To send a batch message with Accurx, you will need to create a CSV file with a list of patients.

For EMIS practices, the CSV needs to have the following columns:

  • NHS number

  • EMIS number

Please note: If your practice is in Northern Ireland, please follow these steps 👉 click here.

For EMIS organisations in Wales, you will need the same columns as SystmOne practices. Click here for more info 👍

Creating the CSV file

In EMIS, you can create a list of patients you want to send a batch message to. You can then save this list as a CSV file, and upload it to Accurx, to send a text to the list of patients.

Here's how 👇

Hint: Make sure you have a patient search created, containing the search terms for the patients you want to send a batch message to

1. Head to 'Reporting' from the main EMIS menu, and select 'Population reporting'

3. Click on 'Add', select 'Patient', and select 'List report'

3. Name your report, and locate your patient search, (containing the search terms for the patients you want to send a batch message to).

Select it in the 'Results from' box.

4. Select 'Add', and choose 'Patient details'

5. Select 'EMIS Number and NHS Number' on the left hand side

6. Select 'Save and run' in the top bar

7. Right click on the report, and select 'View results'

8. Select 'Export' in the top bar

9. Select 'CSV' and 'OK'. Then select where you want to save your CSV.

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 an additional columns or patients that have a landline number, Accurx will do this for you 😊

If you have any other questions, chat with our support team here! 👉

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