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Category: Bulk Actions

Bulk Letters

Instructions on how to start a Bulk Action can be found in the main Bulk Action guide. Before using Bulk Actions to create letters, you need to set up your letter templates and style templates. Within Bulk Actions select the letter template and a style template and give the letter a name.

Bulk SMS

Instructions on how to start a Bulk Action can be found in the main Bulk Action guide. To create a bulk action that creates a text message, select SMS and select the SMS Template. A preview of the content will be shown in the window. Select ‘Save & Continue’ to

Bulk GP Practices

Using Bulk Actions to update Registered GP Practice is helpful when GP Practices merge or change. This will update the GP Practice as entered on the Patient Registration tab for all selected patients in one go. First, identify all the patients registered to the current GP Practice using a search

Bulk Actions

You can Access Bulk Actions via the blue Bulk Actions button at the top of the page.  The first tab is Open. These are the Bulk Actions that have been started, but not performed. Saved Bulk Actions will show all saved bulk actions which can be used again. To create