Blast Configuration - Manage Lists

Location: Admin

 

You need Admin privileges to complete this function.

 

This function lets you manage lists of patients (and/or contacts) for Blast messaging.

 

Pre-defined Lists

The following lists are pre-defined AND automatically refresh as information changes.

•All Contacts

•All Females

•All Males

•All Patients

•Today's Birthdays

•This Week's Birthdays

•This Month's Birthdays

 

If your practice uses this application for Scheduling or Appointment Reminders, these lists are also available and automatically refreshed:

•Today's Appointments

•Tomorrow's Appointments

•Next 7 Days' Appointments

•Next 30 Days' Appointments

•Yesterday's Appointments

•Last 7 Days' Appointments

•Last 30 Days' Appointments

 

Add a Custom List

1.Click MENU > Admin > Blast Configuration.

2.On the Lists tab, click New.

3.Title - Enter a title that describes the list. Avoid using a title that is the same as a pre-defined list.

4.Age - Use this filter to select patients based on an age range. To select all ages enter 0 - 150. If a non-numeric character is entered it will automatically be deleted.

5.Sex - Use this filter to select patients based on sex (Male, Female, Other). To select all sexes, check all three boxes. (The 'Other' box selects patients that don't have a sex specified.)

6.Add Additional Individual Names Here - To add additional patients and/or contacts from the Address Book enter their name, email or phone then select from the list of results.

7.When finished, click Save.

 

The list of patients and/or contacts meeting your criteria are listed on the screen.

•Remove - To prevent someone on the list from receiving the message, click the Remove button before their name.

•Restore - To restore someone you removed, click the Restore button before their name.

•Filter - To find someone in the list, enter one or more of the following: First Name, Last Name, Email, Phone number then click Search. To return to the full list click Clear Search.

•List Analytics - The following counts display at the bottom of the screen. To view the details of a count, click the Download icon for that item. These analytics will help you correct missing information.

•List Total - total count in the list

•All Emails - total count with an email address

•All Home Phone - total count with a home phone number

•All Cell Phone - total count with a cell phone number

•No Email - total count that do not have an email address

•No Home Phone - total count that do not have a home phone number

•No Cell Phone - total count that do not have a cell phone number

•All Removed - total count that you have removed from the list

 

 

While the pre-defined lists automatically refresh as information changes, the lists that you create include only the patients that met the criteria at the time the list was created.

See the steps below to Refresh your list.  

 

 

Refresh List

1.Select the list to refresh.

2.Uncheck then recheck one of the fields.

3.Click Save.

 

Change List

1.Select the list to change.

2.Change the criteria as needed.

3.Click Save.

 

Inactivate List

1.Select the list to inactivate.

2.Click the Deactivate button.

3.Click Save.

 

Reactivate List

1.Select the list to reactivate.

2.Click the Activate button.

3.Click Save.