Select Outbound Reminder Patients by Subgroup

Use the Select Patients by Subgroup tool to choose the patients that should receive messages according to any subgroup criteria you choose. For example, you might subgroup patients with birthdays within the next week, and send a Happy Birthday message.

How to Get Here

ViewPoint Main Menu -  Tools & Utilities > Outbound Integration > Select Patients by Subgroup.

ViewPoint Toolbar - Outbound Integration > Select Patients by Subgroup. (If the Outbound Integration option is not available, you first need to activate your integration. See "Set Up Outbound Reminder Integration" for details.)

ViewPoint Shortcut Menu - Add-In > Outbound Integration > Select Patients by Subgroup. (If the Outbound Integration option is not available, you first need to activate your integration. See "Set Up Outbound Reminder Integration" for details.)

Use This Feature

Select subgroup - Choose the subgroup criteria you want to use to determine whether a patient should receive the message, then click Ok. (See "Create & Manage Subgroups" for details about selecting a subgroup.)

Select Output File - Choose the output file type you want to use for this group of patients. (See "Set Up Outbound Reminder Output File Descriptions" for details.)

Generate Patient Llist - Click Run to identify the patients that fit your criteria. As soon as you click Run, the Outbound Integration generates the group of patients to call, creates an output file (named outbound_#.ocs, where # is the numbered position of the output type you selected), and initiates your outbound application automatically. Note that any previously-generated file for this output type is overwritten by your new file.

• Other Outbound Reminder Integration
  • Set Up Outbound Reminder Integration
  • Set Up Patient Defaults
  • Set Up Output File Descriptions
  • Specific Patient Settings
  • Select Patients By Appointment
  • Select Patients by Subgroup

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