Engage Health

Creating a CSV file to upload patients data for bulk messaging.

Click EMIS. Select Reporting then Population Reporting 

Click on Add, Select Patient, and select List report

Name your report, and select your patient search in the Results from box

Select Add and choose Patient Details

Select first name, last name, mobile, NHS number, DOB

Select Save and Run in the top toolbar

Right click on the report and select View Results

Select Export in the top toolbar

Select CSV and OK. Then select where you want to save your CSV

Your CSV is now ready to upload in the Engage Client for Bulk messaging.