Creating a custom campaign in Practice by Numbers (PbN) involves several steps to ensure your message reaches the desired audience effectively. Here's a step-by-step guide:
Compose Your Message
Select Method of Communication:
Email Only
Text Only
Text Preferred (sends a text as the primary message and an email only if the patient doesn’t have a cell phone)
Email and Text
Edit and Preview:
Customize your email and/or text templates by clicking the "Edit" button.
Use the "Preview" button to see how your message will look.
Optionally, send a test message using the "Test" button. You will choose a random patient name for testing purposes in the test message. This message will not go to that patient.
Pick Your Audience
Edit Criteria:
Click on "Edit Criteria" to define the audience for your campaign. By default, the campaign will target all active patients.
Use filters to refine your audience, such as last contact date, service codes, benefit dollars, etc.
Audience Filters:
Set specific criteria to narrow down your audience. This might include selecting dates, service codes, or other relevant information.
Fine-Tune Your Audience
Review Selected Audience:
The system will display the number of patients that match your selected criteria.
Review this list carefully. You can deselect any additional people if necessary.
Check Message Type Compliance:
Ensure that the selected patients can receive the type of message you're sending. If there's a "No" for the message type (email or text), those patients will not receive the message even if they appear in the list.
Finalize
Save or Schedule:
Once satisfied with your message and audience, you can save the campaign as a draft, send it immediately, or schedule it for later.
Following these steps will help you set up a custom campaign in PbN effectively, ensuring your message reaches the right audience at the right time.