NOTE: TEXTING REQUIRES TONIQ REGISTRATION AND HAS ASSOCIATED COSTS. There is a monthly support fee as well as a per text charge (12 cents + GST per text as at April 2021). If the recipient replies, they will incur a standard charge from their provider. You will receive their response as an email.


Text messages are limited to a maximum of 160 characters per text (including your store's name). If this limit is exceeded the message will be sent over multiple texts.


Create a Template


If you intend to contact patients regularly (i.e. yearly), you can create a message template before following the instructions below. See Setting Up Text/Email Templates (click on the link to see the steps).


Make a Contact List


To find all active patients over 65 and make a contact list that can be used to contact them by text or email:


  • From the main menu of Dispensary select 9. Other:


  • Then select 2. Bulk edit Patients:


  • Set the required parameters:


  • To find active patients, defined as those who have had at least 1 item in the last 6 months:
    • Select a Date Range using F3, then H Last 180 days, or enter it manually under Period
    • Enter 1 in the Items field and 65 in the first Age in the first age field (leave the to field blank)
  • Add a Criteria name (e.g. Over 65s Flu Contact List), then press F11 Next Page


  • Under More patient criteria, tick Has mobile number OR Has Email address (if both boxes are ticked, only those patients who have an email address andmobile number are found):

  • Move through the screens to the first page by pressing F11 Next page 3 times, then press F12 Accept Details to create the list.


NB: If a contact list is required of patients who have either a mobile number or an  email address, run the report for over 65s with mobile (as above), then press F2 Edit list > Add more patients in bulk on the resultant list. Then enter the same parameters as before but select Has Email address to add those patient to the list, see below.


Filter the Contact List


Further filtering may be done after creating the list, e.g. to exclude facility residents, or conversely, to include patients who qualify for a funded vaccination, such as diabetics.


  • Select F2 Edit List:


  • Either, select Add more patient in bulk to include more patients to the list (e.g. those with conditions outlined in the Pharmac Schedule). or Remove patients in bulk:


Adding Patients

  • Select Add more patients in bulk
  • Fill in the parameters to select the targeted patients, e.g. the screenshot below would find patients under 65 with diabetes who have had recent dispensings:

  • Once the fields have been filled in, select F12 Accept Details to add more patients to the list.

Removing Patients

  • Select Remove patients in bulk
  • The screenshot below is an example where individuals over 65 in an Institution or Institution group (if one has previously been set up to encompass all desired non-community facilities)


Add more patients in bulk and Remove patients in bulk may be run as many times as required to get the desired contact list.


Contact the Patients


  • Once the final list is created, select F9 Contact Clients:

 


  • The select F7 Create Msg to type your message:


  • Use a template (if one has previously been created) by selecting F5 Tmplt  then Use Template:


  • Otherwise compose a unique message and press F12 Accept Details:

 

  • Select F9 Send Msg and then 3 Txt only (or the required option):


  • Select all to send the message to everyone on the contact list:


  • The date under Email or Text will be updated to indicate who has been sent a message.
  • Also a prompt will ask whether you want to add a diary note of the text to the patients: