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Feature Guide

Mastering Advanced Patient Search

Example: Direct Mail Campaign

Watch: Advanced Patient Search Overview

Why It Matters

Why Use Advanced Patient Search for Direct Mail?

Generic "all-patient" mailings are often ignored and costly. Targeted campaigns allow you to reach the right people with the right message — maximizing your marketing budget and driving real results.

Benefit Impact
Increased ROI Send mail only to patients likely to need specific treatments, reducing wasted spend.
Personalization Tailor your message based on patient history, age, or last visit date for higher engagement.
Reactivation Target inactive patients.

Step-by-Step Guide

Building Your Campaign

1

Define Your Target Audience

The core of a successful campaign is the criteria. In the Advanced Patient Search module, you can filter by:

  • Clinical History: Search for patients who haven't had an adjustment in 6+ months or those with outstanding treatment plans.
  • Demographics: Filter by zip code to save on postage or by age for specific services like pediatric care or dentures.
  • Insurance Status: Target patients with specific providers or those whose benefits are nearing expiration.
2

Generate Your Mailing List

Once your filters are applied, the system generates a real-time list of matching patients.

  • Use field chooser to select the name, address, city, state and zip.
3

Export for Production

With your list finalized, export the data into a format compatible with professional print houses or for in-office printing.

CSV / Excel — professional mailing services Label Printing — Avery-style labels PDF Reports — internal review & tracking

Pro Tips

High-Conversion Campaign Strategies

Maximize your results with these proven campaign playbooks.

🛍️

The "Product Promo" Campaign

Search for patients who have previously purchased a specific product in your clinic — such as orthotics, pillows, or supplements — and send a targeted mailer promoting a related product, an upgrade, or a replenishment reminder to drive repeat sales.

👋

The "Welcome Back" Campaign

Target patients who haven't visited in over 18 months with a special "New Technology" update. Re-engage lapsed patients before they consider switching providers.

🎂

The Birthday Mailer

Automate a monthly list of patients having birthdays to send a celebratory card or discount. Personal touches build lasting loyalty.

Frequently Asked Questions

Can I save my search criteria?

Yes! Once you've perfected your filters, you can save that search to run it again next month with a single click — no need to rebuild from scratch each time.