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We can also get a list of all patients with future appointments. Go to the Appointments Report in the Scheduling Node, put in today's date for the start, and leave the end date blank. Some offices want to only message patients with appointments in the next two or three weeks, so put in an end date if you want, but know that leaving it blank will give you all appointments. When selecting filters for this report, you'll need to select the correct appointment statuses, eliminating any appointment status that indicates the appointment was cancelled, missed, or rescheduled. Run the report, then select 'Make List.' Proceed to step three of this article.
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We can generally use any report that generates a list of patient names for this purpose. We have detailed these two as they cover the requests for the situation outline in the first paragraph of this article. If you just want a list of all patients, you can run the Patient Email Address Report in the Marketing Node and then export it with the 'Export' button. From there the exported list can be imported into Contacts, skipping to step four of this article. You can do this for other situations, such as running the Patients by Age report to capture those in retirement ranges, for instance.
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Step Three: Export Preset
The Lists window should have opened when you made the list. If it did not, hit Command+L on your apple keyboard or go to Window > Lists from the menubar. Find your list. If you ran a patients report, hit "Remove Duplicates" and confirm the prompt to delete the duplicates. This will not work on the Appointments report, unfortunately, and is only available in Gen 11 or higher. Duplicates will need to be removed manually in other scenarios: See Step Three and a half.
From here, we'll begin selecting our Export Presets for our report. With the list you generated highlighted, select the "Export..." button, followed by New Preset. In the menus, select the checkboxes for the information you wish to see exported: Person (or Patient) > First, Last, Email. Omit anything else. If you ran the Appointments report, you will need to expand the Appointment List>Patient>Person to find these fields. Make sure to title or 'name' your preset, and choose Create.
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