Contact Lists, Patient Queries for Oral Health Surveys

From EXACT v12.6 it is possible to create finely-tuned Queries and Contact Lists from Oral Health Surveys records.

This is especially useful for creating marketing campaigns based on Oral Health Survey data.

See also: Patient Contact Lists | Creating a new Campaign

To create an Oral Health Survey Query Template

1. Select Administration from the main menu bar (see image below).
2. In the menu select Contact Lists.
3. Select Create List to open the Create Contact List window.
4. Click the Select a Query Template button.

   
   

5. In the View Query Templates window, select +1 to open the Add Query Template window (see image below).
6. Type a Description for this Query Template.
7. Click the button Insert a Patient Selection into the list. to open the Insert Condition window.

   
   

8. In the Select Condition window, select Oral Health Survey (see image below).
9. Select OK.

   

   The Edit Patient Selection window displays.

   
   

   This has multiple selection options so consider carefully what is required:

   

   

   From this point you can add further parameers or leave them out by means of the checkboxes.

   

   

   

10. When your selectyions are as required, click OK (see image above).

    Your query lists in the Add Query Template window:

    

11. To further fine-tune this template, use the AND / OR to add further queries (see image below).
12. Click OK.

    

13. In the Create Contact List window, type a Description for the List (see image below).
14. Add Keywords that relate to this Contact List.
15. Specify whether this Contact List will be used for appointment booking.
16. Select OK.

    

17. Click Yes when EXACT confirms how many patients will apply and asks whether to continue:

    

    The Contacts will display in the Contact Lists screen.

See also: Patient Contact Lists | Creating a new Campaign