How to Add Excluded Items for Different Form Sends in Patient Bridge

Note: Examination appointments receive a Medical History and PR form. Any other appointments receive a reminder only. 

To exclude items:

1. Log into the practice manager account.
2. Select Admin.
3. Select Manage Treatment Filters.
4. Click Add Filter.
5. Set the filter type to Reminder.
6. Set the Sub Type to General.
7. Select all the requested appointment types from the provided list. If appointment types do not appear here, they are already selected in the preview before going into Exclude Treatments.
   
8. Click Save after the appointment types have been selected.

To create a Group for ALL patients (Treatment Reminder):

1. Log into the practice manager account.
2. Select Communications.
3. Select Reminders.
4. Select Manage Groups.
5. Select Add New Group.
6. Enter the Group Name: All Patients.
7. Change available patient status to current.
8. Select Add Filter.
   
9. Click Save Group.

This group sends will just send a reminder to those whose appointment does not meet the excluded group in Admin.

Setting up the Excluded Group - NHS

When an appointment is excluded, if named in a group, it overrides the exclusion.

To set up the Excluded Group (NHS):

1. Log into the practice manager account.
2. Select Communications.
3. Select Reminders.
4. Select Manage Groups.
5. Click Add New Group.
6. Enter a group name as needed. 
   
7. Select an appointment type – only one can be selected at a time.
8. Select the Patient Types – NHS.
9. Click add filter.
10. Repeat this for all appointment types that they requested on the exclusion list, each filter that is added will display in the list on the right hand side.

Setting up the Excluded Group - Private

When an appointment is excluded, if named in a group, it overrides the exclusion.

1. Log into the practice manager account.
2. Select Communications.
3. Select Reminders.
4. Select Manage Groups.
5. Click Add New Group.
6. Enter a group name as needed. 
7. Select an appointment type – only once can be selected at a time.
8. Select the Patient Types – Private and any other Scheme used by the practice.
   
9. Click add filter.
10. Repeat this for all appointment types that they requested on the exclusion list, each filter that is added will display in the list on the right hand side.

Changing the Reminder Mailing Group

To change the mailing group:

1. Log into the practice manager account.
2. Select Communications.
3. Select Reminders.
4. Select Configure Reminders.
5. Click the Actions button for the new reminder task
6. Select Manage Reminder Channels.
7. Click the Actions button for each channel and select Edit.
8. In the mailing group, select the newly added group.
   
9. Click Save.
10. Repeat for each channel until all are completed.