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.
-
Go to Debtors and Marketing > Queries tab
-
Type: Query by Date and Procedures
-
Batch Name: Enter the name of the batch, e.g. Crowns in 2019
- Provider: Select a Provider or All Providers
-
Exclude the following categories: Ensure all patient categories to be excluded are selected
-
Excl. patients not seen in: Only enter a number to exclude patients not seen in as many months
-
... and mailed this letter within: Only enter a number to exclude patients who have received this exact query in as many months
-
... and have appts over next: Only enter a number to exclude patients who have upcoming appointments in as many days
-
Period: The period refers to the date the treatment was completed (entered in Treatment tab)
-
Items: Enter item(s) to base the query on, e.g. 611-634
-
Click Retrieve
-
Highlight: All Rows, or manually select those to include
-
Click Create Batch
-
Print/Send
-
Select Recall Letters
-
Click SMS
-
Click Select Ready
-
Click Send
-
-
Select all patients with nothing entered in the Printed column (unsent)
-
Select Recall Letters
-
Click E-mail
- When using MSWord, go to Add-ins tab > Click Send
- When using MSWord, go to Add-ins tab > Click Send
-
Select all patients with nothing entered in the Printed column (unsent)
-
Select Recall Letters
-
Click Print
-
When using MSWord, go to Add-ins tab > Click Print
-
-
Comments
Article is closed for comments.