To create a list of patients for a campaign with Self-Book, please do the following steps:

• Click on Campaigns found on the left-hand side menu
• Click on Self-Book

 

• To create a new campaign, Add New

You will see previous and current campaigns listed on this page as well.

 

 

• You will be in the Step 1: Select Patients

 

In this section, you will be able to add your recipients in three different methods:

EMIS Add patients via Patient ID

• Copy your patient’s ID numbers from your clinical system
• Refer to the Enter patient’s detail section
• Paste the Patient ID numbers into the Select Patients box on the upper left
• Click the Move Selected arrow to the lower right
• Your patient will appear in the Selected Patients box to the right

TPP: Add patients via patient NHS number

• Copy your patient’s NHS numbers from your clinical system
• Refer to the Enter patient’s detail section
• Select the Patient NHS Number option from the upper left box
• Paste the NHS numbers into the Select Patients box on the lower left
• Click the Move Selected arrow to the lower right
• Your patient will appear in the Selected Patients box to the rights

TOP TIP: Once you have the selected patients, a new blue button will appear below the recipients list with the Excluded Patients. These are patients without a mobile number registered on your clinical system.

Now proceed to Step 2 – Creating your message