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Segment patients with NO upcoming appointments
Segment patients with NO upcoming appointments
Abbey Garland avatar
Written by Abbey Garland
Updated over a week ago

If you need to create a segment to only target patients who DO NOT have an upcoming appointment, whether it be an appointment type or an appointment with a specific practitioner, here is how.

🥒 How to create segments based on which practitioner the patient sees. 🥒

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'.

For this example, we will want to create a segment of patients who have seen a certain practitioner but have NO upcoming appointments.

  • In the first drop-down menu, you will want to select 'Practitioners seen'.

  • Another drop-down menu will appear, and you can select 'matches exactly' or 'contains' and then in the text box, you can type in the practitioner that applies.

  • You will then select the blue AND button

  • From the next drop-down boxes, you will want to select 'Next Appointment' and 'is not provided'

    You can add any other conditions you need by selecting 'AND'. For example, you might want to include another practitioner or a certain appointment type.

  • Name your segment. Be clear with the segment name, such as 'Patients of Monique Clark with no upcoming appointments'

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.

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