can be used in the email broadcast.
You will not receive individual delivery receipts for an email broadcast. You will receive bounces and non-deliveries so you can update/correct your records.
An example of an Email Broadcast:  Flu Clinic date and time announcement. 

3

Usage StatisticsThe Usage Statistics tab lists the credits purchased and the credits used for the patient message exchange.  You can check the status of message credit purchases and buy credits in this tab.

4

Messages SentThe Messages Sent tab displays the message sent report for a specified time period.  Send messages are grouped by Contact mode (email, text, phone, work email, work phone). This report can be printed and exported.

5

Contact Preferences tabThe Contact Preferences tab helps you establish the default contact preferences for patients who have not yet expressed contact preferences for specific needs.