To send a batch message with Accurx, you must create a CSV file with a list of patients.
What to include on the CSV file
NHS number
Mobile number
Date of birth (in a DD-MMM-YYYY format)
Optional - First Name - if you would like each patient's text to contain their first name or a different name to the one listed in their medical record (e.g. "Dear Joe")
Optional - Email address - if you’d like the message to be sent via email
Note: The information listed above is all you need in your CSV file. Extra columns may cause errors, so please remove any unnecessary data before uploading. As Accurx is a data processor, not a data controller, we’re unable to edit CSV files for you under our data processing agreement.
Creating the CSV file
We are aware of a few ways you can do this but here is one with some screenshots below the correlating actions:
1. Under "Reporting", click "Clinical reporting"
2. Select the report that you'd like to use for your batch message OR create a new report
3. If your report does not include one of the columns listed above you will need to add this as follows:
Right-click on your report and click 'Breakdown results'
Select the arrowhead next to 'Demographics' on the left-hand side
Make sure that "Date of birth", "NHS number" and "Preferred telephone number" are ticked.
4. You need to make sure you have removed any patients who have dissented from SMS communication. To do this:
Click Registration on the left-hand side and then SMS Messages
Make sure that Patient has an SMS consent status recorded and Include patients that have consented to receive SMS messages are both ticked.
Select 'Refresh'
5. Right-click on the list and under 'Table' and select 'Save as CSV'
6. You can select where you want to save your CSV with a suitable name.
And that's it! You now have your list of patients to send a batch message to. Follow these instructions to send a batch message to your patients!
Note: you do not need to remove additional columns or patients that have a landline number, Accurx will do this for you 😊
If you still have any questions or concerns, feel free to chat with us using the green message bubble in the bottom right-hand corner of this page. 👉