-
Inside of
OperaDDS
, navigate to
Recall |
Click on the
Speech Bubble icon |
Click on
Send Mass Email or SMS
-
Choose
Email or SMS
-
In the
Send To:
dropdown box, you can choose
CSV
,
Custom
, or
Patients
(Email Only)
Patients:
OperaDDS
offers the ability to send an email to all active and inactive patients in the system, regardless of communication preferences or active/inactive status in the PMS.
Custom:
OperaDDS
offers the ability to make a custom list of patients for the mass email/text feature
-
In the
Select Patients:
field, type the first or last name of a patient to search for the patient, and click
Add to list
(repeat as needed)
-
Write your message that you would like to send to your patients
-
Click
Send
CSV:
OperaDDS
offers the ability to import CSV files that any Practice Management System can export, providing custom groups of customer contact information for specific campaign purposes. Below are examples of reports in Eaglesoft to send mass texts to, and how to get those lists.
Demonstration below:
-
Choose
Recall
|
Messages
|
Speech Bubble
Icon
-
Choose
Send Mass Email or SMS
-
Choose
Email
or
SMS
-
Select a Template if so desired and choose
Load
(a template is not required)
-
Add or Edit
Subject
-
Add or Edit
Content
-
When clicking in the
Content
box, the
editor
will appear to change font, insert file, images, etc.
-
Choose
Patients, Custom, or CSV
| Click
Send
SMS
-
Type the Text into the SMS box (limit 1000 characters)
-
Choose Recipient, for example - Custom | begin typing a patient's name. When they appear on the list, click
Add to List
-
If a patient was added inadvertently, click
Remove
-
A maximum of 50 patients can be sent a text at once. Once desired patients are selected, click
Send
.
Eaglesoft Users - Generating a list of patients from Eaglesoft.
Sooner if Possible Patients - ASAP List (Text Only, Maximum of 50 Recipients)
-
In Eaglesoft, open the report titled
Patients on Short Notice Report
| Click
Preview Report
if no other filters are needed
-
In the Report Preview window,
Right-Click
on the report | Click
Save Data As...
-
Name the file appropriately and choose
Comma Delimited Files (*.csv) | Save
this file to your desktop
-
Inside of
OperaDDS
, navigate to
Recall |
Click on the
Speech Bubble icon |
Click on
Send Mass Email or SMS
-
Click on
SMS
| Click
Send To:
Dropdown | Click
CSV
-
Click
Choose Files
| Select the file from your Desktop, or your save location in step 3
-
Write your message that you would like to send to your patients
-
Click
Send
Today's Appointments (Text Only, Maximum of 50 Recipients)
-
In Eaglesoft, open the report titled
Today's Appointments
| Click
Preview Report
if no other filters are needed
-
In the Report Preview window,
Right-Click
on the report | Click
Save Data As...
-
Name the file appropriately and choose
Comma Delimited Files (*.csv) | Save
this file to your desktop
-
Edit the spreadsheet, deleting all columns
except
Cell Phone
-
Inside of
OperaDDS
, navigate to
Recall |
Click on the
Speech Bubble icon |
Click on
Send Mass Email or SMS
-
Click on
SMS
| Click
Send To:
Dropdown | Click
CSV
-
Click
Choose Files
| Select the file from your Desktop, or your save location in step 3
-
Write your message that you would like to send to your patients
-
Click
Send