In this article, we will show you how to segment your patients into medical alerts 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. It is a great way to make sure you are targeting the correct people.

🥒 How to create segments based on medical alerts 🥒

Step 1: Go to 'Send Email'

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

Step 3: Click on 'Patients'.

IMPORTANT: You may be tempted to press 'Create a list' before selecting 'Patients' however, we are here to create a segment within your patient list so we will be doing that.

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.

Step 5: Click 'Create a new segment'.

Here you will see a drop-down menu, and you will select 'Medical Alerts'. Another drop-down menu will appear, and you can select 'matches exactly' and then in the text box, you can type in the medical alert that applies.

For example, you might type in 'Middle ear infection'. This will only add those who have the medical alert 'Middle ear infection' in their Cliniko profile to the segment

📝 NOTE: When selecting 'matches exactly' you need to make sure you have the exact spelling a grammar used in Cliniko. A good idea would be to copy and paste it directly to avoid any mistakes.

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

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 when creating a campaign or journey.

💡 TIP: You can also create segments for patients who have had 2 different medical alerts. For example, if you would like to segment patients who have had a 'middle ear infection' AND a 'headache' medical alerts in their profile, this is how you can do it:

Follow steps 1-4.

Step 5: Click 'Create a new segment'.

From the drop-down menu and you will select 'Medical Alerts'. Another drop-down menu will appear, and you can select 'matches exactly' and then in the text box, you can type in the first medical alert for this segment. (for this example it is 'Middle ear infection')
Click 'AND'
Select 'Medical Alerts' and 'matches exactly' from the drop-down boxes and then in the text box, you can type in the second type of medical alert for this segment. (for this example it is 'Headache')
Name your segment. Be clear with the segment name, such as 'Patients with Middle ear infection AND headache'.

Save and preview.

You will then see a list of patients who have both 'Middle ear infection' and 'Headache' medical alerts.

If you have any questions, please reach out to us 😊