Message many patients: bulk messages and recall campaigns
Send the same secure message to a filtered list of patients, or set up an Outreach campaign that reaches patients as they match its filters.
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- Tags
- bulk messagerecallcampaignsoutreach
There are two ways to reach many patients at once. From the **Patients** list you filter, select and send everyone the same secure message right now. From **Outreach** you set up a campaign that texts or emails the patients who match its filters and keeps reaching new ones as they match. This article covers choosing the audience and what each path sends; the campaign controls are in the Outreach campaigns article.
Choose who it goes to
There is no separate Cohorts page: the audience is a set of filters, built in one of two places. In Outreach → New campaign, add Audience filters — name, status, sex, age, last visit, next visit, active diagnosis (ICD-10), upcoming appointments, balance due, tags, or the date the patient was added — and choose whether a patient must match all of them or any. When you activate the campaign it shows how many patients match today. On the Patients list, filter the list and choose Save current search to keep the filter set under a name, optionally shared with your practice; select the patients it finds and choose Message to send them all the same secure message.
Write the message
From the Patients list, Message opens one box: write the message and choose Send message. Each patient gets it as their own secure message in their portal and nobody sees who else received it, so keep the wording general; the same words go to every selected patient, and nothing in it is filled in per patient. A patient you cannot message is named in the dialog and skipped. In an Outreach campaign you pick the channels (SMS, email) and write a message template, in which {{patient.first_name}} becomes each patient's first name.
When it goes out
A message from the Patients list goes as soon as you send it; there is no scheduling. A campaign goes out once it is Running: it checks its audience every hour, or straight away when you choose Run now on its card. Cadence (days) sets the minimum time between messages to the same patient.
What you can see afterwards
Patient last seen more than 365 days ago · active status
Reach (30d)
212
Cadence
14d
Last 30 days outcome
2 opted out · 3 not sent: do not contact
A bulk message has no report; the patient sees it in their portal like any other secure message. A campaign card on the Outreach page shows Reach (30d), the messages it sent in the last 30 days, and its Cadence, plus a Last 30 days outcome line when patients opted out or were held back. EnWella does not count how many people opened a message, clicked a link or booked because of it.
Opt-outs
A patient who replies STOP to a text gets no more texts from EnWella. A patient whose chart is set to Do not contact for outreach is skipped by every campaign at your clinic; the setting is in the chart settings and on the patient's own Notifications page. It does not stop appointment reminders, results or messages from the care team.
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