Functions of Marketing Window
Queries for patient birthdays, recalls, and referrals, are managed within the marketing window. This window can be accessed by clicking on the marketing window on the home screen or at the top of any open window.
Excluding Inactive Patients: Check the box labeled “Ignore discharged patients”.
Excluding Patients With Balances: Select from a list of past due amounts from the drop menu labeled “Ignore Patients with balance greater than”
Excluding Specific Patients in the Patient List Window: Click the check box next to the patient.
Printing a List of Patients: Click the button “print list”
Printing Patient Addresses: Click on the appropriate print button below the patient list.