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How to Create a Broadcast Patient List

How to create a custom Broadcast list of patients by age, sex, or by adding specific patients, then use it to send Broadcast messages.

What is a Broadcast list?

A Broadcast list is a custom group of patients you can send Broadcast messages to.

Example: Create a list of patients in a certain age range, then send them a reminder to get this year's flu shot.


How do I create a Broadcast list?

  1. In the left-hand menu, click Broadcast.

  2. Click Lists in the top right corner.

  3. Click Create a List.

  4. Choose who to include. See "What can I filter a list by?" below.

  5. Click Save.

Your list appears on the left side of the screen, under Active or Inactive, depending on how you set it up.


What can I filter a list by?

Option

What it does

Age

Include patients in an age range, in years or months. Age is calculated from the date of birth (DOB) in each patient's record.

Sex

Include patients based on their sex.

Add Additional

Search for specific patients by name and add them to the list one at a time.

Filter

Search for a patient to check whether they're on the list.

Note: The Age filter only works for patients with a date of birth in their record.


How do I check if a patient is on a list?

Use Filter. Enter the patient's information to see if they match your list.


How do I remove a patient from a list?

  1. Use Filter to find the patient on the list.

  2. Select the patient.

  3. Click Remove.

  4. Click Save.


How do I send a Broadcast to my list?

When you send a Broadcast, choose your list from the Send To dropdown.

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