Excluding patients who have had a campaign service invoiced

Practices that use different Service vs Appointment codes sometimes inadvertently re-market to patients who have already met the criteria for a campaign.

To prevent this, from v12.5 EXACT checks patient invoicing to exclude patients who have had a campaign service invoiced during the campaign.

For example:

In the above campaign, each time that EXACT re-runs the automation task for campaigns it implements the following:

• Any patients who have had a DRELS campaign service completed between the Campaign Start and Campaign End times are marked as completed on the campaign list, and will therefore not receive further marketing communications.
• EXACT adds a record to the History tab to the effect "Excluded due to completing a campaign service today".