If the Recipient Type for a message is Batch Patient ID File Upload, do the following:
To locate and select the patients list file from your computer, select Browse.
Note: The practice's electronic medical records (EMR) or practice management system (PMS) can generate a patients list, which is categorized by Patient ID and contains relevant patient demographic information. This file can be in CSV or TXT format.
Select one of the following file delimiters.
; (semicolon)
, (comma)
Optional: To enable patients to reply to your message, select Patients can reply to message.
Select Upload.
To map each patient information field in the uploaded file to the placeholders in the message template, select a field category from the corresponding list.
Select PatientFirstName from the list and match it to the memberfirstname field label.
When the message is generated, the patient's first name, which is identified as memberfirstname in the batch file, is replaced by the PatientFirstName in the message template.
Note: You can skip fields for which there are no corresponding placeholders in the message template, such as membermiddlename.
After mapping all the field labels to the categories, select Confirm Fields.
