Use Bulk Actions to take action on up to 1,000 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 or Open Channels" and "Bulk Message".

NOTE: The "Close or 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 1,000 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 1,000. 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. Filter for the Patient Channel statuses you want to bulk message. By default, the "All Messages" view displays Patient Channels in the "Open" and "Needs Action" statuses.

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

3. Select Bulk Message.
   

4. Select the Patient Channels you want to bulk message or choose "Select all" to select up to 1,000 Patient Channels. Tip: Select a range of Patient Channels by holding down the shift key on your keyboard, select the first Patient Channel that you want and the last; all Patient Channels in between will be included.
   NOTE: Up to 1,000 Patient Channels can be selected at once.
   

5. Type your message in the “Draft Message” box. If available, you can choose the most appropriate Quick Response instead. NOTE: Bulk Messages do not respect TCPA hours. 

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 1,000 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 1,000. 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 1,000 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. To access appointments for a different day, select a date by clicking the displayed date or use the arrows to navigate to the appropriate date. 
   

2. To select a range of days, select the date and choose the appropriate option:
   

   • Today: Adjusts the date filter to only encompass appointments for the current day.
   • This Week: Adjusts the date filter to encompass appointments for the full current week, defined by Artera as Sunday through Saturday.
   • Next Week: Adjusts the date filter to encompass appointments for the upcoming full week, Sunday through Saturday.
   • Custom Day: Adjusts the date filter to a single day chosen by the user.
   • Custom Range: Adjusts the date filter to encompass appointments for a custom range, capped at 30 days from the initial date. The first and second dates selected define the start and end of the period.

3. Use the filters panel to select the specific Practice where you want to locate patients. At this stage, apply any additional filters that correspond to the appointments you wish to message. When ready, select Apply Filters.
   

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

5. Select the appointments you want to Bulk Message or choose "Select all" to select up to 1,000 appointments. Tip: Select a range of appointments by holding down the shift key on your keyboard, select the first appointment that you want and the last; all appointments in between will be included.
   NOTE: Up to 1,000 appointments can be selected at once.
   

6. 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.
   

7. 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.
   

8. 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.
   

9. Choose Send to X patients. X will display the count of Patient Channels selected to send the Bulk Message.