Go to Campaigns and then Custom Campaigns. This option is available from the drop-down menu at the top right of the page or the sidebar on the RevenueIQ page.

You’ll see results from previous campaigns. To create a new one, click + Add New at the top.

First, you will need to select Email Only as the type of message. Then select Add to choose the template.

When you select Use (top right corner), you can edit the template further if you like. You will see the patient’s first name, the amount of remaining benefits, and the date on which their insurance resets are already set to auto-populate when the campaign is sent.

After you select Save (top right corner), you can choose your recipients. Under Pick your audience, select Edit Criteria to access the Show Filters drop-down menu. For this campaign, we recommend selecting Primary Insurance and Primary Benefits Remaining.

You can then filter by Insurance and/or set a minimum or maximum for Benefits Remaining.

Below that, you will see the current number of selected recipients. You can fine-tune the list to remove a specific patient by name. If they have opted out, their names do not have to be deselected; they will automatically be filtered out.

Finally, with the other steps completed, all that's left is to Finalize your message and send it out! Once you select the option, it will ask you to Save the Draft, Send Now, or Schedule for Later