Legacy - Patient Query - Communicate with clients with reference to specfic patients
PATIENT QUERY MANAGER
VETport offers different ways to search patients e.g on birth date, active or inactive and on master problem so that the user can send marketing emails, print postcards, labels or print address lists as reports
Search patient queries by birth date, active / inactive, by master problem, search by sex status
Search Patients by Birth Date
Search Clients to email / print / post marketing material (Client Query Manager)
Search Patients on Birth date (Born Before or Born after)
1) Select Species and Breed
2) Select Born After date or Born Before date
3) List the Query list on only Active or InActive or Deceased patients. Hide suspended clients (because of bad debts) if they need not show in the search result
4) Click on "Search Client / Patient" button
5) Once the search result is displayed, the user can do any of the following:
-- Print Label (PDF)
-- Print Postcard (PDF)
-- Send marketing emails. Emails will not be sent to users whose emails were generated by Vetport, since they need not be valid emails and are generated as client login id. Emails are sent only to clients having valid addresses
-- Print Report - Print address list of the clients -(the pdf document is for all clients in the search result. No need to select clients)
-- Export as a CSV file (delimited separated text file)
-- Print Letter to send to send to clients
The process to navigate search results, additional search on client and selection of clients to print labels, postcards, send email etc exactly the same as "Search Clients to email / print / post marketing material (Client Query Manager)" help lesson
Search on Active / InActive patient
!) Search on First Active patients by selecting From and To dates (To date is optional)
2) List Query results by patients which are only Active or Inactive or Deceased. Hide suspended clients (because of bad debts) if they need not show in the search result
3) Click on "Search" button to get the search result
4) The process to navigate search results, additional search on client and selection of clients to print labels, postcards, send email etc exactly the same as "Search Clients to email / print / post marketing material (Client Query Manager)" help lesson
Search Patients on Master Problem
!) Search on Master Problem
2) Click on the check box if only list of Active Master Problems to be shown
3) List Query results by patients which are only Active or Inactive or Deceased. Hide suspended clients (because of bad debts) if they need not show in the search result
4) Click on "Search" button to get the search result
5) The process to navigate search results, additional search on client and selection of clients to print labels, postcards, send email etc exactly the same as "Search Clients to email / print / post marketing material (Client Query Manager)" help lesson
Search by Sex Status
Related Articles
NextGen - Patient portal access
1, Go to the client dashboard and make sure client has been updated with an email address : XXXXX@gmail.com 2, Click on the paw icon as shown above 3, Once the paw icon is clicked, there will be message shown as " Reset password link has been sent to ...Next Gen - Clients & Patient Search
How to Search Client's & Patient's on Next Gen ? Please find the types of client's & patient's search: 1: Client ID 2: Client First & Last name 3: Client registered E-mail ID 4: Client Register Phone Number 5: Patient Record No 6: Patient Name 7: ...Legacy - Client Query Manager - Communicate with a cross section of clients
Get in touch with your clients - send emails, sms, postcards, letters to your clients Vetport offers different ways to search clients e.g demographic search, Active / Inactive or First Active. The user can send the selected clients marketing emails, ...NextGen - How to generate a report on New Clients, New Patients and Patient Serviced (last 3 years) ?
1) Click on the statistics and reports icon as shown below and click on miscellaneous. A > Click on statistics and reports. B > Click on Miscellaneous. 2) Click on New Clients, New Patients and Patient Serviced (last 3 years).Legacy Vetport - Patient Portal Access
VETport is a full featured enterprise resource management tool for veterinarians. It empowers the veterinary team to connect with the client, other team members and the patient. A common login screen 1) A single access point on the web for both ...