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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:

Examples of contact lists include:

What would you like to do?

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Create a Contact List

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Creating and Editing Query Templates

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View an Existing Contact List

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Contact Patients on a List

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Exporting Contact Lists

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 

Creating 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