Send an Email Broadcast/Blast

Version 14.19


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, you must first review the email template.

User Permission: To send an email broadcast, you must be assigned the permissions: Message_Distribution_Create and Message_Distribution_View.

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 is the email address of the sender, often a practice email address.
  • Name: This is the name associated with the sender email address, often the practice name.
  • Reply to: This is only required if it is an email address 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 Save button .

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.  

Note: If families have more than one patient with the same email address OP will only send one email.

  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.

Note: Individual delivery receipts are not received when sending an email broadcast. However, you will receive bounces and non-deliveries so that you can update/correct your records.