Go to Contacts > Referrers > Referring Doctors (or Organisations)

Select Send Message and choose between SMS or Email.


Send SMS

The Send Bulk SMS window will appear detailing how many total referring doctors or organisations have mobile numbers. You can manage who will receive the bulk SMS using the Edit Recipients button.

You can either compose a message ad-hoc or insert an existing template.

After composing your message and editing recipients (if required), select Next to proceed to the final step.

You can choose to Send Now or Schedule Send, which allows your message to be sent at a later time.

Scheduled SMS can be cancelled or rescheduled via the Tools > Scheduled SMS page.


Send Email

The Send Bulk Email window will appear detailing how many referring doctors or organisations have email addresses. You can manage who will receive the bulk email using the Edit Recipients button.

The Send From drop-down allows you to select which email address you want to send the email from, which will also be where replies are directed.

You can either compose a message ad-hoc or insert an existing template.

After composing your message and editing recipients (if required), select Next to proceed to the final step.

You can choose to Send Now or Schedule Send, which allows your message to be sent at a later time.

Scheduled email can be cancelled or rescheduled via the Tools > Scheduled Email page.

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