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galatrodds
Canine II

How do you or can you run a user selected report that lists all accounts that are attached to a specific insurance plan that do not have an email address listed on a Guarantor?

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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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Re: How do you or can you run a user selected report that lists all accounts that are attached to a specific insurance plan that do not have an email address listed on a Guarantor?

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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