Generate a Batch using a User-Defined Query

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Once a User-Defined Query Template has been created, it will be available in the list of queries available in the Queries tab. Ensure the template(s) associated with the User Defined Query are updated to suit this campaign before sending.
Click here for instruction on how to create a new User Defined Query
Click here for instructions for how to edit User Defined Queries templates.

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

  2. Type: Select the relevant query

  3. Batch Name: Enter the name of the batch

  4. Provider: Select a Provider or All Providers

  5. 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

  6. Items: Only enter item(s) if the batch should only include patients who have had these items performed in the Period entered (below)

  7. Period: If item(s) are present, this field relates to when the items were performed, if no items are entered, this field relates to the patients First Seen date

  8. Click RETRIEVEmceclip0.png

  9. The filter associated with this User-Defined Query will appear:

    1. Editing is possible, otherwise, click OK to proceed

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

  11. Click CREATE BATCHmceclip2.png

    Note: once the batch is created the buttons become available
  12. Print/Send

    1. Select Recall Letters

    2. Click SMS (Note: once the batch is created the buttons become available)

  13. In the Send SMS window:

    1. Click SELECT READY

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    2. Click SEND
  14. Back in the Queries batch, select all patients with nothing entered in the Printed column (sms unsent)

  15. Select Recall Letters

    1. Click E-MAIL

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    2. In the Email preview screen, click SEND

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

  17. Select Recall Letters

    1. Click PRINT

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

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