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How to segment patients based on a medical alert in their patient file
How to segment patients based on a medical alert in their patient file
Updated over a week ago

Medical Alerts can be used to group together patients who have a particular medical alert in their patient file, into a segment within your marketing list.

In this article, we will show you how to segment your patients by the presence of a specific medical alert in their Cliniko file.

This is great for when you need to send certain campaigns or journeys to people who have a specific medical alert only.

Recipe ingredients:

  1. The Cliniko email marketing list

  2. The 'Medical Alerts' custom field


πŸ₯’ How to create segments based on medical alerts

Ensure you read our Medical Alerts best practices to ensure you keep record of all Medical Alerts in-use with Peptalkr

Step 1: Go to the 'Send Email' tab

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

Step 3: Click on 'Patients' to open your Cliniko email marketing list

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' on the left hand side of the screen.
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​Step 5: Click

  • Here you will see a drop-down menu, and you will select 'Custom Fields'

  • Another drop-down menu will appear, and you can select 'Medical Alerts'

  • Another drop-down menu will appear, and you will select 'Contains'

  • Now a text field will appear - type in the medical alert you'd like to target

Limitations: The 'Medical Alerts' custom field is a comma separated list of all medical alerts that particular patient has. So be mindful of how you name your segments so you can accurately target them without overlap.

For example:

Let's say you are segmenting all 'Pregnant' patients - so you type in 'Pregnant'.

This would include all patients who have any medical alert containing 'Pregnant'.

i.e. if you had a medical alert Pregnant and Not Pregnant Anymore - a segment targeting Pregnant would pick up patients with either of those medical alerts.

You can use more unique naming conventions to get around this issue - such as:

Pregnant - Current

If you need to target a super specific singular medical alert - you'll need to send a transactional email.

  • Name your segment. Be clear with the segment name, such as 'Patients with Middle ear infection'. Then 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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