The Patient List shows “Everyone in your book, grouped by how overdue they are.” Open it from the sidebar, under Reengagement.
What you see
The top line counts who’s due back and who’s in your book. Patients are listed highest score first, with these columns:
You can add Birthday, Visits, Contacted and Phone from Filters, under Columns.
Type in Filter the list… to find someone by name. The screen shows up to 2,000 patients at a time, highest score first, and the search covers those.
Filters
Press Filters to narrow the list.
- Show changes what you see. It doesn’t change what Robyn does.
- Tiers is different: it’s “a setting, not a view”. It decides which groups Robyn may write to at all.
- Services narrows the list to certain appointment types.
- Upcoming birthdays only shows patients with a birthday coming up.
Add patients to the queue
Tick the patients you want and press Add to queue. Robyn drafts a message for each one straight away. See the Message Queue.
Export to a spreadsheet
Press Export, beside Filters. You get a CSV file named for today’s date, with everyone in the list as you’ve filtered it. That includes patients already in the queue, and goes beyond the 2,000 on screen.
The file has these columns: First name, Last name, Mobile, Email, Group, Reason, Score, Treatment, Practitioner, Last visit, Days overdue, Visits, Birthday, Queue status, and Opted out of texts.
Check Opted out of texts before you contact anyone from the file. These patients asked not to get marketing texts.
