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What is the "not qualified" tag used for?

Updated over 2 weeks ago

Check the "Not Qualified" box to assign the "Not Qualified" tag to patients who:

  • are not a good fit for our care

  • have moved out of the area

  • are usually grumpy

  • complain about receiving texts and/or emails

Campaigns such as those mentioned below can be configured to exclude patients with a "not qualified" tag. Reach out for assistance to modify your campaign settings. Most campaigns already include the "not qualified" tag exclusion filter.

  • appointment reminders

  • blast campaigns (announcements, special offers, etc..)

  • review campaigns (asking for online reviews such as Google)

  • drip campaigns (birthdays, reactivations, missed appointments, patient education, etc..)

TrackStat reports can be filtered to exclude patients with "not qualified" tags as well.

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