Communication preferences US + CA systems

UK systems

Checkbox Name	Checkbox Function
Do not send commercial messages (US+CA)	If set, the patient will be excluded from all marketing campaigns marked as commercial.
Consent to receive commercial messages (UK)	If set, the patient will receive all marketing campaigns marked as commercial.
Do not request online review (All)	If set, this patient will be excluded from automated online review exports.

On the Patient browser tab, open the patient's file.
Click the Marketing tab.
Click the Do not send commercial messages box.

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.

4. In the Patient referral source dialog box, select the new referral source.

5. Click Continue.

If the patient was referred by another patient you can select the "show patients" button and search for the patient

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.

4. Optionally, click on the Hide completed recalls button to remove all completed recalls from your view

On the Patient browser tab, open the patient's file.
Click the Marketing tab.
In the Grouping panel, click ADD.
In the Select groups dialog box, click on the desired group(s) and click Ok.

You may only select multiple groups if a note is NOT required

5. The patient note will appear in the following places:

There is a 30 character limit to the group notes

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