When navigating to Contacts, you will see there are filter options at the top of the contact list. This allows you to set certain filters to search for patients that meet any criteria. Most of the filters are linked to details that are on a patient's record such as Name, Reference, Address, Gender, Tags etc.

You can apply filters by clicking on the specific field and choosing the options listed, so if you want to search for patients that start with the letter 'S' you can select this from the listed options.

There are a number of different filter options for each of the fields you can choose to search for patients. You can apply multiple field filters to define your search criteria -
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You have the option to store any filtered lists you have created. Simply click the 'Save Filter As' button. Then enter a name and press Save

Your stored filters will be shown under your 'Search saved filters' section -

Bulk Actions allow you to send emails, SMS, forms, add and remove tags to any saved list. You can start this process at the bottom left of your list by selecting All or Page. Once the patients you want to select are highlighted click on the Apply Bulk Action drop-down and choose the action you want to perform from the list provided.

You should then be given a list of template/tag options to send or add to your clients. You can select multiple options here as shown below -

Please Note: If patients aren't enabled for SMS / Marketing then they may not receive certain communications. You'll need to use filters to adjust these options.

Once you're happy with everything press 'Apply' and your actions will be performed.
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