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How to Send a Bulk Message

Send the same message to MULTIPLE patients at once!

Caleb Pilarski avatar
Written by Caleb Pilarski
Updated over 11 months ago

Bulk Message is a fantastic tool to help you reach out to a large group of patients all at one time. This can be used to let patients know you'll be out of the office for a specific day, if you have an event coming up, or simply if you want to keep them up to date on specific things they may need!

To send a Bulk Message in Review Wave go to the CONTACTS tab >SEND BULK MESSAGE page.ย 

1. Choose if you want to send a Text/SMS, Email, or both
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2. Select the criteria to filter who will receive your message. (To send to your Active Patient Base, use "Last Appointment" and set your date range to at least the last 3 months.)

CLICK HERE to view an article on how to set the Recipient Criteria and navigate the bulk message Calendar.
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You also have the ability to select "Additional Criteria". You can narrow patients by providers they have seen in a time period or appointment types attending in a time period.


3. Type out your message or choose a Saved Reply

4. Click PREVIEW. This will be a list of everyone who will receive your message. If ready, click SEND NOW or SEND LATER to schedule at a specific date/time.

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