I need to contact all of our accounts that have a specific insurance plan. We have received notification that as of January 2019 this plan will no longer be available so we want to send a letter to just those patients that will be affected. Through Solution Reach we can send a newsletter type email to them but this only addresses the patients that have given us an email address. I need a report that will show me all accounts for a specified insurance plan that have not given us an email address. I have been trying to figure out how to do this through Accounts user selected reports however I have been unsuccessful. Any help?
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the easiest way i can think of is to run an account user selected report
ins plan EQ (ins plan ID )
select print on email and all other fields you'd like them to show on the report
when finished running export to excel then arrange by Email column value