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How to select campaign recipients for Call/Recall

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  • How to select campaign recipients for Call/Recall

In order to create a Call/Recall campaign, please do the following steps:

  • Click on Campaigns found on the left-hand side menu
  • Click on Call/Recall

  • To create a new entry click on Add New

  • You will be in the Step 1: Select Campaign Recipients section

In this section, you will be able to add your recipients in three different methods:

A: add patients via Patient ID (recommended for Emis users)

  • Copy your patient’s ID numbers from your clinical system
  • Refer to the Enter patient’s detail section
  • Paste the Patient ID numbers into the Select Patients box on the upper left
  • Click the Move Selected arrow to the lower right
  • Your patient will appear in the Selected Patients box to the right

B: add patients via patient NHS number (recommended for TPP/SystmOne users)

  • Copy your patient’s NHS numbers from your clinical system
  • Refer to the Enter patient’s detail section
  • Select the Patient NHS Number option from the upper left box
  • Paste the NHS numbers into the Select Patients box on the lower left
  • Click the Move Selected arrow to the lower right
  • Your patient will appear in the Selected Patients box to the right

C: search patients by name

  • Refer to the Or find patient’s from your Clinical System lower left of section
  • Type patient’s name into the Patient Search
  • You will see the name appear in the Select Patient box
  • Highlight the patient name, then click the Move Selected arrow
  • Your patient will appear in the Selected Patients box to the right

TOP TIP: Once you have the selected patients, a new blue button will appear below the recipients list with the Excluded Patients. These are patients without a mobile number registered on your clinical system.

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