Use the filters and settings to create a list of patients when sending postcard or mass email campaigns.

In Upload Postcard Recipients, click Select Patients.

Alternatively, in Upload Mass Email Recipients, click Select Patients.

User Query

• User Query: When checked, the window displays a Query box instead of filters. Enter the query, then click Refresh to see results.
  • User must have the User Query permission.
  • Queries must include a Select statement and include any table with a PatNum column.
  • The PatNum column cannot have an alias.
  • Complex commands cannot be used and cause an error.
• Favorites: Click to select a query from Query Favorites.

Filters

• Clinic: Filter by patients assigned to the selected clinic. Select All to show all patients.
• Patient Age: Enter the age range. The default is 1 to 110.
• Hide patients with future appointments: Check to exclude patients who have a scheduled appointment.
• Exclude patients not seen since: Check to exclude patients who have not been seen since the entered date.
• Exclude patients seen since: Check to exclude patients who have been seen since the entered date.

Filters (continued)

• Preferred Contact Method: Filter by preferred contact method as set in the Edit Patient Information window.
  • Any: Patient has any method set as preferred contact method.
  • Email: Patient has email set as preferred contact method.
  • None: Patient does not have a preferred contact method set.
• Patient Status: Filter by patient status. Options include:
  • Patient
  • Non-patient
  • Inactive
  • Archived
  • Prospective
• Patient Billing Type: Filter by Billing Type.

Available Patients

The list of patients matching the filter criteria show. Select which patients should receive the communication.

• Set All: Mark all patients to send to.
• Set Selected: Set only the selected patients to send to.
• Clear Selected: Clear the Send list.
• Clear All: Clear all selected patients.
• OK: Click to continue to Postcards or Mass Email.