The Treatment Plan Incomplete Query generates a list of patients who have an active (or inactive) Treatment Plan which has outstanding items on it over a period.
Ensure the template(s) associated with Treatment Plan Incomplete are updated to suit this campaign before sending.
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Go to Debtors and Marketing > Queries tab
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Type: Treatment Plan Incomplete
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Batch Name: Enter the name of the batch, e.g. November 2019
- Plan Status: Select from either active or inactive
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Provider: Select a Provider or All Providers
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Exclude the following categories: Ensure all patient categories to be excluded are selected
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Excl. patients not seen in: Only enter a number to exclude patients not seen in as many months
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... and mailed this letter within: Only enter a number to exclude patients who have received this exact query in as many months
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... and have appts over next: Only enter a number to exclude patients who have upcoming appointments in as many days
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Period: The period refers to the date the Treatment Plan was created
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Items: Enter item to only show patients with those specific items outstanding
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Click Retrieve
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Highlight: All Rows, or manually select those to include
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Click Create Batch
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Print/Send
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Select Recall Letters
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Click SMS
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Click Select Ready
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Click Send
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Select all patients with nothing entered in the Printed column (unsent)
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Select Recall Letters
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Click E-mail
- When using MSWord, go to Add-ins tab > Click Send
- When using MSWord, go to Add-ins tab > Click Send
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Select all patients with nothing entered in the Printed column (unsent)
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Select Recall Letters
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Click Print
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When using MSWord, go to Add-ins tab > Click Print
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