Setting selection criteria for manual marketing campaigns
- Jessica Colaw
- Level 2
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.
DescriptionÂ
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.Â
Primary Filters | ||
|---|---|---|
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 | ||
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 | ||
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)Â | 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 | ||
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 | |
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 | Purchase 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 file | Purchase date in patient Hearing aids tab |
Last aid return (without subsequent HA purchase) | Last hearing aid returned on a patient file without a hearing aid purchase processed afterward | Patient Hearing aids tab |
Last appointment | Last patient appointment date, excludes patients with upcoming appointment | Event date on Schedule |
Last appointment before (OR never) | Last patient appointment date, including patients with no appointments ever scheduled | Event date on Schedule |
Last assessment | Last assessment date | History date in patient Audiology tab |
Last assessment before (OR never) | Last assessment date, including patients with no assessment date on file | History date in patient Audiology tab |
Last marketing contact before (OR never) | Last contact history date, including patients with no contact history on file | Contact history in patient Marketing tab |
Last marketing contact NOT | Exclude last contact history date(s) | 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 history | Patient Sales History tab |
Marketing contact NOT | Exclude marketing contact date(s) | Contact history in patient Marketing tab |
Patient grouping | Patients in an assigned group | Grouping in patient Marketing tab |
Patient grouping NOT | Exclude patients in an assigned group | Grouping in patient Marketing tab |
Patient referral date | Patients referred by other patients within specified date range | Referrer type 'Patient' in patient Marketing tab |
Patient type | Patient type(s) | Patient Audiology tab |
Patient type NOT | Exclude patient type(s) | Patient Audiology tab |
Quote date | Date of quote provided for hearing aid(s) | Patient Journal tab |
Recall assignee | Patients with a recall assigned to a specific staff member | Recall assignee in Recalls on the main toolbar |
Recall assignee NOT | Exclude patients with a recall assigned to a specific staff member | Recall assignee in Recalls on the main toolbar |
Recall date | Patients with any type of recall within a specified date range | Recall date in Recalls on the main toolbar |
Recall status | Patients with specific recall status | Recall date in Recalls on the main toolbar |
Recall type | Patients with specific recall type | Recall type in Recalls on the main toolbar |
Recall type NOT | Exclude patients with specific recall type | Recall type in Recalls on the main toolbar |
Reference number | Reference # | Patient Details tab |
Referral source | Referral source selected | Patient Marketing tab |
Referral source NOT | Exclude referral source | Patient Marketing tab |
Referrer type | Referrer type selected | Patient Marketing tab |
Referrer type NOT | Exclude referrer type | Patient Marketing tab |
Repair date | Date of delivery of repaired hearing aid(s) | Patient Sales History tab |
Repair type | Patients with repaired aids of a specified type, which have been delivered | Patient Sales History tab |
State | State | Patient Details 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:
Operator | Description | Example |
|---|---|---|
Equal to | Includes search results where the value is equal to the description. | For example, if the condition Age EQUAL TO 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 NOT EQUAL TOÂ MN is specified under Additional filters, the filter excludes all patients who live in the specified state. |
Before After | Filters results based on numerical or alphabetical order, depending on the description field. | For example, if the condition Street BEFORE 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 AFTER 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. |
Like | Allows for comparisons based on 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. |
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. |
BETWEEN | Filters 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.