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How to create segments based on the Appointment Types or Categories a patient has attended
How to create segments based on the Appointment Types or Categories a patient has attended
Updated over a week ago

In this article, we will show you how to segment your patients into appointment types that they have attended.

This is great for when you need to send certain campaigns or journeys to people who have attended specific appointment types only. It is a great way to make sure your emails are targeted and specific to the type of recipient.

Custom fields you can use for this kind of segment:

  • Attended categories - Segment based on whether this patient has attended a certain appointment category.

  • Attended Types - Segment based on whether this patient has attended a certain appointment type.

  • Last Appointment - Segment based on the last appointment with your business.

  • Last appointment category - Segment based on the last appointment category with your business.

  • Last appointment type - Segment based on the last appointment type with your business.

  • Next appointment - Segment based on the next appointment with your business.

  • Next appointment category - Segment based on the next appointment category with your business.

  • Next appointment Type - Segment based on the next appointment type with your business.

  • Next individual appointment - Segment based on the next individual appointment with your business.

  • Next group appointment - Segment based on the next group appointment with your business.

  • Primary treatment type - Segment based on the next treatment with your business.

In this example, we will use Attended Types but you can be more specific with your needs by applying the other options to create the segment you need.


πŸ₯’ How to create segments based on appointment types πŸ₯’

Step 1: Go to 'Send Email'

Step 2: Click 'Lists & Subscribers' along the top of the page

Step 3: Click on 'Patients'.

πŸ‘‰ You may be tempted to press 'Create a list' - however, the list named 'Patients' is in sync with Cliniko, so you will be creating your segments inside that list. You'd only create a new list if you want a totally separate database - such as 'leads' or 'Competition entries'.

Step 4: Select 'Segments'. You will notice we already have some segments set up for you, have a look through those to see how you can utilise those in the future.
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​Step 5: Click 'Create a new segment'.

  • Here you will see a drop-down menu, and you will select 'Attended Types' or 'Attended Categories' depending on how your Cliniko has been configured.

  • Another drop-down menu will appear, and you can select 'contains' or 'matches exactly' if you need to be super specific - and then in the text box, you can type in the wording you want to target

πŸ’‘ ​For example - if you are segmenting all 'Osteo' appointments you can type in 'Osteo', alternatively, if you are wanting all 'Massage' appointments you will type 'Massage'. Just ensure whatever you type matches wording you have in your Cliniko configuration.

  • Name your segment. Be clear with the segment name, such as 'Osteo Patients' and press 'Save and preview'.

You will then see a list of all of your patients that have now been added to that segment. This is now saved and can be used in Campaigns or Journeys.

Segments are not applicable to Transactional email. They are just for marketing segmentation. Transactional email allow you to configure with even more specificity who to target, as part of the trigger creation process.

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