In-App Bulk Emailing

You have the option to use a third party to send bulk emails to your patients. This is especially helpful if you have a custom design to employ. However, if you prefer to keep it all in-house, that’s fine, too. This article shows you how to send an email to a large group of your patients from right inside the EMR.

From your “Patients” tab, click the email icon in the upper right hand corner.

From there, enter your subject line and the content of the email. There are content variables you can use for personalization, such as [patientname], [patientfirstname] and [accountname].

Next, select whose patients should be included in distribution by checking the boxes next to the appropriate physicians. Before you send the email, you can elect to send yourself a test to make sure everything looks and works the way you want it.

If you have an attachment, you can upload it now. Please make sure your file is under 10MB. If you send yourself a test, the attachment will show there so you can ensure it’s formatted correctly.

You can send the email right then, or you can schedule delivery for some time in the future by checking the box for “Schedule delivery.”

During a final review, follow the prompts to complete the distribution process. During this step, you can opt to remove particular patients from the distribution list by simply unchecking the box next to their name. At that point they’ll be excluded from the bulk email.

If for any reason the email cannot be distributed to someone on the list, the author of the note will be notified by email.

Distribution Frequency

In order to prevent your account from being flagged as spam, we only allow one batch to be sent per user per day. If too much volume goes out from a single domain, often other servers will shut off access.