How to contact patients via SMS and email
With Anima, you can contact any patient via SMS and email in just a few clicks. Patients don't even need to have an Anima account. You can send messages to individual patients, or bulk messages to up to 100 patients at a time. You can invite patients to submit a particular request through Anima, or send them your own custom message. There are 3 key steps to sending a message in Anima: Enter the patient(s) contact details Add the patient(s) to the recipient list Compose and sendFew readersHow to search your EHR for a patient's contact details using their NHS number
You can search your EHR for a patient's contact details using their NHS number. To use this method, you must be on a device connected to your EHR, have your EHR running and be logged in. If you cannot use this method, you should enter the patient's details manually - read this article for help on how to do this. On the Contact Patients page, Search for patient by NHS Number is the default method, so it will already be selected for you. Enter the patient's NHS number intoFew readersHow to send attachments to patients
Once you have composed a message to send to a patient or patients, you can choose to attach a file to your message. First, make sure you have added the patients you want to send a message to to your recipient list. Select send email (to send an attachment, you must send the patient an email. You can send them a text in addition to the email, but if you are only sending the patient a text, you won't be able to send an attachment. You can, however, paste a link iFew readersHow to send your own custom messages to patients
Once you've added the patients you want to contact to your recipient list, you can compose your own custom message to send to them. Select Send a custom message from the dropdown list. Use the checkboxes to select whether you want to send an SMS text message, an email, or both. Enter your message (note the character limits!). Click send message to patient.Few readersHow to bulk message multiple patients
Using Anima's Contact Patients feature, you can send bulk messages to up to 20,000 patients at a time. If you want to send a message to only a few patients, you can add them to the recipient list yourself: Select how you wish to search for the patient's contact details: Add individual patients to the recipient list: Compose and send your message: If you want to send a message to lots of patients, it may be easier to import a patient list from your EHR: Export a .csv file froFew readersHow to send a message inviting a patient to submit an Anima request
Once you've added the patients you want to contact to your recipient list, you can invite the patient to submit a specific Anima request. This is particularly useful for inviting patients will chronic conditions to submit one of their regular reviews, or to directly invite a patient who has contacted the practice to book an appointment for a specific issue. Once you have added the patient(s) to your recipient list, select Request the patient completes an Anima review from the dropdFew readersHow to manually enter a patient's contact details
You can manually enter a patient's contact details to send them a message. This can be useful if you are on a computer where you do not have access to your EHR and so you can't use the other search methods. On the Contact Patients page, select Manually enter patient's details. Enter the patient's details in the boxes. You must enter the patient's first and last name, their NHS number (without spaces), and either of their phone number or email address.Few readersHow to import patient's contact details from your EHR
If you want to send a message to lots of patients, it may be easier to import a patient list with patients' contact details from your EHR: Export a .csv file from your EHR (if you don't know how to do this, we've put together some articles on exporting from EMIS and exporting from SystmOne). Make sure that your file contains the patients' first and last names, NHS numbers and at least one of their mobile phone number or email address. On the Contact Patients page, clicFew readersHow to search your EHR for a patient's contact details using their name
You can search your EHR for a patient's contact details using their full name. To use this method, you must be on a device connected to your EHR, have your EHR running and be logged in. If you cannot use this method, you should enter the patient's details manually - read this article for help on how to do this. On the Contact Patients page, click Search for patients by name. Enter the patient's first name and last name into the corresponding boxes. Searches are case sensitiFew readersContacting patients in Anima
How can I contact a patient? You can contact patients directly within Anima from the ‘Contact patients’ page - it’s one of the best ways to get patients to start submitting requests. Click ‘Contact patients’ on your left-hand menu, and first enter the details of the patient you want to contact. You can search for a patient’s contact details using their name and/or NHS number, or enter their details manually. Patients cannot directly reply to messages that you send them: they will be directedFew readers