Mass Message to All Patients from the Patient Portal
Follow these instructions to send a Mass Message to all of your patients/clients that are portal-enabled. (See How to Find Who Has Patient Portal Enabled Knowledge Base Article.) This works for Basic and Premium Patient Portal users.
1. As a Portal Administrator, log into the Patient Portal Admin site. (See Setting up a Patient Portal Admin Knowledge Base Article.)
2. On the Patient Portal (this screenshot is from the Basic Patient Portal):
a. Go to the Admin Tools tab
b. Click on Mass Portal Messaging button
c. Create your message
3. After the Subject and Message have been created, click the Send button to send. This message will be sent to only the portal-enabled patients/clients.
4. Watch for:
a. A toast notification will show in the bottom right of your browser window
b. The message will appear under the Portal message history
5. The patient/client will receive an alert in their email that there is a new message from their provider.
6. By clicking the link in the email, the patient/client will be directed to the Patient Portal Login.
7. The client will then see the message by:
a. Click the Messages tab
b. The message will show on the left side
c. By clicking on the new message on the left, the patient/client will see message
Watch our short demonstration of the procedure.
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