Datacon Dental Systems - Providing dental practice management software and hardware services and support to dentists for over 30 years.

How to Build a Holiday List

Every holiday season we are swamped with support calls asking how to build a list of accounts to use for mailing holiday greetings. The following instructions will walk you through the process.

1. The first step is deciding who should receive a card. Most of our offices choose to include patients that have been in the office "this year". Build a User Defined List of these patients and then use the patient data to build an account list, providing you with one entry per family.

Select User Defined Lists:

Line insert to add a new list

Name it, "Active Patient Cards 2003" or current year

Answer N to account list; answer Y to patient list

Any change? N

Select the new list

Select List builder

In Turboscan

Select Patient

Select Treatment

Select Last treatment date

"Datacon adjusts to fit our needs. The system is practically bulletproof and stays effective for years with minimal upgrades. Datacon is easy to use, especially with the help of their support staff." Lisa Mulleraugh, Dr. Paul Speert - San Francisco .

> Our November 2008 newsletter is now online.

> See what happened at the Datacon 2008 Gala here!

> Register now for our upcoming workshops.

> Datacon will be closed Thursday, Nov 27th and Friday, Nov 28th for Thanksgiving.

> Meet your Datacon support staff here.

Enter beginning date as 01/01/03 or current year beginning

Enter ending date or type D (for today) RETURN

Select past last seen from and to months

Any change? N

Select Add patient with selected last treatment dates

Exit 2 times. You now have a list all patients who were seen this year, but you need to remove inactive patients...

Select Name

Select Based content

Enter "*" if this denotes inactive patient in your system

Any change? N

Select Remove names which includes "*"
Repeat as needed for other symbols your office may use.

Select Remove inactive patients

Exit 3 times to see your list, exit once more to the main list

2. Now we are going to create an account list from this patient list so we send only 1 card to each family.

Line insert to add a new list
Name it, "Holiday Card 2003" or current year
Answer Y to account list (one card per family)
Any change? N
Select the new list
Select List builder
In Turboscan:
- Select Patient
- Select User list
- Select Add patients
- Select Active Patient Cards 2003
- Exit out of Turboscan

3. You can use this Holiday Card 2003 list to generate a variety of holiday greetings:

A letter or postcard through Word Processing

Mailing labels

A specialized mailing label through Word Processing

A list with addresses to use for hand written cards

Reprinted from the November, 2001 newsletter

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