Patient Tags in Mass Email/SMS

Patient Tags in Mass Email/SMS

Here we will discuss the “Patient Tags” feature in the mass SMS/email section.

Now, we have a new feature where we can filter out the patient tags too and can send mass SMS/emails to the patients under any specific patient tag or multiple patient tags according to our choice.

STEP – 1

Let’s start with creating a patient tag.

Click on the “Patient Tags” under "Patients".



STEP – 2

There you will find an option to add patient tags as shown below.



STEP – 3

There you will be redirected to create your patient tag; add the tag name and save it there like below.



STEP – 4

Now click on the “Mass Email and SMS” submenu under “Marketing”.

There click on the “Create Mass Email and SMS” section as shown below.




STEP – 5

Then the mass email/SMS trigger page will open up and there first we need to give a name of that trigger and then click on “Next”.

After that click on the “Patient” module and click on Next.

Then in the “Action” section, select both the patient status new and existing as shown below.



STEP – 6 

Below the patient status, you will find the “Patient Tag”.

Choose your preferable patient tag and click on “Next”.

Appointment status is applicable if you are using the G99+ appointment booking feature only; else, you can leave that part and click on next.



STEP –7

After that, click on either SMS or email and select the email or SMS template that you want to send, and click “Next”.

Click here if you need assistance in creating email templates.
Click here if you need assistance in creating SMS templates.



STEP –8

There, set the time when you want the mass email/SMS to send.

 

At last, click on submit.

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