For creating patient lists EXACT has a Contacts who gave consent condition that enables you to create a Query Template to identify those Contacts who gave consent or to identify those who did not give consent for the practice business communications.
Use this when you create contact lists for business communications. Each list can be based on multiple variables as shown below.
To set up a Contact Consent Query Template
Select Configure > Patient Query Templates to open the Query Templates desktop:
Select the +1 button to open the Add Query Template window.
Type a Description name for this Query Template (for example Contacts who gave consent).
Click the Insert... selector.
Scroll down and select Contact Preferences.
Select OK to open the Edit Patient Selection window:
Select either Patients with or Patients without.
Optionally check (tick) Prompt for Entries. If checked, EXACT will prompt you to add patients when you construct your Contact List, and you can opt not to.
Select an option: Product and Service Information or Promotion, or All Other Communications.
Check (tick) the options under Contact Preferences.
Select OK to view your new Query Template in the Add Query Template window:
Select OK to return to the Query Templates desktop, where you should see your new Query Template listed:
When you Create Lists you will then have your Query Template as an option:
