What is the best way to send a letter to all the patients that are members of a specific insurance company?
Example: I would like to send a letter to all Tricare patients.
Hi. Let's see if we can answer this.
1. You would need to create a User defined contact Expert. There is one called Insured parties by Insurance co. that is in your tutorial you can copy. It will prompt you to choose the Insurance company (In your case Tricare)
2. You would also need to create or copy your letter into the documents. Go to Expert> Automation Expert> Responses>Documents.
3. In the User Defined Contact Expert Insured parties by Ins. Co an Action button is stationed.
4. You would connect your letter to that actions button. All insured parties on that list will receive a letter
5. To print or export the letter you would go the document que until File> Print> Document que