Version 21.0

Overview

Email broadcasts/blasts are helpful when sending practice updates, alerts, or announcements. Think of it as an electronic version of a flyer that would be posted in the practice's waiting room! Prior to sending this mass message, first review the email template.

Create an Email Template

1. Navigate to the Patient Message eXchange window: Practice Management tab > Patient Message eXchange.
2. Click the Email Broadcasts tab.
3. Click the Add button to create a new template.
4. Enter the following:

• Start sending: This is when the email will be sent. When creating a new template, this field defaults to the current date/time.
• Sender email: This field is ignored.  Emails sent through the Patient Message eXchange will be sent by noreply@op.health.
• Name: This field is ignored. 
• Reply to:  Enter an appropriate contact email for your practice.  This email address will automatically populate when a patient hits Reply to your message.
• Subject: This is the subject line of the email.
• Message: This is the body of the email.

1. Click the Save button .

Family Contact Requirements for Email Broadcasts

The following are the family contact requirements:

• Home email
• The Res? checkbox is selected
• Preferred Contact Method > General

From Basic Information > Patient's Preferred Contact Methods: Completing the General field in the Basic Information section will include any family contact with a home email listed and the Res? checkbox selected, in the recipient list for the email broadcast.

From Family Contacts > Preferred Contact Methods: Completing the General field for a family contact will only apply to that individual contact. Family contacts who have a home email listed and the Res? checkbox selected but do not have a Preferred Contact Method selected for General, will not be included in the recipient list for the email broadcast.

Define the Recipients of the Email

1. Navigate to the Demographic Analysis/Recall report: Practice Management tab > 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 is displayed.
4. Click the Email Broadcasts tab.
5. Use the Search drop-down to select the email template to be used.
6. Click the Recipient List button to generate the list of recipients based on the criteria previously entered.  

1. Click the Broadcast button. A confirmation window is displayed notifying you of how many message credits will be used to send the emails.
2. Click OK.