Generate a Batch using Simple Query Wizard

Queries can be generated to view and/or communicate with a list of patients that meet a filter. The below instructions will find all patients whose last visit was before a set date. 

Ensure the template(s) associated with Simple Query are updated to suit this campaign before sending.

1. Go to Debtors and Marketing > Queries tab

2. Type: Simple Query Wizard

3. Batch Name: Enter the name of the batch

4. Provider: Select a Provider or All Providers

5. Exclude the following categories: Ensure all patient categories to be excluded are selected

6. Excl. patients not seen in: Only enter a number to exclude patients not seen in as many months

7. ... and mailed this letter within: Only enter a number to exclude patients who have received this exact query in as many months

8. ... and have appts over next: Only enter a number to exclude patients who have upcoming appointments in as many days

9. Click Retrieve
   
   

   1. Column: Select the field, e.g. Last Visit

   2. Operator: Select from the list, e.g. > Than or Equal To

   3. Value: Enter the value, e.g. 01/01/2017

   4. Logical: Choose And to define a finish date of the search, or more filters such as Age (optional)

   5. Treat NULL and Blank equivalently (recommended): This is ticked by default. If data is never entered in a field, it is considered a NULL field. If data was entered but deleted later, the field is considered Blank. Box ticked, the system will treat NULL fields and Blank fields equivalently. 

   6. Click OK
      
      Click here for common filters 

10. Highlight: All Rows, or manually select those to include

11. Click Create Batch
    
    

    1. Select Query Letters

    2. Click SMS

       1. Click Select Ready

       2. Click Send
          
          

    3. Select all patients with nothing entered in the Printed column (unsent)

    4. Select Query Letters

    5. Click E-mail

    6. Enter Email Subject
    7. When using MSWord, go to Add-ins tab > Click Send
       
       
    8. Select all patients with nothing entered in the Printed column (unsent)
    9. Select Query Letters
    10. Click Print

        1. When using MSWord, go to Add-ins tab > Click Print