Adding Patient Communication to a Patient Action Set

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Patient Communication actions will automatically initiate communication to patients included in the associated population query's pursuit list.

There are three types of Patient Communication methods that can be defined for the Patient Action Set:

  • Patient's Preferred Method - this will initiate patient communication based on the patient's preferred method as indicated in the Patient Profile/Reminders. The methods are Mail, Phone, Portal, or Decline. If Decline is selected in the Patient Profile, then no communication will be sent to the patient when using the Patient's Preferred Method option. When there is no value selected in the Patient Profile, the default value is Mail. All three methods need to be configured as the pursuit list could contain patients with any one of the methods defined.
  • User's Method Mail - this option initiates patient communication by Mail. This is a useful method if you want to ensure that all patients in the population results receive the communication including those that have selected Decline as their preferred method of communication.
  • User's Method Phone - this option initiates patient communication by Phone. This is also a useful method to ensure that all patients in the population results receive the communication including those that have selected Decline as their preferred method of communication.


Patient Portal is excluded from the user-preferred options because patients must subscribe to the portal and not all patients opt to subscribe.

In this example, the Breast Cancer Screening query, the Patient's Preferred Method is user to describe how to configure the Patient Communication for a Patient Action Set.