Introduction:
Denticon now allows users to upload their own patient list in a CSV file to use when sending out Patient Care: Follow Up type campaigns.
Process description:
Users will need to create and save a CSV file with their patient IDs. Then when adding a Patient Care: Follow Up campaign or editing one, the user will select the option for a CSV file in the patient list type section. From there a CSV file can be selected and uploaded.
Prerequisites:
Users will need the security rights "Utilites-Automated Campaigns Dashboard Full Control" as well as "Utilities-Automated Campaigns Patient Care Campaign Management".
This is a feature that needs to be turned on for an account, if you do not see the option to add a CSV file to your Patient Care campaign, submit a ticket asking Denticon Support to enable "Site Feature: PatCareCampaign_SupportCSVFile"
Gathering materials/resources:
The office will need to create a CSV file with the following format:
Step-by-step instructions:
- Create your CSV file with the patient IDs.
- Go to Utilities>Launch>Automated Campaigns.
- Click the icon for Patient Care campaigns.
- Select the campaign you'd like to edit or click the button to "+ Add Campaign".
- In the "Patient List Type" field, select "Patient List - CSV".
- Click the "Choose File" button and upload your CSV list".
- Press Save.
Additional information:
If a patient ID is not listed in the CSV file, the patient will not receive a message.