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

Field nameDescriptionData field

<All active clients>

Every active patient, not marked inactive nor deceasedStatus in patient Details tab
<All active clients> + active QuickAddsEvery active patient and QuickAdd, not marked inactive nor deceasedStatus in patient Details tab and Edit QuickAdd screen 
All active Quickadds Every active QuickAddStatus in Edit QuickAdd screen
All clients (active, inactive, deceased, do not mail)Every patientStatus in patient Details tab
All clients (active, inactive, deceased, do not mail) + all QuickAddsEvery patient and QuickAddStatus in patient Details tab and Edit QuickAdd screen 
AppointmentsType of appointment scheduled between a specified date rangeEvent type on Schedule
Battery salesSale of an item from batteries catalogSale in patient Sales History tab
Birthday cardsBirthdateDOB in patient Details tab
Hearing aids without service plansHearing aids on file that do not have a service plan addedPatient Hearing aids tab
Journal EntriesJournal entry typePatient Journal tab
Last appointment (by type)Type of appointment within a specified date rangeEvent type on Schedule
Last journal entryType of last journal entryPatient Journal tab
Loss and damage lettersDate of loss and damage warranty expirationL&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 dateL&D Warranty and purchase date in patient Hearing aids tab
Most recent appointmentMost recent appointment before a specified date, regardless of any future appointment(s)Event date on Schedule
Patient referralAny patient referral added within a specified date rangePatient Marketing tab
RecallsRecall type within a specified date rangeRecalls on the main toolbar
Service PlansService plan type that expires within a specified date rangePatient Hearing aids tab
Tested, not soldTested, 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 lettersDate of warranty expirationWarranty 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 dateWarranty expiry and purchase date in patient Hearing aids tab
Warranty OR L&D combined lettersDate of warranty expiration or date of loss and damage warranty expirationWarranty 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 dateWarranty expiry or L&D Warranty and purchase date in patient Hearing aids tab
Patient Attributes

AgeAge of patientDOB in patient Details tab
Age (including blank birthdate)Age of patient + patients with blank DOB fieldsDOB in patient Details tab
CityCityPatient Details tab
Creation dateCreated date of the patient filePatient Journal Tab
Email addressEmail addressPatient Details tab
Home telephone #Telephone (home)Patient Details tab
LocationAssigned locationPatient Details tab
LanguagePreferred languagePatient Marketing tab
OK to mailA patient is considered OK to mail if their Do not mail checkbox is not checkedPatient Details tab
OK to emailA patient is considered OK to mail if their Do not email checkbox is not checkedPatient Details tab
OK to mail or emailA patient is considered OK to email their Do not mail and Do not email checkboxes are not both checkedPatient Details tab
Original referral sourceReferral source selected when the patient file was createdPatient Marketing tab
Original referrer typeReferrer type selected when the patient file was createdPatient Marketing tab
ProviderAssigned providerPatient Details tab
QuickAddIs the patient a QuickAdd filePatient Browser tab
StatusStatus of patient filePatient Details tab
StreetStreetPatient Details tab
Zip/Postal codeZip/Postal codePatient Details tab
Additional Filters

