Patient Marketing Dashboard

The Patient Marketing page provides information about your patients such as name, birth date, age, gender, phone number, address, email, active or inactive, last exam date and provider.

You use the date fields to define the period of time you want to analyze patient records based on their last exam date and you can select the locations you want to include. You can also select the radio button to include All patients or only those patients Invoiced or Not Invoiced.

The data displays in a table. The patient count displays above the table.

Above the table are filter fields, you can use to broaden or narrow the data in the table. Below the filter fields is the Total Patient Count aggregation.

Filter Description
Status Status of patient in the system
Gender Patient gender
Email on File? Indicates if patient email address is on file
Carrier Name of the insurance carrier for the claim
Age Patient age
CPT Code CPT code associated with a given visit or diagnosis
Diag Code Search Narrows down diagnostic codes used during a visit
Provider List of providers in the practice
Referred By Name of referring provider
CL Style Style of contact lens
Frame Collection List of collections frames belong to that patients can select from
Eyeglass Sales Range of sales for eyeglasses
Contact Lens Sales Range of sales for contact lenses
Misc Sales Range of sales for miscellaneous items
Exam Sales Range of sales for exams

Table columns can be sorted by selecting a column header followed by the up/down arrow.

Field Description
Patient ID Unique identifier for a specific patient
Patient First Name First name of patient
Patient Last Name Last name of patient
Birth Date Patient date of birth
Age Patient age
Gender Patient gender
Phone Number Patient phone number
Address Line 1 Patient address line 1
Address Line 2 Patient address line 2
City Patient city
State Patient state
Zip Code Patient zip code
Email Patient email
Active Indicates if patient is active in the system
Last Exam Date Date of patient's last exam
Provider Provider seen by a patient for a specific visit

At the top of the page, next to the date when the data was last updated, is the down-arrow icon to download the data. When you click the icon, a pop-up displays.

Select the Marketing Detail Table sheet. Sheets represent individual data elements on the dashboard. Typically, the sheet labeled "Detail Table" contains the entire data set.

Select the format (Excel or CSV) and then click Download.