Create communication reports that track emails, reminders and SMS messages sent from your practice.
To run, save or view communication reports, click Reports > Communication in the sidebar.
You can create the following reports under this category:
|
Report Type |
Description |
|---|---|
|
View a list of your bulk SMS or email campaigns |
|
|
|
View a list of all emails sent (and their send status) to patients, including invoices, reminders and one-off emails (Note: Only outbound emails are included. Inbound emails are not included because Halaxy cannot access your inbox.) |
|
View fax messages, number of pages sent and received via fax, and credit usage |
|
|
Reminders |
View the reminders that have been sent or that are scheduled to be sent by email or SMS |
|
SMS |
View patient responses to SMS messages and the send status of your SMS messages sent via Halaxy, including reminders and once-off messages. Includes inbound and outbound SMS messages. |
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On the sidebar, click Reports > Communication.
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On the top right, click New Report.
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Select the Report Type and set your filters.
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Click Run.
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Your report results are displayed in a list. From here, you can:
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Edit filters: In the top right of the report, click the
pencil icon.
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Save report: At the bottom of the report, click Save. This saves the report to its report category list.
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Close report: At the bottom of the report, click Cancel. This closes the report without saving it.
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Updated