We conclude our mini series of blogs exploring how the Patients Report can support your business, with a look at the importance of managing your data.
Are you looking at your patient communication workflows and wondering at your delivery or bounce rate? Are you looking at your recalls and looking at the number of undelivered messages? Are your patients having difficulty logging in via the Patient Portal? And when you investigate these issues, are you finding that the main cause is that you have incorrect data in any of the patient details fields?
Would you like to be able to locate all the incorrect or missing patient data so that you can make it better? Well, you can with the Patients Report. It is such a powerful report, it can be tailored so that you can maximise the use of your patient-related data.
Try these filters to identify gaps in your data
If your patients are not receiving emails, but their contact preference is set to email, one easy check is to see if they have an email address in their patient details.
Set your filters:
Set your Patients Report view so that you can see phone numbers and email addresses.
Once you save your segment you can message these patients via letter or SMS if these fields are complete.
You can also go into each patient’s record and change their preference to match the contact data that you do have.
If your patients are not receiving emails, but their contact preference is set to email, one easy check is to see if they have an email address in their patient details.
Set your filters:
Ensure that you set your Patients Report view so that you can see phone numbers easily on the screen.
Once you save your segment you can message these patients by letter or email if these fields are complete.
You can also add a note to each record where you have no contact details, SMS or email, to remind your busy staff to ask for additional information on the patient’s next visit to the surgery.
If a patient does not have the recall interval set recalls will fail. Check this using 2 sets of criteria.
To find those without a Dentist recall interval, set your filters thus:
Or, if you wish to check the Hygienist recall interval
Save the segment as a Custom Report.
Now you have identified the patients, you can amend their records and enter an appropriate recall interval.
We have a number of helpful support docs on recalls including how to troubleshoot why recalls may not be working well for you here
Clean data means less wasted time, fewer undeliverable emails, fewer cancelled recalls, less wasted money on postage stamps and letters and data cleansing is just one of the ways to help you manage and maintain your data.
The Patients Report helps you in so many ways to manage your practice, whether it is cleaning patient data, measuring marketing effectiveness, maintaining control of practice finances, or communicating immediately with segments of your patients easily.
For more information about what you can do with the Patients Report, take a look at our collection of support documents here.