Click the Marketing button on the main toolbar.
Click the Patient groups tab.
Patient groups can be created and used to include specific patients in marketing campaigns. |
Click the Marketing button on the main toolbar.
Click the Patient groups tab.
On the Patient groups tab, click .
In the Create patient group dialog box, enter a group name and click .
Click the Marketing button on the main toolbar
Click the Patient groups tab
On the Patient groups tab, select a patient group and click
5. Click .
Click the Marketing button on the main toolbar.
Click the Patient groups tab.
On the Patient groups tab, select the desired patient group.
Click .
All patients included in the group will have the grouping removed from their Marketing tab. |
Click the Marketing button on the main toolbar.
Click the Patient groups tab.
On the Patient groups tab, do one of the following:
Select a patient group and click .
Double-click a patient group.
Click the Marketing button on the main toolbar.
Click the Patient groups tab.
On the Patient groups tab, do one of the following:
Select a patient group and click .
Double-click a patient group.
Click .
In the Select patients dialog box, do one of the following:
To add patients to the group, select patients from the Available patients list, and click the left arrow. The selected patient is added to the Selected patients list.
To remove patients from the group, select patients from the Selected patients list, and click the right arrow. The selected patient is removed from the Selected patients list.
To select more than one patient, hold the Ctrl key on the keyboard while selecting the desired patients. |
The Available patients list shows only patients accessible in the current location. To add patients from multiple locations, navigate back to the Patient browser and select <All> from the Location drop-down menu. |
Add individual patients into a group by clicking on the patient's Marketing tab. |
Click the Marketing button on the main toolbar.
Click the Patient groups tab.
On the Patient groups tab, do one of the following:
Select a patient group and click .
Double-click a patient group.
Click .
Then, select the printing template, set a signer, and hit .
6. A new tab will open, displaying the document. In that tab, select the printer icon in the top left-hand corner to print the correspondence.
Click the Marketing button on the main toolbar.
Click the Patient groups tab.
On the Patient groups tab, do one of the following:
Select a patient group and click .
Double-click a patient group.
Click . A drop-down menu will appear, prompting you to pick between a full export and a short export. A full export contains detailed information about the patients' accounts, whereas a short export mainly contains contact information.