Due to COVID-19, dental practices can send E-mail, Letter and/or SMS to all patients regarding the practices' policy and instructions during this period.
This procedure can be completed by generating a Simple Query.
Set Query Templates
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Click the navigation menu > Debtors & Marketing > Mail Merge Setup page
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Mail Merge Category: Queries
- Select Simple Query Wizard
- SMS Template: Click the Edit icon to design the SMS template
- Letter Template: Click the Edit icon to design the e-mail and/or letter template
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Design the template as required for this query
- Select Simple Query Wizard
Run the Query Batch
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Click the navigation menu > Debtors & Marketing > Queries page
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Type: Select Simple Query Wizard
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Batch Name: Enter the name of the batch, e.g. COVID-19 instructions
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Provider: Select a Provider or All Providers
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Exclude the following categories: Ensure all patient categories to be excluded are selected
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Excl. patients not seen in: Only enter a number to exclude patients not seen in as many months
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...and mailed this letter within: Only enter a number to exclude patients who have received this exact query in as many months
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... and have appts over next: Only enter a number to exclude patients who have upcoming appointments in as many days - It is recommended that for this query, leave it as 0 to include all patients
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Click RETRIEVE
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Option A: Send to All Previously Treated Patients
- Column: Select First Seen Date
- Operator: Select Doesn't Equal
- Value: Enter null
- Click OK
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Option B: Active Patients (Treated in past 18 months)
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Column: Select Last Visit
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Operator: Select > Than or Equal
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Value: Enter 1st date of the month 18 months prior
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Click OK
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Highlight: All Rows, or manually select those to include
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Click CREATE BATCH
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Select Recall Letters
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Click SMS
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Click SELECT READY
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Click SEND
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Back in the Queries batch, select patients with nothing entered in the Printed column (SMS unsent)
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Select Recall Letters
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Click E-MAIL
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File menu > Save
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Click SEND
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Back in the Queries batch, select all patients with nothing entered in the Printed column (sms or email unsent)
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Select Recall Letters
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Click PRINT
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Click PRINT CURRENT or PRINT ALL
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