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.
User Permission: To send an email broadcast, you must be assigned the permissions: Message_Distribution_Create and Message_Distribution_View. |
Create an Email Template
- Navigate to the Patient Message eXchange window: Practice Management tab > Patient Message eXchange.
- Click the Email Broadcasts tab.
- Click the Add button to create a new template.
- 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.
- Click the Save button .
Define the Recipients of the Email
- Navigate to the Demographic Analysis/Recall report: Practice Management tab > Demographic Analysis/Recall.
- In the Patient Demographics tab, define the search criteria for which patients should receive the email.
- Click the Send Messages button. The Patient Message eXchange window is displayed.
- Click the Email Broadcasts tab.
- Use the Search drop-down to select the email template to be used.
- 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. |
- Click the Broadcast button. A confirmation window is displayed notifying you of how many message credits will be used to send the emails.
- 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. |