Marketing Reports - Marketing Section of Patient Profile

[GDCMarketing]

Background: When a patient comes, we ask them the services they would be interested in. In the Marketing section of the patient profile, we mark what they are interested in.

Issue: When we try to pull the reports there aren't any options for pulling a marketing report. Then we tried searching with the code M0002 (interested in Invisalign) and in Open Dental it doesn't pull anyone up. And then in Practice by Numbers it pulls up the entire database.

Does anyone know how to pull these reports? Or what are we doing wrong?

Thank you!

[agrasley]

Since there is not a standardized place to put this kind of marketing information in Open Dental, what you are probably going to be best served by is a custom query. You can get in contact with our query team to discuss this by filling out the form here:

https://opendentalsoft.com:1943/ODQuery ... tForm.aspx

Hope this helps!