-Item Triggers: Automatically add Item in Treatment when Query sent

When a Query batch is created (manually or via automation), an item is triggered and auto inserted into the patients Treatment File with details of the Query batch in the notes.

Turn ON feature

Please contact Support to turn on this feature 

Setup Trigger Item

1. Click the navigation menu > Location Setup > > Items page

2. Add a new Item (e.g. QRY). Click here for instruction if required

3. While the item is highlighted, open the Other Details tab

   1. Non-Treatment box must be ticked
   2. Tick Queries box

Run the Queries Batch (Manual Queries Only)

1. Click the navigation menu > Debtors & Marketing > Queries page

2. Run and Create the Queries batch 

3. Send correspondence sent (via letters, SMS, Email)

View the Treatment page

The Trigger item will appear in the Treatment page for the relevant patient once an automated batch has been sent and / or when sent via manual Query.

An automatic note is also attached that includes the Queries batch details: <Query Created Date & Time / Created by / Sent via letters, SMS or Email  / Sent Date & Time / Query batch name>