Call Us Today
1.877.838.9273

AVImark Forum::Shared Information Searches::search for active clients that have not been into the clinic recently

Home

AVImark Forum

Shared Information Searches

search for active clients that have not ...

AVImark Forum :: Shared Information Searches

Board Index

Latest Posts

Welcome Guest

Subject :search for active clients that have not been into the clinic recently.. 10-17-2011 08:29:58

Information Search Ideas

Advanced User

Joined: 10-11-2010 09:14:32
Posts: 72
Location:

We often get requests for searches that are looking for clients who are still marked as active (do not have an i action code) but have not had accounting since a certain time period. A lot of clinics run a search for this and then notice that it is pulling clients who have not had accounting since 1995 and such. They do not want to see these clients because they may be wanting to see clients who have recently not been so that they can send them a letter, postcard, e-mail, etc. saying that they have missed them.

This search will pull all clients who are not marked inactive and who have a least one pet that is not deceased, inactive, and moved. In this example, these clients had not had accounting since 01-01-10, but has had accounting since 01-01-09.

[color=]
search [Client] code 'M$LDR259' name 'no acct for a certain time period but acct b4 that'
category 'MSS Searches' (
[Account-Patient-Codes] does not contain 'd,m,i' and
[Client-Codes] does not contain 'i' and
[Client] does not exist in (
[Account-Account Type] equals 'a,c,d,e,f,h,i,m,n,o,p,s,t,v,x,$' and
[Account-Date] is greater than '01-01-10'
) and
[Client] exists in (
[Account-Account Type] equals 'a,c,d,e,f,h,i,m,n,o,p,s,t,v,x,$' and
[Account-Date] is greater than '01-01-09'
)
) report (
[Client-Full Name],
[Client-Address],
[Client-City],
[Client-State],
[Client-Zip]
) sort by (0 ascending) summarize by sort order[/color]

IP Logged


	Page #

" I could be a salesperson for AVImark - the company is great, technical support staff is super - I love the software - if you need to refer new potential users to happy clients....have them call me! "

Angee Baker

Chat Hours:
Monday - Friday
8am - 5pm CST

Mss rewards

Sign up for a year of AVImark technical support and get additional discounts when you use these other services. Click Here to Learn More