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Introduction
Patient Contact Lists is a feature that can be used to search your database and find a specific groups of patients for:
- Reporting Purposes - Finding how many patients match a search
- Contacting Patients. Send email/sms/letter messages to a large number of patients at once.
- Creating a list for admin purposes - Create a patient list you can go through to check details or make changes to patients.
- Easily book appointments, using the Multi Column appointment book
Examples of contact lists include:
- All patients who have not been seen in the last three years
- New patients
- Patients with failed appointments.
- List patients with no appointments in the last 12 months
- List patients without appointments booked in the next 3 months
- List all patients who have had a tooth extracted
- List all inactive patients
What would you like to do?
Software of Excellence Portal Videos
Below are some videos hosted on the Software of Excellence Portal that covers contact lists:
Video series for Contact Lists and Queries
Mini-masterclass - Contact Lists
Find Patients with no appointments in the last 12 months
Find Patients without appointments booked in the next 3 months
Query - Finding Patients of a certain age range
Query Payor - Finding Patients by Payor
Finding all your active Patients
Searching for Patients with a specific treatment code
Searching for Patients by payor with no appointments in the last 2 years