Use Bulk Actions to take action on up to 50 Patient Channels or appointments at once. The Actions menu is available beneath the search bar in the “All Messages” and "Scheduled" views. It is a three-dot menu with two available actions: "Close/Open Channels" and "Bulk Message".

NOTE: The "Close/Open Channels" action is only available within the "All Messages" view. This article will focus on Bulk Messaging. Click here to learn about opening or closing Patient Channels in bulk.

Bulk Messages from the "All Messages" View

The "Bulk Message” action in the "All Messages" view allows you to send the same message to up to 50 patients with a single action. This is handy for sharing updates like overdue payment reminders, insurance information, and more. 

NOTE: You can send a Bulk Message to as many patients as you need, in batches of 50. After sending a message to one batch, you can immediately start another. There is no limit on the number of batches you can send.

To send a Bulk Message from the "All Messages" view, follow the steps below:

1. Navigate to the "All Messages" view. 

2. Select the Actions menu (three-dot menu below the search bar).

3. Select Bulk Message.
   

4. Choose the Patient Channels you want to bulk message.
   NOTE: Up to 50 Patient Channels can be selected at once.

5. Write your message in the “Draft Message” box. If available, you can choose the most appropriate Quick Response instead.

6. To add a translation, select the EN button in the lower right corner of the message composer. Then, choose your language. Always verify the translation with a proficient speaker. 
   

7. Choose Send to X patients. X will display the count of Patient Channels selected to send the bulk message. 
   

NOTE: The line that is used to send the Bulk Message to the patient is the line that is associated with each selected Patient Channel. Therefore, the lines used to send a Bulk Message will vary. 

Bulk Messages from the "Scheduled" View

The Bulk Message action in the "Scheduled" view allows you to send the same message to up to 50 appointments with a single action. This is handy for sharing important updates to appointments like the need to reschedule due to a provider being out sick, inclement weather, etc.
NOTE: You can send Bulk Messages in batches of up to 50. After sending a message to one batch, you can immediately start another as there is no limit on the number of batches you can send. If you need to send more than 50 appointment-related messages in bulk, use the "Patients with Appointments" Audience Source in Campaigns. Click here to learn more.

To send a Bulk Message from the "Scheduled" view, follow the steps below:

1. Navigate to the "Scheduled" view and ensure that you are viewing appointments for the correct date. Remember, by default, today's appointments are displayed.
   

2. Use the filters panel to filter by a single Practice. This should be the Practice you want to locate patients in to send the Bulk Message to. At this time, be sure to include any other filters that correlate with the appointments you want to communicate about. When ready, select Apply Filters.
   

3. Select the Actions menu (three-dot menu below the search bar) and choose Bulk Message. 
   

4. Choose the appointments you want to message patients about.
   NOTE: Up to 50 appointments can be selected at once.
   

5. Select a line to send the Bulk Message from. If a patient has never been messaged from this line before, a new Patient Channel will be created for them to track this conversation history.
   NOTE: Only lines associated with the Practice you filtered by will display. This will also be the line that responses flow back into.
   

6. Write your message in the “Draft Message” box. If available, you can choose the most appropriate Quick Response instead. NOTE: You can also send call and/or email messages. To do so, select the the Call and/or Email tabs and compose those messages, as appropriate.
   

7. To add a translation, select the EN button in the lower right corner of the message composer. Then, choose your language(s). Always verify the translation(s) with a proficient speaker.
   

8. Choose Send to X patients. X will display the count of Patient Channels selected to send the bulk message.