Who Are My High-End Patients?

You may need to market to your top patients. You could be bringing in a line of expensive eyewear, or have a new cosmetic procedure, that may only apply to patients in a certain price bracket.

So, how do you find these patients to market to them?
You use the Custom Patient Search.
Below, I will describe how to find the patients seen in the last four years who have had a invoice which totalled over $1500.
This is how to get your top patients:

1) Make sure you are logged in as Practice Owner.

2) Choose CUSTOM PATIENT SEARCH from the Patients menu.


4) Select ALL TABLES from the pop-up menu beneath where it says: AVAILABLE FIELDS.

5) Scroll down in the available fields until you see [Transactions] and click the arrow next to it to expand it.

6) Scroll down further now to find DateOfService and click on it.

7) In the COMPARISONS side, click on IS GREATER THAN

8) In the VALUE area at the bottom of the screen, enter 01/01/2008

9) Click the ADD LINE button (just above the QUERY button)

10) Go back to the available fields list and select Total.

11) In the COMPARISONS area select IS GREATER THAN.

12) In the VALUE area enter 1500.

Your window should look like the enclosed screenshot below.

If so, click the QUERY button.

This will give you a list of all the patients who have had an invoice after 01/01/2008 over $1500.

From here, you can generate custom letters, mailing labels, and/or marketing reports to effectively market your new product or service.

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