Setting selection criteria for manual marketing campaigns
Overview
A campaign is defined by a filter, or combination of filters, used to target specific patients. A filter consists of various conditions, while each condition consists of the following three parts:
Description → Operator → Value
The Description is the field the filter is based on, the Operator is used to determine how to filter, and the Value is used to make the comparison.
Description
The description specifies the field(s) that Blueprint OMS utilizes to make the filtering comparison. This includes information associated with patients such as age, address, insurer, as well as other information, like hearing aid manufacturer, patient grouping, and last aid purchase date.
Primary Filters |
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Field name | Description | Data field |
<All active clients> | Every active patient, not marked inactive nor deceased | Status in patient Details tab |
<All active clients> + active QuickAdds | Every active patient and QuickAdd, not marked inactive nor deceased | Status in patient Details tab and Edit QuickAdd screen |
ADP Eligible now (Canada only) | Every patient who has invoices on file (with a portion allocated to ADP), 5 years old or older as of the current date. | Last purchase date (invoice date) of active aid |
All active Quickadds | Every active QuickAdd | Status in Edit QuickAdd screen |
All clients (active, inactive, deceased, do not mail) | Every patient | Status in patient Details tab |
All clients (active, inactive, deceased, do not mail) + all QuickAdds | Every patient and QuickAdd | Status in patient Details tab and Edit QuickAdd screen |
Appointments | Type of appointment scheduled between a specified date range | Event type on Schedule |
Battery sales | Sale of an item from batteries catalog | Sale in patient Sales History tab |
Becoming ADP Eligible (Canada only) | Every patient who has invoices on file (with a portion allocated to ADP), within the specified date range. | Last purchase date (invoice date) of active aid |
Birthday cards | Birthdate | DOB in patient Details tab |
Hearing aids without service plans | Hearing aids on file that do not have a service plan added | Patient Hearing aids tab |
Journal Entries | Journal entry type | Patient Journal tab |
Last appointment (by type) | Type of appointment within a specified date range | Event type on Schedule |
Last journal entry | Type of last journal entry | Patient Journal tab |
Loss and damage letters | Date of loss and damage warranty expiration | L&D Warranty in patient Hearing aids tab |
Loss and damage letters (with age condition) | Date of loss and damage warranty expiration on a hearing aid that was purchased before a specified date | L&D Warranty and purchase date in patient Hearing aids tab |
Managed Care hearing aids |
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Most recent appointment | Most recent appointment before a specified date, regardless of any future appointment(s) | Event date on Schedule |
Patient referral | Any patient referral added within a specified date range | Patient Marketing tab |
Recalls | Recall type within a specified date range | Recalls on the main toolbar |
Service Plans | Service plan type that expires within a specified date range | Patient Hearing aids tab |
Tested, not sold | Tested, with hearing loss specified (excludes patients with a normal hearing loss), and no hearing aid purchase on file (or hearing aids present on file over a specified age) | Assessment date and hearing severity in patient Audiology tab + purchase date of aids in patient Hearing aids tab |
Warranty letters | Date of warranty expiration | Warranty expiry in patient Hearing aids tab |
Warranty letters (with age condition) | Date of warranty expiration on a hearing aid that was purchased before a specified date | Warranty expiry and purchase date in patient Hearing aids tab |
Warranty OR L&D combined letters | Date of warranty expiration or date of loss and damage warranty expiration | Warranty expiry or L&D Warranty in patient Hearing aids tab |
Warranty OR L&D combined letters (with age condition) | Date of warranty expiration or date of loss and damage warranty expiration on a hearing aid that was purchased before a specified date | Warranty expiry or L&D Warranty and purchase date in patient Hearing aids tab |
Patient Attributes |
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Age (months) | Age of patient | DOB in patient Details tab |
Age (months) (include blank birthdate) | Age of patient + patients with blank DOB fields | DOB in patient Details tab |
Age (weeks) | Age of patient | DOB in patient Details tab |
