Getting Started - Promotions

Overview

Promotions are only available in Exigen Reminder Plus.

Exigen Reminder allows you to create your own set of categories that can be assigned to patients. Categories can range from medical conditions to spending estimates of your patients, as you enter they catagories they can be as diverse as you require.

When you wish to send information to patients you are able to quickly create a promotion that targets a particular group based on their categories.

Promotions In Action

The basic steps in using promotions are:

1. Create the categories you require.
2. Assign categories to patients.
3. Create a promotion for that target group.

Creating Categories. Categories are added using the Configuation window (see How to add a new patient category). There is no limit to the number of categories that can be added.

Assigning Categories. Categories are assigned to patients using the "Category" tab on the Patient Record Form.

Creating a Promotion. A promotion consists of two parts, a letter to send to patients and the criteria that selects the required patients. New promotions are added on the Promotion List form. When adding a new promotion there is the option to either create the letter or select patients - the order that these two are created is not important. The target patients are selected using the Promotion Edit form.