Generate a Treatment Incomplete Query

The Treatment Incomplete Query generates a list of patients who have items in Treatment yet to be invoiced and the Treatment Complete Tick box is empty.
Ensure the template(s) associated with Treatment Incomplete are updated to suit this campaign before sending.
Click here for instructions for how to Setup Queries templates.

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

2. Type: Treatment Incomplete

3. Batch: New Batch

   1. Batch Name: Enter the name of the batch, e.g. Incomplete visits June2021
   2. Provider: Select a Provider or All Providers
   3. Exclude the following categories: Ensure all patient categories to be excluded are selected
      1. Excl. patients not seen in: Only enter a number to exclude patients not seen in as many months
      2. ... and mailed this letter within: Only enter a number to exclude patients who have received this exact query in as many months
      3. ... and have appts over next: Only enter a number to exclude patients who have upcoming appointments in as many days
   4. Period: The period refers to the date the Treatment was created
   5. Click RETRIEVE
      
      

4. Highlight: All Rows, or manually select those to include

5. Click CREATE BATCH
   
   Note: once the batch is created the buttons become available

6. Select Recall Letters

7. Click SMS

   1. In the Send SMS window:

      1. Click SELECT READY
         

      2. Click SEND

8. Back in the Queries batch, select all patients with nothing entered in the Printed column (sms unsent)

9. Select Recall Letters

   1. Click E-MAIL
      
      

   2. In the Email preview screen, click SEND

10. Back in the Queries batch, Select all patients with nothing entered in the Printed column (sms or e-mail unsent)

11. Select Recall Letters

    1. Click PRINT

    2. In the Print preview screen, click PRINT CURRENT or PRINT ALL