Topics Custom Messages Search:  
Custom messages are user-defined messages which can be used to extend the set of messages.
The system can on behalf of the clinic send custom messages (e.g., Season's Greetings) by email or text messages to all patients. Patients having a valid email ID saved in the system will only receive this message.

Field Descriptions

Email: Select this radio button to compose an email as per the requirement.
  • Subject: Enter the required Subject for the email in this textbox field.
  • Message:
    1. This text editor field contains the body of the message.
    2. Both normal text-based email and HTML format email can be composed in this text editor area.
Text Message: Select this radio button to compose a text reminder as per the requirement.
  • Subject: This field is disabled for text messages.
  • Message:
    1. A user can enter the required information in this text area field and then click the OK button to save the changes.
    2. Text messages will have a limit of 405 characters. After every 130 characters, the user needs to add a line break by mentioning the keyword ^brk^ after the 130 characters.

      3. Note: This option is available only for those users who have signed up for that service.
Patient Filter: On clicking this button, the Patient Filter pop-up gets invoked. This pop-up contains filter options as columns that serve as conditions which help the user to send emails.
  • The first column contains Patient Details filters such as First Name, Last Name, Date of Birth, Gender, Location, etc.
  • On clicking each row, the list of filters is displayed and the user can select the required filter.
  • In the second column, the user is required to select the filter matching criteria from the auto-populated drop-down list.
  • In the next column, the user can enter the required details of the patient according to the filter selected in the first column.
  • Once the user clicks the OK button, the changes are saved for those selected patients who come under the applied filter.

    • For example:
  • Patient filter applied with only 'Gender: Female'
  • State Code: New Jersey

    • In this case, the email will be sent to the female patients who are from New Jersey

    Action Buttons

    SEND: Click this button to send the email or text message to the selected patients.
  • On clicking this button, if a user has composed a text message of 405 characters, then the following alert message is displayed:

      "Maximum character limit (130 characters/message) for a single message exceeded.
      Note: To send multiple messages (up to 3 messages can be sent), include ^brk^ in the message.
      E.g.: Message 1^brk^Message 2^brk^Message 3"

  • While sending an email, the sender is notified of the total number of patients receiving the respective email by the following alert message pop-up:

      "Email will be sent to <No. of Patients> patients. Click OK to send and CANCEL to go back."

      For example: Email will be sent to 1461 patients. Click OK to send and CANCEL to go back.

  • While sending a text message, the sender is notified of the total number of patients and messages being sent in the form of the following alert message pop-up:

      • "<No. of Messages> messages will be sent to <No. of Patients> patients. Click OK to send or Cancel to go back."

      For example: 26 messages will be sent to 26 patients. Click OK to send or Cancel to go back.

    CANCEL: Click this button to close the pop-up. If some data is entered on the pop-up, then upon clicking this button, an alert message is displayed as:

    'You have prepared a message to be sent; you will lose the drafted message if you close this pop-up. Do you want to continue?'