...
- Search for Patients by Reminder Dates - Enter the appropriate date range
- From the File pull-down choose Print
- Choose Export reminder and click Export
- Name the export file and save the file to your computer
Format Spreadsheet to Send
...
to IDEXX Reminder Service
- Search for the file you exported in Step 4 above (it will be a .txt file)
- Right-click on the file, choose Open With..., and select Microsoft Excel
- The columns in Excel are not labeled. The columns, as exported, are as follows:
- Client 1 Title
- Client 1 First Name
- Client 1 Last Name
- Client 1 Full Name
- Address Line 1
- Address Line 2 OR City, State, Zip Code
- City, State, Zip Code IF Column F was Address Line 2
- Zip Code
- Client ID
- Patient Name
- Patient Pronoun
- Patient Pronoun
- Patient Pronoun
- Patient ID
- Blank Column
- Number of reminders that have already been sent
- Patient Last Visit
- Remaining columns are Reminder Description and Due Date columns
- The file sent to the IDEXX Reminder Service team needs to have the following columns in the order listed. The data in the column can be blank, but each column needs to be listed. (Data manipulation in Excel will be necessary).
- ClientID
- Name (Full Name will be in this one cell)
- Address
- Address1
- City
- State
- Zip
- PetName
- Reminder1Date
- Reminder1
- Reminder2Date
- Reminder2
- Reminder3Date
- Reminder3
- Reminder4Date
- Reminder4
- Reminder5Date
- Reminder5
- Reminder6Date
- Reminder6
- Reminder7Date
- Reminder7
- Reminder8Date
- Reminder8
- Reminder9Date
- Reminder9
- EmailAddr
- SpeciesName
- BreedName
- Save the finished spreadsheet as a Text (Tab Delimited) or CSV (Comma Delimited) file