Temporarily Stop Automation Queries from Sending SMS and E-mail Messages

To stop Automation Queries (e.g. Patient Reactivation) from sending SMS and E-mail messages, the batch would need to be disabled.

• This will prevent batches from running and sending any SMS or E-mails

• The batches can be enabled again at a later date

1. Click the navigation menu > Management > Automation page

2. Open the Queries tab

3. Select the required Queries Type

4. Go to Reminders sub-tab

   1. Change the Template Order for all reminders (except Phone Call Template) to (---)

   2. Change the Template Order for Phone Call to 1
      

      
   3. Repeat the process for each Queries Type
      

When the SMS and E-mail messages are ready to be sent again, the batches can be enabled.

A Manual Query can be created to capture patients missed while the batch is disabled.

Generate a Batch using Simple Query Wizard

Generate a Batch using Extended Query Filter