Saved Lists

Saved Lists

Saved Lists allow users to upload and map any existing lists of contacts from outside the EMR/EHR; increasing outreach.

Creating a New List

To upload a list in Automated Care Platform:

  • Navigate to Directory > Saved Lists 
  • Click Quick Actions or Create First List
Importing a Spreadsheet

Spreadsheets must include a first name, and at least one of the following so messages can be delivered:

  • Home Phone
  • Cell Phone
  • Email
  • Global lists must contain a Facility ID column.

Click Import the upload your spreadsheet. 

Mapping Contacts
  • Your information will be automatically mapped as best it can. However, you need to review and confirm that the mapping is correct
  • After reviewing the mapping, click Save List.
Sending to a Saved List

To send to contacts in a Saved List, go to:

  • Messages >Open a template > Find A Recipient By > Saved Lists

Choose a list from the dropdown menu, then apply filters to target the recipients you want to reach.

What’s Next?