Webpage version of this article here - https://intercom.help/scrypt/en/articles/5832135-advanced-search
Advanced search gives you a powerful search tool to find customers within your whole dispensary database.
Why use Advanced Search?
The fastest way to creating a list to send out Bulk SMS Communications
Narrow down a patient search based on:
dates of engagement
first time visited
last time visited
age range
postcode range
repeats held
communication styles
patient grouping
service eligibility
+ more
How to use Advance Search
1. Go to HQ > Advanced
There are two ways to search, via:
Scrypt Search - Search for customers that have been utilised within Scrypt and using Scrypt and any of Scrypt's features.
Dispense Search - Search for customers from your pharmacy's dispense database, if a customers profile has been created in you dispensing software. It can be found using Advanced search
2. Select a filter criteria, or select multiple filters:
via Scrypt Search
Search by:
Patient Type - Lead, SOF, or DAA
Group - Patient Groups another way to further 'group' patients
Status - More utilised for DAA patients e.g. Active, Hospital, Holiday etc
Delivery Preference - Pick up or Delivery
Comms Preference - Set within a profile e.g SMS, email etc.
Mobile Status - Scrypt Mobile account active?
Has Order Cycle
Scrypt Reminders Active
via Dispense Search
Search by:
Personal
Personal demographics - standard to most search engines
Post code range - ideal for holiday destination pharmacies
Age range - search for an age range to narrow down your list
Repeats Held - managed from within your Dispense software)
Has Mobile - searches for profiles only containing a mobile number
Medical
Nursing Home - Also known as facilities and managed from dispense systems
Medicare Number - Search by Medicare number
Repat Number - Search by Repat Number
Concession Holder - Search for Concession holders only
Safety Net Entitlement Number - Search by SN entitlement Number
Engagement
First Visit range - Search for customers by the date their profile was first created in dispense system
Last Visit range - Search for customers by the date their last script was dispensed
Whooping Cough Vax eligibility - searches for profiles that are be eligible for the Help Prevent Pertussis campaign (via Scrypt Notify)
3. Select "Search"
Search or Clear Form
Access individual profile from here
Select profiles to Schedule BulkSMS
select page or select all pages (this will only select profiles with mobile numbers)
Export data:
Export as CSV - Ideal to clean up the list or add more numbers to list to then later use to import file for Bulk SMS Communications
Export as PDF