Use It or Lose It Campaign

Created by Emily McClendon, Modified on Mon, 23 Sep at 9:07 AM by Emily McClendon

Here is a step-by-step tutorial on how to send out the End of Year Insurance Benefits Remaining Letter using our Custom Campaigns.

Engage or Grow Package required for this feature. If you are subscribed to our Analyze package and would like to learn more about Custom Campaigns and other features available within our Grow Package, call 866-216-8416 to learn more!

1. Access Custom Campaigns:

Go to Campaigns and then Custom Campaigns. This option is available from the drop-down menu at the top right of the page or the sidebar on the RevenueIQ page.

2. Start a New Campaign:

You’ll see results from previous campaigns. To create a new one, click + Add New at the top.

3. Select the End of Year Insurance Benefits template:

First you will need to select Email Only as the type of message. Then select Add to choose the template.

When you select Add it will pull up a blank template customization window. Select Pick a Template.

After selecting Pick a Template, you will see a new window with all your existing templates. You will find the End of Year Insurance Benefits Letter under Finance & Insurance, or you can search for it by name.

4. Edit Your Template:

When you select Use (top right corner), it will allow you to edit the template further if you would like. You will see that the patient’s first name, amount of remaining benefits, and the date on which their insurance resets are already set to auto-populate when the campaign is sent.

6. Choose Your Recipients:

After you select Save (top right corner), you can choose your recipients. Under Pick your audience, select Edit Criteria to access the Show Filters drop-down menu. For this campaign, we recommend selecting Primary Insurance and Primary Benefits Remaining.
You can then filter by Insurance and/or set a minimum/maximum for Benefits Remaining, if you’d like.
Below that you will see the current number of selected recipients, and you can Fine Tune the list, if you want to remove any specific patient by name. If they have opted out, their name does not have to be deselected. They'll automatically be filtered out.

7. Send Your Campaign:

Finally, with the other steps completed all that's left is to Finalize your message, and send it out! Once you select the option, it will ask to Save the Draft, Send Now, or Schedule for Later