Send a broadcast to a group of patients

Messaging more than one patient at once

A broadcast sends the same message to a group of patients at once — a seasonal reminder, a closure notice, a marketing update. It walks you through choosing who it reaches, checking the numbers, writing the message, and reviewing everything before it goes out.

Choose your audience

Start a new broadcast and set your audience filters — who you want this message to reach. Choose Apply filters to check the result; ClinyPal shows how many patients match before you go any further.

Setting audience filters and checking the matching patient count.

Write the message

Write the email subject and content, the SMS content, or both if you're sending by both channels. The audience you've already selected is available as context, so the wording can reflect who's actually receiving it.

Writing the broadcast's email and SMS content.

Review before sending

Before it goes out, review the total number of recipients and, for text messages, the estimated SMS cost based on message length and audience size. This is your last chance to catch a filter that's too broad, or wording you want to adjust.

Reviewing recipient count and estimated SMS cost before sending.

After it's sent

Once queued, check your broadcast performance report to see delivery results, and whether anything bounced or failed to send.