Export Patient list for D4W Marketing Post Visit Survey


D4W Marketing allows users to manually export patients data to upload the list in the D4W Marketing Portal to send Post Visit Survey Communication.

For patients to be included in this list, the appointment must be set with the A status

Run the Report

  1. Go to Appointment Book > Reports menu

  2. Export eMarketing List

    1. Type: Select Post Visit Surveys

    2. Booked/Attended: Select the period to report on

    3. Location: Select the location or <Any Location>, if applicable 

    4. Appointment books: Select the appointment book/s to include in the list 

    5. Include Patients previously sent this message: Tick to include patients who have previously been sent a Post Visit Survey (not recommended)

    6. Click Generate

Patient List 

A list of all patients with appointments attended in a specific period with the status A will show in this list.

  1. Highlight patient/s 

  2. Click Export List

  3. Save the list in to later import in the D4W Marketing Portal

Send Post-Visit Survey E-mail via D4W Marketing


0 out of 0 found this helpful



Article is closed for comments.