Message Communication

The system has the ability to apply alerts to multiple accounts or send out communication in bulk via Text, Letter, Portal or Email.

A screenshot of a computerAI-generated content may be incorrect.

You can find access this feature under Administration>Message Communication

Sending Communications Out

In order to use this feature, you need to carry out two key tasks prior to sending.

1. Create and Execute an Advanced Report Builder Query or an AI Query Builder Query of the people you wish to use the Message Communication for e.g. All Patients 65 year of age or older who have not had a flu vaccination this year. Ensure that the Advanced Report Builder is ticked as indici enabled, or if using the AI Query Builder, ensure Message Communication is ticked.

2. Create a Mail Merge Document of what you wish to say. This document will be one of the communication modes such as Text or Email and will have System Use ticked.

Once you have completed the above, you can then:

select the relevant Query
Select the Type of Communication Template- i.e. email, text etc
Select the relevant Mail Merge Document
If sending by Letter, email or Portal you will be required to enter a subject.
Click Generate

A list of patients that will receive the communication will appear.

Click Send

Putting Alerts on in Bulk

Ensure you have the appropriate Alert Set up under Configurations>Alerts
Select the Query you wish to use
Select the Template Type as Alerts
Select the Name of the Alert
Select the Priority of the Alert
Enter effective date for the Alert (generally today)
Add a note that will appear on the Alert
Click Generate
The number of alerts to add will appear – Click yes

A screenshot of a computerAI-generated content may be incorrect.