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Setting up a Patient Group for Bulk SMS

How to set up a Patient Group, assign a profile to the Patient Group, use advanced search and Schedule a Bulk SMS

Justin avatar
Written by Justin
Updated over 3 years ago

For example: A pharmacy that would like to schedule a bulk SMS for their Sleep Apnoea clients.

1. CREATE A PATIENT GROUP

b. Add New

c. Enter in the name of the group

e. Save

2. ASSIGN PROFILE TO PATIENT GROUP

a. In a profile, under Customer Details, select edit

b. Under group, select the desired patient group

c. Save

3. USE ADVANCE SEARCH

b. Under the Scrypt Search tab, select the group you wish to search for

c. Search

d. Select the profiles you wish to include in the Schedule SMS

Note: you can only select profiles that have a phone number in their profile. Please update phone number in your dispense software first.

e. Schedule Bulk SMS

4. SCHEDULE BULK SMS

a. Create New

b. Schedule the Date & Time you wish this message to be sent to your group

c. Type your message you wish to send as SMS

d. Save

You have now Scheduled a bulk SMS to be sent to all customers assigned to the desired Patient Group.

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