Communications Search Tutorial

For further information please see the Communications Tab or Communications Reference screen.

This tutorial will guide you through a selection of searches as a sample for creating more detailed searches yourself.

In each case log into Practice Management, right-click on the Pm icon and choose Communication tracking. Alternatively you can select Launch from the Staff control panel and go to Communication Tracking.

 

Example one: Search for old Automail letters (Automail 2) for a specific manager's clients

Example two: Search for all documents printed for a client last week from within Automail.

Example three: Search for Personal Tax checklist letters that have not been printed yet that are assigned to a particular staff member

 

Example One

  1. In the client tab, select the Manager ID under the Now option. This searches for items logged under clients that have this staff member as a manger now.

  2. Click the Item tab.

  3. Click on the Unselect all and then select Old AM letters. This will now narrow the search so it only looks for old automail letters, (Automail 2 letters not using MS Word).

  4. Once you do this, it gives you the option to select the particular letter template you are looking for. In this example, we will leave this blank so it looks for all letter templates.

  5. Click Find to display the results of its search.

  6. You can then see more details of each item displayed by clicking Item details.

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Example Two

  1. In the Clients tab, select the Client ID of the particular client.

  2. Click the Link tab. The actioned option now needs to be selected as we want to search for only letters that have been printed.

  3. Under the actioned section, enter the date range, in the boxes where it says 'between' and 'and'. In this example we want the start and end dates of last week.

  4. Click the Item tab and deselect all of the item types, except old and new Automail documents.

  5. Click Find.

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Example Three

  1. In the Link tab, select the added option.

  2. In the drop-down box next to assigned to, select single staff member.

  3. Select the particular staff member.

  4. Click the Item tab.

  5. Click  Unselect all, and then select old Automail letters.

  6. Click on select template and select the personal tax client checklist from the template registry. This should be found in the IRISPTP templates folder.

  7. Click Find to display the results of the search.

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