How do I filter campaigns?

1. Navigate to the Campaigns tab. Then click the New Campaign button.

2. Choose locations to determine the patient list you're selecting from.

3. After clicking next, you will be presented with a page to select the patients more specifically. To begin, select whether you would like the campaign sent to All Patients at the locations you selected, Specific Patients within those locations (this will expand additional filters to choose from), or upload a CSV list of specific patients. You also have the opportunity to exclude patients who have not yet completed an appointment using the checkbox.

 

4. If you choose Select Patients, additional filters expand.

  • Patient Age Range, which can be used in combination with either of the filters below, Past Appointments or Upcoming Appointments.
  • Past Appointments, used to filter within appointments scheduled to occur in the past. Includes selections for date range (dates and times), the appointment type (this function requires Templates by Appointment Type and Appointment Type mapping to function), the status (checked in, canceled, etc.), and which provider was scheduled.
  • Upcoming Appointments, used to filter within appointments scheduled at any point in the future--including later that day. Includes selections for date range (dates and times), the appointment type (this function requires Templates by Appointment Type and Appointment Type mapping to function), the status (checked in, canceled, etc.), and which provider was scheduled.

5. You may also choose to upload a CSV file of your preferred patients. If uploading a CSV file, please make sure it’s uploaded in exactly the recommended format. You can find the recommended format by clicking the “sample CSV” button.

6. Once you’ve selected the desired filters, or uploaded a CSV file, click next. You’ll be presented the option to remove individual patients by clicking the trash bin icon next to their name. Once you’ve given your list a final review, click save recipients

7. You’re now able edit the content of your campaigns!