Marketing and reporting improvements

In this article:

Marketing improvements

• Recall displays phone number
• Completed automatic recalls now recorded in patient file
• New “Appointments” primary marketing filter
• New “Last marketing contact NOT” filter
• Patient creation date added to campaign exports

Reporting improvements

• Cleaner Patient A/R statement (with 3rd party details)

Marketing improvements

Completed automatic recalls now recorded in patient file

These are shown on the patient’s Marketing tab.

Completed recall recorded in patient marketing tab

More information about patient recalls can be found here.

New “Appointments” primary marketing filter

This filter will search find all patients who had a certain appointment type within a specified date range.

“Appointments” primary filter

New “Last marketing contact NOT” filter

This filter makes it possible to exclude patients based on the date of their most recent marketing contact.

“Last marketing contact NOT” additional filter

More information about marketing campaigns can be found here.

Patient creation date added to campaign exports

This applies to both the full and short export formats, and can be used for sorting and filtering in Excel.

Campaign export showing patient creation date column

Reporting improvements

Cleaner “Patient A/R statement (with 3rd party details)”

The formatting of the Patient A/R statement (with 3rd party details) report has been improved, and the Start date parameter is no longer required.

Patient A/R statement (with 3rd party details)