Patient groupingPatients in an assigned groupGrouping in patient Marketing tab
Patient grouping NOTExclude patients in an assigned groupGrouping in patient Marketing tab
Patient typePatient type(s)Patient Audiology tab
Patient type NOTExclude patient type(s)Patient Audiology tab
InsurerPatients with a specific insurer on fileAn insurer in patient Insurers tab
Insurer NOTExclude patients with a specific insurer on fileAn insurer in patient Insurers tab
StateStatePatient Details tab
Aid manufacturerHearing aid manufacturer of active aidModel in patient Hearing aids tab
Aid modelHearing aid model of active aidModel in patient Hearing aids tab
Aid model name or imported descriptionText string of hearing aid model, for active aid imported from previous OMSModel in patient Hearing aids tab
Aid model name or imported description NOTExclude text string of hearing aid model, for active aid imported from previous OMSModel in patient Hearing aids tab
Aid technologyHearing aid technology of active aidPatient Hearing aids tab + Hearing aid catalog
Aid styleHearing aid style of active aidStyle in patient Hearing aids tab
Aid costManufacturer cost from the vendor bill (if a bill is entered) otherwise it's the Manufacturer cost from SetupPatient Hearing aids tab
Aid pricePatient price on the orderPatient Hearing aids tab
Aid warranty expirationDate of warranty expirationWarranty expiry in patient Hearing aids tab
Aid loss and damage expirationDate of loss and damage warranty expirationL&D Warranty in patient Hearing aids tab
Last aid purchaseLast purchase date (invoice date) of active aidPurchase date in patient Hearing aids tab
Last aid purchase before (OR never)Last purchase date (invoice date) of active aid, including patients with no aids on filePurchase date in patient Hearing aids tab
Last aid purchase (MM-DD)Month and day of last purchase date (invoice date) of active aidPurchase date in patient Hearing aids tab
Last assessmentLast assessment dateHistory date in patient Audiology tab
Last assessment before (OR never)Last assessment date, including patients with no assessment date on fileHistory date in patient Audiology tab
Last marketing contact before (OR never)Last contact history date, including patients with no contact history on fileContact history in patient Marketing tab
Last marketing contact NOTExclude last contact history dateContact history in patient Marketing tab
Marketing contact NOTExclude Contact history in patient Marketing tab
Last purchase before (OR never)Last purchase date (invoice date) of any sale on file, including patients with no sales historyPatient Sales History tab
Last appointmentLast patient appointment date, excludes patients with upcoming appointmentEvent date on Schedule
Last appointment before (OR never)Last patient appointment date, including patients with no appointments ever scheduledEvent date on Schedule
Appointment typePatients with past of future specified type of appointmentEvent type on Schedule
Aid return dateDate of Return of hearing aidPatient Sales History tab
Quote dateDate of quote provided for hearing aid(s)Patient Journal tab
Patient referral datePatients referred by other patients within specified date rangeReferrer type 'Patient' in patient Marketing tab
Hearing loss severitySelected severity for last assessment on patient's fileSeverity in patient Audiology tab
Hearing loss typeSelected type for last assessment on patient's fileType in patient Audiology tab
Hearing loss shapeSelected shape for last assessment on patient's fileShape in patient Audiology tab
ICD codeSelected ICD code for last assessment on patient's fileDiagnostic code(s) in patient Audiology tab
Recall typePatients with specific recall typeRecall type in Recalls on the main toolbar
Recall datePatients with any type of recall within a specified date rangeRecall date in Recalls on the main toolbar
Recall assigneePatients with a recall assigned to a specific staff memberRecall assignee in Recalls on the main toolbar
Appointment datePatients with any type of appointment within a specified date range, regardless of appointment scheduled outside of date range selectedEvent date on Schedule
Appointment date NOTExclude patients with any appointment within a specified date range, regardless of appointment scheduled outside of date range selectedEvent date on Schedule
Repair dateDate of delivery of repaired hearing aid(s)Patient Sales History tab
Repair typePatients with repaired aids of a specified type, which have been deliveredPatient Sales History tab
Reference numberReference #Patient Details tab
Referrer TypeReferrer type selected Patient Marketing tab
Referral SourceReferral source selectedPatient Marketing tab
Account balanceBalance on patient filePatient Summary and Sales history tab
Last aid return (without subsequent HA purchase)Last hearing aid returned on a patient file without a hearing aid purchase processed afterwardPatient Hearing aids tab


Operators

When specifying a condition in a filter, an operator must also be selected so Blueprint OMS understands how the filtering should be executed. Use any of the following operators:

OperatorDescriptionExample
Equal to (=)

Includes search results where the value is equal to the description.

For example, if the condition Age = 50 is specified under Patient attributes, the filter only includes patients who are currently 50 years of age.
Not equal to (!=)

Excludes all search results where the value is equal to the description.

For example, if the condition State != MN is specified under Additional filters, the filter excludes all patients who live in the specified state.
Greater than (> ) and less than (< )

Filters results based on numerical or alphabetical order, depending on the description field.

For example, if the condition Street < South is specified under Patient attributes, the filter only includes patients who have a street name that comes before 'South’ when organized alphabetically. Similarly, if the condition Last aid purchase > 2012-01-01 is specified under Additional filters, then the filter only includes patients who have aids on file that were purchased after January 1, 2012.
LIKEAllows for comparisons based on the first part of a word or phrase.

For example, if the condition Street Name LIKE Fin is specified, the filter includes patients who live on a street that begins with 'Fin,’ such as Finch Avenue.

A period (.) acts as a wildcard. For example, the condition Home telephone# LIKE 952....... returns all patients in the area code '952.'

For example, Email address LIKE @ returns all patients with an email address on file.

When using the LIKE operator, Shift + \ will allow for multiple entries. For example, the condition City LIKE Minneapolis|Watertown returns all patients living in Minneapolis or Watertown.

IN

Works like the equal to operator, except a range of values can be specified. This operator is useful in selecting patient groups as a filter.

For example, under Additional filters, selecting Patient grouping as the description, IN as the operator, and double-clicking in the value field retrieves a list of possible groups to include (hold the Ctrl key on the keyboard while clicking the desired options). Once you have selected the groups to include, click the Ok button to set the entire range as the value. As a sample resulting formula, Client grouping IN [Battery club, Homebound] includes patients who are members of either 'Battery club' group or 'Homebound' group.

BETWEENFilters results based on date range.For example, if the condition Aid return date BETWEEN 2014-07-01 AND 2014-07-31 is specified under Additional filters, the filter only includes patients who have returned a hearing aid in the month of July 2014.

Values

Be aware of the following value guidelines:

  • A value can be a date, number, name, or range depending on the specified description and operator.
  • When making date comparisons, the date must be in YYYY-MM-DD format.
  • When making value comparisons using operators, all values are case-sensitive, which means that Street = main does not return the same results as Street = Main, as the former condition has the word 'Main' capitalized.
Once saved, a filter can be removed by selecting it and clicking the Delete key on the keyboard.