Build a Custom Patient List

There are a variety of reasons you might need a list. 

• End-of-year marketing campaigns, filling the schedule, generating reminders, locate active patients, etc. 

Follow the steps below to build a custom list

1. Go to the Patient Portal module
2. Click the +Add Filter to build your list. Use as many filters as you need.  
3. Use the Select All box to select your list
   • In this video, we used Status = Active, Remaining Benefits < 300, and Unscheduled Procedures, and selected all the potential ones. 
4. Click the Export button to create your list as a CSV file. 
5. Or use this list to generate reminders by clicking the Create Reminder button. 

Tip: Ensure you have the Status filter is set to Active so you are only reaching out to active patients. (Active means active in the PMS)