Contents
Overview
The Bulk Letter feature lets you send the same message to multiple patients at once. You can send it through Patient Passport or print it for mailing.
Use Bulk Letters to:
- Share holiday hours or other schedule changes.
- Update patients on policy changes (e.g. cancellation rules).
- Send educational information (e.g. hygiene tips during a pandemic).
- Reminding patients to book appointments (e.g. annual wellness visit).
- Invite patients to sign up for Patient Passport.
Workflow Instructions
Creating a Bulk Letter
| 1 |
Build your distribution list using the Patient List Report.
- Click Reports -> Patient List at the top of your Elation account.
- Filter the Patient List report for your target group (e.g. by Provider, last seen date, Patient Passport status, age, etc).
- Click Generate List to see your results.
- Select patients by
- Checking individual boxes next to their name OR
- Clicking the # selected box at the top of the list to select all patients.
- Click Send Bulk Letter to proceed.
User Tip
To message all of your patients, skip the filters and click Generate List. Your entire patient panel will appear in the results.
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| 2 | Name your Bulk Letter. Add a name/description for internal tracking (patients won’t see this). |
| 3 |
Write your message.
- Enter the Subject and Body of the letter.
- Apply existing Letter Templates, if preferred.
- Click Attach Handouts to include handouts, as needed.
- Review the Patients can reply to this letter when sent through Patient Passport preference and
- Leave the box checked to allow replies OR
- Uncheck the box to disable replies.
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| 4 |
Review Patient Passport delivery preferences.
- Choose if you want to send any messages through Patient Passport. Each option tells you how many patients qualify. Click View List to see the qualifying patients:
- To patients that have already signed up.
- To patients who can be invited.
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| 5 |
Generate printable PDFs of letters, if needed.
- Choose if you want any of the letters printed. The patient’s address will be printed at the top of each letter. Each option tells you how many patients qualify. Click View List to see the qualifying patients:
- Print for patients that do not use Patient Passport.
- Print for all patients.
- Print for no one.
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| 6 | Click Next to continue. |
| 7 | Review your message and configurations. |
| 8 | Click Send Bulk Letter to send the letter. Letters sent via Patient Passport are delivered immediately. |
| 9 |
Click Open PDF of Letters in the Bulk Letter Dashboard to print any letters marked for printing.
User Tip
Refresh your browser if the Open PDF of Letters option doesn’t appear right away.
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Using the Bulk Letter Dashboard
The Bulk Letter Dashboard has all your past bulk letters. You can:
- Click # patients selected to view the recipients.
- Click View Letter to see what was sent.
- Click Download CSV to export a spreadsheet of the recipients’ information.
- Click Delivered to or Opened by to track the status.
- Click Open PDF of Letters to view and/or print letters.
- Click Open Attached Handouts to view included handouts.
Frequently Asked Questions
Does Elation mail my letters for me?
Elation does not mail letters on your behalf. You must print and mail them.
Can I still mail a letter after it has been transmitted via Patient Passport?
Yes, go to the Bulk Letters Dashboard and click Open PDF of Letters to print any letters, including the ones sent through Patient Passport. Afterwards mail the letter as you normally would.
Can I cancel a Bulk Letter after sending it?
No, any Bulk Letter sent through Patient Passport cannot be cancelled. If you printed letters for mailing, simply don’t mail them.
