Generate a Batch using a User-Defined Query

Once a User-Defined Query Template has been created, it will be available in the list of queries available in the Queries tab. 

1. Go to Debtors and Marketing > Queries tab

2. Type: Select the relevant query

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. Items: Only enter item(s) if the batch should only include patients who have had these items performed in the Period entered (below)

10. Period: If item(s) are present, this field relates to when the items were performed, if no items are entered, this field relates to the patients First Seen date

11. Click Retrieve
    
    

12. The filter associated with this User-Defined Query will appear, editing is possible, otherwise, click OK to proceed
    

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

14. Click Create Batch
    
    

15. Print/Send

    1. Select Recall 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 Recall Letters

    5. Click E-mail

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

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

    7. Select Recall Letters

    8. Click Print

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

Create a User-Defined Query Template

Edit a User-Defined Query Filter