Generate a Query by Date and Procedures

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The Query by Date and Procedures generates a list of patients who have had specific treatment in a period of time. 

Ensure the template(s) associated with Query by Date and Procedures are updated to suit this campaign before sending.

  1. Go to Debtors and Marketing > Queries tab

  2. Type: Query by Date and Procedures

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

  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. Period: The period refers to the date the treatment was completed (entered in Treatment tab)

  10. Items: Enter item(s) to base the query on, e.g. 611-634

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

  13. Click Create Batch
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  14. 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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