Here's what we do:
twice a month, on 1st and 15th, our FD begins her recall protocol.
Patients who are due next month b/n 1-15,
this month 1-15,
last month 1-15,
3 months ago 1-15,
6 months ago 1-15,
9 months ago 1-15.
She mails out postcards merging them from OD, and begins calling several days later.
Naturally, she does as anyone would do in 1984.
She prints out the lists, manually dials the number with our phone system, tying up lines, etc, etc, etc.
So there is a better way.
If I could have all the queries come out on one report, I could export it to excel.
From Excel, we could merge into all the postcards at once.
We could then call from the list with Skype using a USB headset.
So...what I need is for these queries to come out on sheet and for the phone numbers to be clickable with Skype Click to Call.
The second part - I found instructions online. They are clunky, but they work.
Click the top of the column that contains the numbers in order to mark the entire column.
Right-click anywhere on that column and select “Format Cells”.
Select “text”.
Go through the numbers. You’re looking for any numbers that contain “+” or otherwise look like anything else than a string of numbers.
When all is checked, you move on.
Add a column next to the original column with the numbers (you can add it anywhere, but this makes it easy to keep the overview).
In the first row with a telephone number you wish to call (let’s assume your original number is in cell A2), add the following formula:=HYPERLINK(“callto:”&SUBSTITUTE(A2;” “;””)). This will remove spaces and create a hyperlink with the callto: HTML tag, which both Skype and Bria can pick up. You need to select which of the two apps actually get the call. What’s more, if you have several voip numbers in Bria, you need to configure which of the numbers is used in which cases – something I have given up on. Just can’t be bothered.
Click the link to test if it works as it’s supposed to. It should – and you’re now ready to copy that formula to all cells next to a number you wish to dial. Hide the original column to clean up and keep the original data. Now use your new column for your work.
Essentially, the spaces and dashes are removed and the call-to command is inserted.
Perhaps there is a better way - but it's still workable.
But putting all the queries together is more difficult for me.
Is there a query that has multiple time periods in one? I've gone through query samples, but they all begin with SET @FROMDATE and OR syntax doesn't work.
Kevin did write me a query for multiple time periods for incomplete tx plans, but my head hurts just looking at it.
