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Jordan,
If you go to Work With, Information Search, click Cancel, then click View, Code Editor, you can pcopy and Paste the text below into your Code Editor (removing the text in there currently is best.) It is set up to find all reminders due in March of this year for clients who have email addresses. You can modify the date range to accommodate the entire cycle for which you print reminders to get a more accurate list.
search [Client] code 'M$JSB075' name 'Email Reminders Due'
category 'MSS Searches' (
[Client-E--mail-Text] contains '@' and
[Client-Codes] does not contain 'i' and
[Client-Suspend Reminders] is false and
[Patient-Codes] does not contain 'd,h,i,m' and
[Patient Reminder-Appropriate] equals 'appropriate' and
[Patient Reminder-Due] is between '03-01-12' '03-30-12'
) report (
[Client-Account],
[Client-Full Name],
[Client-E--mail-Text] caption 'Email',
[Patient-Name] caption 'Patient',
[Patient Reminder-Description] caption 'Reminder',
[Patient Reminder-Due]
) sort by (0 ascending, 3 ascending) |
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This posting has been authorized by McAllister Software Systems, LLC and was written by Jeremy Bennett, Client Relations Manager |