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Updating preferred language
- On the Patient browser tab, open the patient's file.
- Click the Marketing tab.
- In the Preferred language panel, click the drop-down menu to select the desired language, and click
.Status title Update - In the Confirm operation dialog box, click Yes to proceed.
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Communication preferences
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Checkboxes
Checkbox Name | Checkbox Function |
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Do not send commercial messages | If set, the patient will be excluded from all marketing campaigns marked as commercial. |
Do not request online review | If set, this patient will be excluded from automated online review exports. |
Stopping patients from receiving commercial messages
- On the Patient browser tab, open the patient's file.
- Click the Marketing tab.
Click the Do not send commercial messages box.
Image AddedNote The same setting can be accessed in the Details tab, at the bottom.
A patient marked as Do not mail is automatically excluded from any marketing campaigns marked as commercial.
Updating referral information
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- On the Patient browser tab, open the patient's file.
- Click the Marketing tab.
- In the Referrer panel select the sale, appointment or patient created date.
- Rick click and select Edit referral source.
4. In the Patient referral source dialog box, select the new referral source.
5. Click Continue.
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If the patient was referred by another patient you can select the "show patients" button and search for the patient |
Viewing contact history
- On the Patient browser tab, open the patient's file.
- Click the Marketing tab.
- View the Contact history panel to see the date and name of any marketing campaigns which have included the patient.
Viewing recall history
- On the Patient browser tab, open the patient's file.
- Click the Marketing tab.
- View the Recalls panel to see the following information:
- Recall date
- Recall type
- Assignee
- Notes
- The outcome for completed/canceled recalls.
4. Optionally, click on the Hide completed recalls button to remove all completed recalls from your view
Adding patients to groupings
- On the Patient browser tab, open the patient's file.
- Click the Marketing tab.
- In the Grouping panel, click
.Status title Add In the Select groups dialog box, click on the desired group(s) and click Ok.
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You may only select multiple groups if a note is NOT required |
Editing Group Notes
- On the Patient browser tab, open the patient's file.
- Click the Marketing tab.
- In the Grouping panel, highlight a patient group and click
Status title Edit group notes - In the Edit group notes dialog box, type in the note or date needed.
5. The patient note will appear in the following places:
- Next to the patient group in a blue bubble
- On the patient summary tab when you hover over the patient group
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There is a 30 character limit to the group notes |
Stopping patients from receiving commercial messages
Click the Do not send commercial messages box.
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Note |
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The same setting can be accessed in the Details tab, at the bottom. A patient marked as Do not mail is automatically excluded from any marketing campaigns marked as commercial. |
Marking patients cash sales only
In the Confirm operation dialog box, click Yes.
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