Campaign Targeting Patients Under 14 and 65+

To campaign patients under 14 and those 65 years and older, first decide how you want to notify customers:

• Text message
• Sundry labels
  • Ensure that the required sundry labels have been set up.
  • See Sundry Label Formatting for tips to set them up.

1. Create an Institution Group

Before you start, if you have more than one ARRC facility, set up an Institution Group for them. 

• To create an Institution group, go to 5. Dosepacks / Charts, 7. Administration, 2. Edit institution groups, and press F3 Add.
• Use the function keys, F5 Add Inst. and F6 Remove Inst., to create a list of the required institutions.
• Name the group and press F12 Accept Details to save.

These steps need to be done before using Bulk Edit Patients to find the targeted patients if you have multiple institutions that you wish to exclude.

2. Selecting Targeted Patients

From the main menu, go to:

• 9. Other, 2. Bulk edit patients and begin a new search by pressing F3 Add.
• To find patients 65 years and older, with a script in the last 90 days add an Age, i.e. 65, set the number of Items to 1, and a Period, e.g. the last 3 months.
  •  Hint: use F3 Date Range to easily select the period.
• To find younger patients with a script in the last 90 days add an Age using to (e.g. to 14) and set the number of Items to 1, and the Period to 3 months, for example.

• Hint: To exclude patients in all institutions, go F11 Next Page and tick No institution.

  • Note: Skip this step if one or more of your institutions include community patients.

• Press F12 Accept Details to run the report.

To remove unsuitable patients from the search results, 

• press F2 Edit List, then Remove patients in bulk:

• If No institution was not ticked running the report, remove ARRC patients by:
  • Either: select the Institution group (as set up in step 1) to remove multiple institutions at once,
  • Or: select the Institution to which those patients belong.
    • Note: only one institution can be selected per iteration of using Remove patient in bulk.

You now have a list of patients for your campaign.

Sending a Text Message

• Press F9 Contact Clients to create a list of patients to text.
• From here you can send a text message to patients in bulk.

For Sundry Labels

Ensure that a required sundry label has been set up, then:

• Press F4 Set Other and select D Sundry Label.
  • Choose the label you want to print.
• Then, press F4 Set Other, choosing G ‘Set/Unset ‘Sundry Label Always for originals only’, and
• F4 Set Other again to select F ‘Set/Unset Sundry Label Always for repeats only’.

• Press F12 Accept Details to save these settings.