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Target Manager Tutorials

Learn how to use Appt Health's Target Manager with easy-to-follow tutorials.

Topics
Create a target
Adding and removing patients
Manage a target
Workflows and messaging

Create a target

Create a target
Set up clinical coding for EMIS
How to Start a Recall
Prepare a patient list
Set up clinical coding for SystmOne
Set up GP Connect appointments in SystmOne
Set up GP Connect appointments in EMIS

Adding and removing patients

Adding a patient list
Errors when uploading a patient list
Replacing a patient list
Removing patients

Manage a target

Download a patient list
Pausing and resuming a target
How to use the Call List
The target page explained
What is a target?
Understanding patient statuses
Patient alerts

Workflows and messaging

What is a workflow?
Call round
Download a workflow rounds audit
Letter round
SMS link round
SMS round