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Solutionreach 411: Four Steps for Sending a Group Patient Message

Posted on Mar 17, 2015 by Solutionreach

    Snowed in? Send a message to the day's patients!



    Snowy Day

    Perhaps you were victim to the record breaking snowfall that the North East has been experiencing this winter season, or maybe a family emergency is to blame for a sudden inability to get into the office that day.

    Solutionreach users: Never fear! Today’s tip is how to contact your patients quickly and easily in the event that something prevents you from keeping your day’s appointments.

    Using Solutionreach to send a group message is a quick and easy way to reach out to a large number of patients in the midst of an emergency and inform them on rescheduling their appointment.  The best part is, you can do this from the comfort of your own home!

    Here is a quick step-by-step for making the most of Solutionreach group messaging capabilities:

    Banner - Let your patients know you aren't coming into the office from your couch
      1. Create a group of the day’s patients.
        Log into Solutionreach and navigate to the reminders page, where you will see an overview of the day’s patients. 

        Click the ‘Create Group’ button at the top right corner of your screen to automatically create a group of patients who have an appointment on that particular day. 

      1. Create your group newsletter.
        Clicking ‘Create Group’ will have taken you to the groups section, where you will be able to select a template to be sent out to your patients. This can be done by selecting ‘Manage Templates’ toward the upper-middle of the page.

      1. Create a template.
        If you don’t want to use one of the templates built into the system (like the Snow Day template that was recently added to the library,) one can quickly be made by selecting ‘Write Your Own Message’ on the left side of the page.  It is a good idea to rename it something like “Snow Disaster Feb 2015” to avoid confusion.

        NOTE:  It is a good idea to already have a template in place just in case an emergency arises.  The template would do the job of informing your patients the office will be closed that day, and to call the following day to reschedule the appointment.  The template doesn’t have to be a novel; its best to keep it short and concise. 

    1. Send out the group message.
      After the template has been created and saved, you are ready to send out the group message. 

      Click on the ‘Send Group Message’ button on the upper left hand corner of the page, then select the group that was created earlier on the reminders page. 

      This can be done by:
      • ‘Step 1’ drop-down box: Select the group entitled ‘Appointments on’ that particular date. 
      • Step 2 drop-down box: Select the template that has been created. 
      • Step 3 drop-down box: Click on the ‘Preview’ button.

      If everything looks good, click ‘Send Message’ and the message will be sent out to those patients. 


    And that is how you can quickly and easily send a group message to the day’s patients. Remember: If you have any problems or questions, we are here to help! Please call your dedicated Client Success representatives at 800-258-7744 and we will be happy to assist you in creating and sending group messages.

    If you were snowed in, grab a cup of hot chocolate and a good book; it only took you a couple of minutes, and there is plenty of fire left.

    About the Author:
    Brett Nielson is a favorite among Solutionreach customers. His energetic dedication to helping healthcare practices succeed comes across in all of his interactions. He specializes in assisting providers and their staff by showing them how to tailor the platform to meet their needs to make the most of the services they receive.

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