Create an End of Year Health Fund Campaign Query Template

Towards the end of each year, an SMS, E-mail or Letter can be sent to patients with Private Health Insurance who have not had Scale and Clean items this calendar year. The following instructions are for those not using D4Web Marketing only. 

Patients will only receive communication based on their Send To preferences, if sending via e-mail and they do not have this selected, they will not receive it. It is advised to use multiple communication channels where possible.

As EOY Health Fund Reminders can be sent every year, its best to create a User-Defined Query which will save the settings for the next time its to be used.

To update an existing User-Defined Query filter, click here. 

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

2. Queries toolbar > Create User-Defined Query
   

   1. Name: Enter the name of the query, e.g. EOY Health Fund Reminder
   2. Click CHANGE USING SIMPLE WIZARD

      1. Column: Insurance Level

      2. Operator: Doesn't Equal

      3. Value: NULL

      4. Logical: And

      5. Column: Last Exam S+C

      6. Operator: Less Than

      7. Value: Enter the date, e.g the start of this year

      8. Click OK
         

      9. Then click Exit

3. Next, create the template(s) to be used for this batch

4. Then, generate the batch and send