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Sending ClientPortal (bulk)

Customer knowledge baseUsing MedicarePROClient Portal

Sending the ClientPortal in bulk

Apart from sending the ClientPortal so a single person, you can also send the portal in bulk via email template or letter template using a QR code.

Creating a template with the "portal" merge variable

  1. Navigate to your Reporting page

  2. Click the "Templates" button at the top

  3. Click "New Template" and "Blank Template"

  4. Go ahead and give your template a name and template type

  5. Draft whatever communication you want displayed in your template from within the editor.

  6. Click the "merge tags" icon in the editor toolbar (first icon on the left) and then chose which portal version placeholder you want inserted on the template

  7. If your template is a letter, chose the QR code version of your portal. This will insert a QR image that the recipient can scan.

Sending the template

  1. Once you have saved your template click the"Reports & Marketing" button next to "Templates"

  2. Use your report builder to assemble the list you want to send to.

  3. Click "Actions" and then either "Send Emails" or "Send Mail"

  4. Pick the template you want to use and then send.