Mass Text your patients with Broadcast Messaging

Broadcast Messaging is a feature of BloomText that allows you to send HIPAA-compliant text messages to a group of individuals at the same time.

Our customers use Broadcast Messaging every day to accomplish their goals, including:

  • Appointment scheduling
  • Collecting co-payments
  • Feedback surveys
  • Clinical updates

Broadcast Messaging includes the following capabilities:

  • Sending HIPAA-compliant SMS messages or emails
  • Include file attachments, images and/or emojis
  • Message delivery success reports
  • Allow patients to respond via private chats
  • Import/update patients with a CSV file

Watch the video below to learn how to send your first broadcast messaging campaign:

Subscription Requirements

Broadcast Messaging requires the paid SMS Messaging feature. To learn more about how to enable this feature for your organization, visit our article on our pricing.

In the sections below, we’ll elaborate on a few important topics regarding Broadcast Messaging.

How to prepare a CSV File

The first step is to prepare a CSV file containing the contact information of the individuals you wish to message. At a minimum, this file should include the cell phone number of each individual. Additionally, you may include fields such as first name, last name, and more. The table below contains the fields you may use when importing your list of patients:

Column Name Description Format Required
phone Phone Number (###) ### #### Yes
mrn Medical Record Number text No
first_name First name text No
last_name Last Name text No
dob Date of Birth yyyy-mm-dd No
email Email Address email No

When preparing your CSV file, we recommend using a tool like Google Sheets or Microsoft Excel. Both of these tools allow you to modify or create CSV files that you can then import into BloomText.

Make sure that you name your columns exactly as they are listed in the table above. For example, the header of the column with teh first name must be named “first_name”.

BloomText recognizes most phone number formats. If your phone number values are in a different format than listed above, they should still be processed correctly.

What if some of my patients are already in BloomText?

If a row in your CSV file contains a patient that is already in BloomText, we match existing patients by phone number or MRN.

If a matching patient is found, the existing record is updated with any additional information that you included (such as first name, last name, or email).

What happens when a patient responds?

When a patient responds, the message will appear in your inbox. Patient responses are always treated as private conversations. This means that if you need to send a follow-up message to a patient, no other patients will view or receive your message.

Who else can view these messages and initiate campaigns?

Phone numbers are assigned to “teams”. To control who is able to send broadcast messages and respond to patients, admins may add and remove users from the team associated with the phone number.

How do I analyze the results?

To view and analyze the results of your campaigns, you can export a CSV file from BloomText. Simply navigate to a phone number in the BloomText directory, and select the “Export phone logs” option.

BloomText invitation email

These CSV files include the following information:

Column Name Description Format
Sent Message sent date yyyy-mm-dd HH:mm:ss zzz
From Your organization’s phone number +1##########
To Patient’s phone number +1##########
First Patient’s first name text
Last Patient’s last name text
Dob Patient’s date of birth yyyy-mm-dd
Email Patient’s email address email
Status Message delivery status ‘Delivered’, ‘Error’
ErrorCode Error code if message delivery is unsuccessful text
ErrorMessage Descriptive message associated with error code text


You should now have a better understanding of how to do broadcast campaigns with BloomText. If you have any questions or suggestions, you can reach us at