The Marketing Menu
The Marketing Menu contains links to marketing tools included in QuickPractice. Use these tools to create various mailing labels and postcards to send to new patients, existing patients, referring providers, insurance carriers, etc.

 


Use the following table as a reference for defining the function of each menu item.

 

  • Welcome New Patient - click to create a list report, postcards, or mailing labels for all new patients.
  • Thank You Referral - click to create a list report, postcards or mailing labels for all patients who were referred. Insert custom message as applicable.
  • Happy Birthday - click to create a list report, postcards or mailing labels for all patients who share a specified birthday.
  • Appointment Reminder - click to create a list report, postcards or mailing labels for all patients who are scheduled for upcoming appointments.
  • Missed Appointments- click to create a list report, postcards or mailing labels for all patients who have missed a scheduled appointment.
  • Patient Recall - click to create a list report, postcards or mailing labels for all patients who's last visit fell between two specified date ranges.
  • Entire Patient Marketing - click to create a list report, postcards or mailing labels for all active patients.
  • Guarantors - click to create a list report, postcards or mailing labels for all guarantors you have entered into your Guarantors list.
  • Referring Providers - click to create a list report, postcards or mailing labels for all referring provides you have in your Referring Providers list.
  • Insurance Carriers - click to create a list report, postcards or mailing labels for all insurance carriers you have entered into your Insurance Carriers list.
  • Employers Schools - click to create a list report, postcards or mailing labels for all insurance carriers you have entered into your Employers/Schools list.

! IMPORTANT - Marketing tools are included in the Professional version of QuickPractice only.