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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 Partner API appointments in EMIS
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