Generate a Treatment Plan Incomplete Query

The Treatment Plan Incomplete Query generates a list of patients who have an active (or inactive) Treatment Plan which has outstanding items on it over a period. 

Ensure the template(s) associated with Treatment Plan Incomplete are updated to suit this campaign before sending.

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

2. Type: Treatment Plan Incomplete

3. Batch: New Batch

   1. Batch Name: Enter the name of the batch, e.g. Incomplete visits June2021

   2. Plan Status: Select from either active or inactive

   3. Provider: Select a Provider or All Providers

   4. Exclude the following categories: Ensure all patient categories to be excluded are selected

   5. Excl. patients not seen in: Only enter a number to exclude patients not seen in as many months

   6. ... and mailed this letter within: Only enter a number to exclude patients who have received this exact query in as many months

   7. ... and have appts over next: Only enter a number to exclude patients who have upcoming appointments in as many days

   8. Period: The period refers to the date the Treatment Plan was created

   9. Items: Enter item to only show patients with those specific items outstanding

   10. Click RETRIEVE

       

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

5. Click CREATE BATCH

6. Print/Send

   1. Select Recall Letters

   2. Click SMS
      
      

   3. Click SELECT READY

   4. Click SEND

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

   1. Select Recall Letters

   2. Click  E-mail

      
      

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

   1. Select Recall Letters 

   2. Click Print