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.