Send Mass Email or SMS (Text)

Send Mass Email or SMS (Text)

OperaDDS   offers multiple options for sending mass emails/text.

  1. Inside of  OperaDDS , navigate to  Recall |  Click on the  Speech Bubble icon |  Click on  Send Mass Email or SMS
  2. Choose  Email or SMS
  3. 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
  1. 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)
  2. Write your message that you would like to send to your patients
  3. 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


Email
  • 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)
  1. In Eaglesoft, open the report titled  Patients on Short Notice Report  | Click  Preview Report  if no other filters are needed
  2. In the Report Preview window,  Right-Click  on the report | Click  Save Data As...
  3. Name the file appropriately and choose  Comma Delimited Files (*.csv) | Save  this file to your desktop
  4. Inside of  OperaDDS , navigate to  Recall |  Click on the  Speech Bubble icon |  Click on  Send Mass Email or SMS
  5. Click on  SMS  | Click  Send To:  Dropdown | Click  CSV
  6. Click  Choose Files  | Select the file from your Desktop, or your save location in step 3
  7. Write your message that you would like to send to your patients
  8. Click  Send
Today's Appointments (Text Only, Maximum of 50 Recipients)

  1. In Eaglesoft, open the report titled  Today's Appointments  | Click  Preview Report  if no other filters are needed
  2. In the Report Preview window,  Right-Click  on the report | Click  Save Data As...
  3. Name the file appropriately and choose  Comma Delimited Files (*.csv) | Save  this file to your desktop
  4. Edit the spreadsheet, deleting all columns  except  Cell Phone
  5. Inside of  OperaDDS , navigate to  Recall |  Click on the  Speech Bubble icon |  Click on  Send Mass Email or SMS
  6. Click on  SMS  | Click  Send To:  Dropdown | Click  CSV
  7. Click  Choose Files  | Select the file from your Desktop, or your save location in step 3
  8. Write your message that you would like to send to your patients
  9. Click  Send


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