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'Contacting patients' in Anima

Leverage the contacts patients page as a key messaging space that complements use of the Anima toolbar and other messaging pathways. Users can search for sent messages, send individual or batch messages.

Updated over a week ago

How can I contact a patient?

You can contact patients directly within Anima from the ‘Contact patients’ page - it’s one of the best ways to get patients to start submitting requests.

Click ‘Contact patients’ on your left-hand menu. From here, users can see a list of sent messages, option to view batch messages, and the ability to Send a new message through the blue button on the top right of screen.

Capabilities in the Contact Patients section

Searching sent messages

Use the search bar to locate a patient communication either via name or NHS number. Filter by type of message or message status.

Hover over the message to see the message details.

Toggle between searching across individual sent messages ('Sent Messages') and batch messages ('Batch messages') sent through Anima.

Send a new message

You can contact patients directly within Anima from the ‘Contact patients’ page.

Click ‘Send a new message’ on your left-hand menu, and first enter the details of the patient you want to contact. You can search for a patient’s contact details using their name and/or NHS number, or enter their details directly. Patients will be sent a message with a link to view the full message with the option to reply through the link.

Once you have added patients to the recipient list, select what message you would like to send:

  • Request the patient completes an Anima review: use this option to use our message templates and invite patients to submit a particular Anima review. Select which module you would like the patient(s) to complete from the dropdown list, and choose whether you would like to send the request via email, SMS, or both. Click send message to send the message to the patient.

  • Send a custom message: use this option to send your own message to a patient. Select whether you would like to send the message via email, SMS, or both, then write your message in the relevant text box and click Send message.

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