CSVs are used when you want to send a campaign to a very specific group of patients exported from another source.
- Go to Campaigns and select New Campaign
- Select location(s)from the list.
- Select Upload CSV from the filters.
- Upload the CSV file
- You can download a sample CSV file to see the format. The general format required is Column A: Patient Last Name, Column B: Patient First Name, Column C: Email, Column D: Phone
- Keep in mind that if the patients in your CSV do not exist in NexHealth, new patients will be created.
- Select Continue.
- Create your email/text campaign in the editor.
- Click Send to distribute the campaign to patients on the list.
And I've used at least 6 others." - Shaye, Falmouth Dentistry