Age (weeks) (include blank birthdate) | Age of patient + patients with blank DOB fields | DOB in patient Details tab |
Age (years) | Age of patient | DOB in patient Details tab |
Age (years) (include blank birthdate) | Age of patient + patients with blank DOB fields | DOB in patient Details tab |
City | City | Patient Details tab |
Creation date | Created date of the patient file | Patient Journal Tab |
Email address | Email address | Patient Details tab |
Language | Preferred language | Patient Marketing tab |
Location | Assigned location | Patient Details tab |
OK to email | A patient is considered OK to mail if their Do not email checkbox is not checked | Patient Details tab |
OK to mail | A patient is considered OK to mail if their Do not mail checkbox is not checked | Patient Details tab |
OK to mail or email | A patient is considered OK to email their Do not mail and Do not email checkboxes are not both checked | Patient Details tab |
Original referral source | Referral source selected when the patient file was created | Patient Marketing tab |
Original referrer type | Referrer type selected when the patient file was created | Patient Marketing tab |
Provider | Assigned provider | Patient Details tab |
QuickAdd | Is the patient a QuickAdd file | Patient Browser tab |
Status | Status of patient file | Patient Details tab |
Street | Street | Patient Details tab |
Telephone # (any) | Telephone (home, mobile, work) | Patient Details tab |
Telephone # (home) | Telephone (home) | Patient Details tab |
Telephone # (mobile) | Telephone (mobile) | Patient Details tab |
Telephone # (work) | Telephone (work) | Patient Details tab |
Zip/Postal code | Zip/Postal code | Patient Details tab |
Additional Filters |
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3rd party payer | Patients with a specific insurer on file | An insurer in patient Insurers tab |
3rd party payer NOT | Exclude patients with a specific insurer on file | An insurer in patient Insurers tab |
Account Balance | Balance on patient file | Patient Summary and Sales history tab |
Aid cost | Manufacturer cost from the vendor bill (if a bill is entered) otherwise it's the Manufacturer cost from Setup | Patient Hearing aids tab |
Aid loss and damage expiration | Date of loss and damage warranty expiration | L&D Warranty in patient Hearing aids tab |
Aid manufacturer | Hearing aid manufacturer of active aid | Model in patient Hearing aids tab |
Aid manufacturer NOT | Exclude manufacturer | Model in patient Hearing aids tab |
Aid model | Hearing aid model of active aid | Model in patient Hearing aids tab |
Aid model name or imported description | Text string of hearing aid model, for active aid imported from previous OMS | Model in patient Hearing aids tab |
Aid model name or imported description NOT | Exclude text string of hearing aid model, for active aid imported from previous OMS | Model in patient Hearing aids tab |
Aid model NOT | Exclude model name | Model in patient Hearing aids tab |
Aid price | Hearing aid price | Model in patient Hearing aids tab |
Aid return date | Hearing aid return date range |
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Aid service plan expiration | Hearing aid service plan expiration date | Model in patient Hearing aids tab |
Aid style | Hearing aid style of active aid | Style in patient Hearing aids tab |
Aid technology | Hearing aid technology of active aid | Patient Hearing aids tab + Hearing aid catalog |
Aid warranty expiration | Date of warranty expiration | Warranty expiry in patient Hearing aids tab |
Appointment date | Appointment date | Event date on Schedule |
Appointment date NOT | Exclude Appointment date | Event date on Schedule |
Appointment type | Appointment type used to schedule patient | Event date on Schedule |
Appointment type NOT | Exclude appointment type | Event date on Schedule |
Hearing loss severity | Selected severity for last assessment on patient's file | Severity in patient Audiology tab |
Hearing loss shape | Selected shape for last assessment on patient's file | Shape in patient Audiology tab |
Hearing loss type | Selected type for last assessment on patient's file | Type in patient Audiology tab |
ICD code | Selected ICD code for last assessment on patient's file | Diagnostic code(s) in patient Audiology tab |
ICD code NOT | Exclude ICD code for last assessment on patient's file | Diagnostic code(s) in patient Audiology tab |
Last aid purchase | Last purchase date (invoice date) of active aid | Purchase date in patient Hearing aids tab |
Last aid purchase (MM-DD) | Month and day of last purchase date (invoice date) of active aid |