Question: For the Eye See Eye Learn ("ESEL") program, I need to produce a report of children who had an eye exam within the last 12 months, and will turn 5 years of age in this calendar year.
Answer: This is accomplished through the Patient Communication screen as follows:
1. Patient Communication >> Recalls & Marketing - Phone and Mailing Labels
2. Fill in the necessary criteria:
- Select Date Range for Last Completed Eye Exam to be within the last 12 months. In our example, we used July 1, 2017 to June 30, 2018.
- Select the Age Range of the patients. To qualify for ESEL program, the children must be turning 5 years of age in the current calendar year. Therefore, they would be 4 (if their birthday has not happened yet) or 5 (if they already turned 5 this year).
- Specify that you do NOT want to Exclude Currently Booked Patients. By default, this option is checkmarked, so you will need to remove this checkmark.
3. Search. Of course, you can export the resulting list to an Excel spreadsheet for manipulation and printing purposes.
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