Generate a Batch using Extended Query Filter

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 Date of Birth is Today.

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

1. Go to Debtors and Marketing > Queries tab

2. Type: Extended 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. Either paste a filter, click here for common filters, or use the Functions, Columns, Operators and Values to build one

   2. Click OK
      
      

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

11. Click Create Batch
    

12. 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