PATIENT MANAGEMENT PROGRAM
patients who will receive the email based upon certain criteria. The recall type letter we are using above
will require us to select patients that have not been in the office for a certain period of time.
Place a check mark beside Last Visit Date <= (less than or before) and type in a date. This date should be
at least three months ago so that you are not capturing patients that have been in recently or have an
appointment booked.
Place a check mark beside has Email and one beside “Do not Contact” is NOT checkmarked. Click
Accept.
Using query fields to define and choose appropriate patients:
Many items that are available in the query are fields that exist in the Patient Information tabs. When
using the query for email it is important to consider the use of some fields that will define and
accurately choose patients for the communication being sent.
The table below shows selections we suggest you consider when using the query.
Field:
Why:
has Email
These patients have an email address on file. You should check this
option to include only patients that have an email address.
does NOT have Email
Use this option to find out who you need email addresses for
Phone Reminders is
checkmarked
These patients would prefer a reminder phone call
Phone Reminders is NOT
checkmarked
Patients that do not want or did not specify that a phone call reminder is
preferable
Email Reminders is
checkmarked
These patients would prefer a reminder email
Email Reminders is NOT
checkmarked
Patients that do not want or did not specify that an email reminder is
preferable
Do not Contact is
checkmarked
These patients do not want to receive contact from your office. NOTE:
Contact your accountant or bookkeeper regarding patient privacy when
contacting a patient about an outstanding account balance
Do not Contact is NOT
checkmarked
These patients are okay to receive contact. To protect your patient’s
privacy you should always choose this option to eliminate patients that
request no contact
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