Generate a Treatment Plan Incomplete Query

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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.

  1. Go to Debtors and Marketing > Queries tab

  2. Type: Treatment Plan Incomplete

  3. Batch Name: Enter the name of the batch, e.g. November 2019

  4. Plan Status: Select from either active or inactive
  5. Provider: Select a Provider or All Providers

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

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

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

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

  10. Period: The period refers to the date the Treatment Plan was created

  11. Items: Enter item to only show patients with those specific items outstanding

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

  14. Click Create Batch
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  15. Print/Send

    1. Select Recall Letters

    2. Click SMS

      1. Click Select Ready

      2. Click Send
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    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
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    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               

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