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How can I get more of my patients using the Healthera app?

We can help you, safely and securely, invite your patients to use the Healthera app.

Customer Success avatar
Written by Customer Success
Updated over 2 months ago

Inviting patients to download the app has never been easier.

All you need to do is download a patient report from your PMR system, and we can send a text message to all of your patients, inviting them to download the Healthera app. We refer to this as a Multi-Text Invite.

What are the benefits of inviting your patients to use the app?

  • You will see a quicker uptake of patients - this will take pressure off the staff in promoting the app in-store

  • Fewer phone calls from patients who want to chase prescriptions

  • Patients will have easier access to your OTC products, service bookings and clinic offerings

  • On average, patients using Healthera remember to place 2-3 more Rx orders per year

  • Reach your patients instantly with direct messaging and broadcasting

  • Automatic delivery of prescription requests to patients GPs

Pharmacies that do regular Multi-Text Invites tend to see the largest growth, uptake, and success with Healthera. We typically advise that the pharmacy does this once every 3 months, to maximise the benefits of using the app.

Is it safe to share Patient data with Healthera (and compliant)?

The invitation process that we use to invite your patients to join the platform fully complies with GDPR and is a process that we have run thousands of times across the UK. The relevant further GDPR statement on our Multi-Text Invite guidelines can be found here (page 13). We take data protection very seriously and it forms the core of our partnership with Pharmacies.

For the absence of doubt:

  • Patient contact details provided are compliant with GDPR.

  • Registered users will not receive a text invite if their number is already registered on Healthera. Please encourage patients to register their numbers to avoid getting the invites again.

  • There is always some friction in contacting patients and we can help mitigate and solve this to ensure you receive the full benefits of the platform.

Our support team are also available to help patients (support@healthera.co.uk) if they have further questions.
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How do we manage your Patient data?

For us to carry out a Multi-Text invite, the only information we need is the patient's mobile number.

Often, the patient's mobile number can be entered as a home number on the PMR system. It could be more effective to provide us with both of these fields. Any other data can be deleted or removed before sending us the file. This is an important step to limit the sharing of unnecessary information.

We are also ISO 27001 certified - this is a globally recognised standard for keeping information safe. It means that we have strong systems in place to protect data and manage security risks, following best practices.

We do not store patient details - all patient data is deleted after we process your Multi-Text Invite.

What's the process?

Download data from your PMR

Downloading a Report From Pharmacy Manager

  • Navigate to the reporting tab

  • Select 'Show Data Export'

  • Select the category dropdown

  • Chose 'CSV Exports'

  • Select the 'Export Patient Data' report

  • Input date range (we typically recommend the last 3 months)

  • 'Run' the report

  • Select 'Choose directory'

  • Save the report as a CSV file to your computer

Downloading a Report From Positive Solutions

  • Navigate to the 'Setup' drop down box, select 'Patients' and then 'Advanced Search'

  • Click the 'Search' button to open the next window, and then select 'New'

  • If this is the first time you have used this function, a pop-up window will explain the outcomes of an advanced search. If you don't want to see this window again, tick the box and click 'Next'

  • This page gives you the option of targeting specific demographics. For this export, you will want to see ALL patients, so click 'Next'

  • The next page will allow you to search patients by specific allergies. Again, please click 'Next'

  • The next page will allow you to search patients by specific medications, but once more, click 'Next'

  • On the final window, you will need to tick the box in order to run the report straight away, then click 'Finish' to run the report

  • You will then see a list of your patients appear in the new window. Click on the top patient so that it is highlighted in blue (as show in the image), and then click CTRL + A

  • The whole patient list will be now highlighted. You will then need to click 'Action'

  • You will then see a pop up, where you will need to select 'Export Patients' to export the report and save as a CSV file.

Downloading a Report From ProScript

  • Open ProScript, and select 'Main Menu'

  • Select 'Patient/Drug Use' from the 'Reports' menu

  • Select report criteria from the right hand panel and choose 'Home' and 'Mobile' number only.

  • Click 'F10 - Run Report' in the bottom right hand corner

  • The report may take a few minutes to run, depending on the size of the patient list

  • Once the report has finished generating, you can click the 'Save' button at the top of the page

Downloading a Report From RxWeb

  • Open RxWeb and navigate to the 'Reporting' tab

  • In the 'Report Type', select 'Patients'

  • In the 'Report', select 'Patients List'

  • Manually copy or select 'Copy Report to Clipboard'

  • Open an Excel spreadsheet, and copy the information across. A useful keyboard shortcut for this is CTRL + V

  • You can then save the file

Downloading a Report from Titan

  • Open Titan and click 'Views' on the left hand menu

  • Select the 'Reports' tab along the top of the screen

  • Select the 'Patient List with contacts' option

  • Confirm your choice by pressing 'Select'

  • Click the download button next to 'Report Results'

  • Save the file

Now that I've downloaded my report, what's next?

Once you have downloaded your patient file, all you need to do is email this to your Customer Success Manager. You can email this to them directly, or to success@healthera.co.uk.

When emailing your patient file, it is important to password protect the file to make sure data is shared safely, and securely. Make sure to share the password and the file in separate emails.

Your Customer Success Manager will process this for you, and will confirm once your text invites have been sent, and to how many patients. All you will need to do, is to keep an eye on your 'Patients' and 'Orders' tab in Connect for patients signing up and new orders!

Patients will get a text after a week if they have not clicked on the link to download the app. They will get a subsequent reminder after 21 days. If the patient wants to be removed from further invites, they can click 'STOP' in the text message or contact support@healthera.co.uk who will be able to process their request.

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