Create Patient Groups

Would you like to send a message to patients coming in for a specific appointment type? You can do this by creating Patient Groups in TopsDPX!

1. Go to Comm > Tops Reminders.
2. In the Patient Communicator tab, select Patient Groups.

3. Click the plus sign on the upper right corner.

4. Give your group a name, such as Retainer Checks.
5. Select the Practitioners to be assigned to the group. Typically, you will select all practitioners.
6. Under Treatments, select the appointment types that should belong to the group - check all that apply!
7. Disregard the Operatories section.
8. Patient Properties allows you to select demographics for your Patient Group if desired. If you do not wish to narrow down the demographics, leave them set to Any.
9. When you are satisfied with your selections, click the checkmark to save the Patient Group. You can remove or delete Patient Groups at any time.
10. You can now send templated messages or broadcasts to your Patient Group.