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How do I use filters to create effective blast and drip campaigns?

Target blast and drip audiences with filters like last visit date, missed appointment, insurance, CPT codes, care package and tags

The filters available in blast campaigns and drip campaigns are very sophisticated and allow you to create very specific and custom audiences for your messages. For example, patients can be identified based on the following criteria:

  • First Visit Date

  • Last Visit Date

  • Birthday

  • Anniversary

  • Missed Appointment

  • Active/Inactive

  • Age

  • Attorney

  • Care Package

  • Case Types

  • CPT / Service codes (include + or exclude - )

  • Diagnosis

  • Fee Schedule

  • Future Appointment

  • Insurance

  • Provider (Appointment and/or Primary)

  • Referral Source

  • Sex

  • Total Paid

  • City

  • State

  • Zip Code

  • Tags (include + or exclude - )

  • Appointment Purpose

  • Totals Visits

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