Create and manage patient segments

Create and manage patient segments

Patient segments allow you to generate lists of patients that meet a desired set of criteria. You can then use these lists to send bulk messages, i.e. to prompt them to book an appointment or to share important news about your practice.


To create a patient segment:

  1. Navigate to the Patients module.

  2. In the top navigation menu, select Segments.  If you don’t see this option in the menu, click the three dots to view the rest of the menu options.

  3. On the right side of the page, click the Add Segment button.

  4. Select the Location that this segment applies, Name the segment, and then fill out the desired criteria to define the segment.

  5. Click the Add Segment button to save your patient segment.


To manage a patient segment:

  1. Navigate to the Patients module.

  2. In the top navigation menu, select Segments.  If you don’t see this option in the menu, click the three dots to view the rest of the menu options.

  3. Locate the Segment you would like to update, and click the Edit icon for that segment.

  4. Make your desired changes.

  5. ​Click the Update Segment button to save your changes.