Saving and reusing patient lists

You can save the audience you build in the recipient step and reuse it later — without sending anything. This is how your daily work lists become repeatable outreach.

Saving an audience

In the recipient preview — whichever method you used — select Save List to store that exact audience for later. Nothing is sent.

A saved list then appears in two places:

In Saved Patient List (the recipient method), under From Your Campaigns.
In Drafts, where it carries a list status. That’s why you may see entries in Drafts you never “drafted” — they’re saved audiences, not unfinished campaigns.

Reusing a list

Open the New Campaign wizard, reach the recipient step, and choose Saved Patient List. Two sections appear:

From Your Campaigns

Past campaigns and saved lists, each showing its name, type, recipient count, and a filter summary, with two ways to reuse it:

Re-run Filters — re-evaluate the saved criteria against today’s data. The audience refreshes — patients who newly qualify are added, those who no longer qualify drop off. Use this for recurring sends like monthly recall, where you want whoever is due now.
Use Exact List — reuse the exact same recipients as before, ignoring whether they still match the filters. Use this for a true sequel — “everyone who got the May offer” gets the follow-up.

From Your Lists

Your existing work lists, ready to become a campaign:

Overdue Recall Lists
Unscheduled Tx Lists

Each panel lists its lists with a Use List button (and pagination). This is the bridge the recall coordinator’s list crosses to become a recall campaign in a couple of clicks. When you have none, an empty-state message says so.

Tips

Re-run Filters for recurring sends, Use Exact List for sequels — picking the wrong one either messages the wrong people or misses newly-eligible ones.
A saved list is a snapshot of who, not a scheduled send — you still build and send a campaign around it.
Skim the preview before sending a reused list — people schedule, transfer, and opt out between campaigns.