Generate a Batch using Extended Query Filter

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 Date of Birth is Today.

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

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

2. Type: Extended 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. Either paste a filter, click here for common filters, or use the Functions, Columns, Operators and Values to build one
   

4. Click OK

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 page, 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