Generate a Batch using Simple Query Wizard

Queries can be generated to view and/or communicate with a list of patients that meet a filter. The below instructions will find all patients whose last visit was before a set date. 

Ensure the template(s) associated with Simple Query are updated to suit this campaign before sending.

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

2. Type: Simple Query Wizard

   1. Batch Name: Enter the name of the batch
   2. Provider: Select a Provider or All Providers
   3. Exclude the following categories: Ensure all patient categories to be excluded are selected
   4. Excl. patients not seen in: Only enter a number to exclude patients not seen in as many months
   5. ... and mailed this letter within: Only enter a number to exclude patients who have received this exact query in as many months
   6. ... and have appts over next: Only enter a number to exclude patients who have upcoming appointments in as many days
   7. Click RETRIEVE
      

3. Select filter Criteria:

   1. Column: Select the field, e.g. Last Visit
   2. Operator: Select from the list, e.g. > Than or Equal To
   3. Value: Enter the value, e.g. 01/01/2017
   4. Logical: Choose And to define a finish date of the search, or more filters such as Age (optional)

4. Click OK

   Click here for common filters

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

6. Click CREATE BATCH
   

   

7. Select Recall Letters

   1. Click SMS

   2. Click SELECT READY

8. Click SEND

   

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

10. Select Recall Letters

11. Click E-MAIL

12. Select all patients with nothing entered in the Printed column (sms or e-mail unsent)

13. Select Recall Letters

14. Click PRINT