New Articles

  1. 2025 Release Notes

  2. Stop a Campaign

    You can stop a scheduled campaign from being sent out. Follow the steps below to search for a scheduled Broadcast Campaign and stop the messages from being sent. Select Patient > Communications...   >  Campaign Tracking. ...
  3. Start a New Campaign From a List

    You can send/create a new campaign using the patient list from a previously used campaign. Follow the steps below to search for a current or previously sent Broadcast Campaign list and start a new campaign based on that list. Select ...
  4. Inactivate a Broadcast Communication Template

    In the event a Campaign Template is no longer in use, you can inactivate the Broadcast Campaign Template to prevent staff members in your office from using it. Select Patient > Communications...   >  Templates. Use the Show All button ...
  5. Edit a Broadcast Campaign Template

    Follow these steps to edit an existing Broadcast Communication Campaign Template.  Select Patient > Communications...   > Templates. Click Show All . Select your campaign from the list.  Click the ...
  6. Sending (Broadcasting) a Campaign From a Template

    We recommend using a previously created template to broadcast messages to patients. Visit our Add a Broadcast Campaign Template Help Article  for more information on how to create/save a template. Select Patient > Communic...
  7. Release 14.23.0 - December 9, 2024

    New Features and Updates General Reports Show Last Run Date and User for Custom Reports:   We added the ability to store the Last Run Date and Last Run User on custom reports. This will provide users  the ability to see the last ...
  8. Manage Broadcast Communications

    Patient Broadcast Communications allows providers to send targeted one-way communications to multiple patients using various methods (text, email, or phone). Customers can set campaigns with unique parameters to target specific patients, helping t...
  9. Search for a Campaign

    Follow the steps below to search for current or previously sent Broadcast Campaign Communications. Select Patient > Communications...   >  Campaign Tracking. Enter your desired Search  Criteria .  Sent Dat...
  10. Sending (Broadcasting) Using a Blank Campaign

    We recommend using this option if you want to create a quick one-time Broadcast Communication Campaign (i.e. "Our office will be closed on Friday"). Select Patient > Communications...   >  Broadcast Campaign . Select...