Reporting on Oral Health Surveys
Using Contact Lists you can search for patients giving a certain answer to specific Oral Health Survey questions. This is especially useful for creating marketing campaigns based on Oral Health Survey data.
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Select Administration from the main menu bar (see image below).
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In the menu select Contact Lists.
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Select Create List to open the Create Contact List window.
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Click the Select a Query Template button.
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In the View Query Templates window, select +1 to open the Add Query Template window (see image below).
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Type a Description for this Query Template.
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Click the button Insert a Patient Selection into the list. to open the Insert Condition window.
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In the Select Condition window, select Oral Health Survey (see image below).
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Select OK.
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The Edit Patient Selection window displays.
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This has multiple selection options so consider carefully what is required:
From this point you can add further parameters or leave them out by means of the checkboxes.
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When your selections are as required, click OK (see image above).
Your query lists in the Add Query Template window:
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To further fine-tune this template, use the AND / OR to add further queries (see image below).
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Click OK.
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In the Create Contact List window, type a Description for the List (see image below).
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Add Keywords that relate to this Contact List.
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Specify whether this Contact List will be used for appointment booking.
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Select OK.
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Click Yes when EXACT confirms how many patients will apply and asks whether to continue:
The Contacts will display in the Contact Lists screen.
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