What about a check box for those who do not want to be on an emailing list?
Some patients do not want to be on our mailing list, yet we need their email for correspondence or exercise plans. Perhaps a check box to exclude them from bulk mail outs?
4
votes
Holly
shared this idea
-
AdminSupport (Admin, Gensolve) commented
This is currently catered for in Gensolve.
Edit Client>lower right third of Client Details screen, there is an 'Include in Mailouts' checkbox.
When creating a bulk email/mailshot under Reports>Template Merge, choose Mandatory Restriction 'Include in Mailout'>Is Equal To>Yes -
Scott commented
There is already a box for this: "Include in Mailouts?" on the right hand side. You can use this when you template merge to get the bulk list to email and exclude these ones.