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We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Send an Email Broadcast/Blast

Version 14.19

An email broadcast is a way to send a mass email to a defined group of recipients. The Email Broadcast tab in the Patient Message eXchange 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 can think of it as an electronic version of a flyer that may be posted in the waiting room of your practice.

To send an email broadcast, you must be assigned the appropriate Patient Message eXchange permissions (Message_Distribution_Create and Message_Distribution_View). 

Create an Email Template

  1. Select Activities > Patient Message eXchange.
  2. Click the Email Broadcasts tab.
  3. Click the Insert Record button to create a new template.
  4. Enter the following:
  • Start sending: this will be when the email is sent.
  • Sender email: this is the email address of the sender.
  • Name: this is the name associated with the sender email address.
  • Reply to: this is only required if different from the sender email.
  • Subject: this is the subject line of the email.
  • Message: this is the body of the email.
  1. Click the Post Edit button to save.

Define the Recipients of the Email

  1. Select Reports > Demographic Analysis/Recall
  2. In the Patient Demographics tab, define the search criteria for which patients should receive the email.
  3. Click the Send Messages button.  The Patient Message eXchange window will open.
  4. Click the Search dropdown, and select the email template to be used.
  5. Click the Recipient List button to generate the list of recipients based on the criteria previously entered.  Notice that the list of recipient has a total recipients number.  This number indicates how many emails will be sent.  If families have more than one patient with the same email address, OP will only send one email.
  6. Click the Broadcast button.
  7. A confirmation window will appear notifying you of how many message credits will be used to send the emails.  Click OK.
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.