Patient Email Connect

Patient engagement and marketing are critical for clinical quality and business purposes. Lytec now makes it even easier to contact your patients using cost-effective email and other methods to stay in touch, provide valuable information, and even drive revenue. With Patient Email Connect available in Lytec 2019, connecting with your patients is now as easy as 1-2-3. You can now filter the export of patients using a variety of filters so that you can get the list you need to match your specifications. Create your lists by picking from 27 different filters such as age, gender, activity, last visit date, diagnoses, charges, or balance owed. Your list is exported as a CSV file allowing you to manipulate and customize the data in your preferred spreadsheet program.

Patient Email Connect and PHI
Please be aware that creation and transmission of exported records and files, using Patient Email Connect, must be accomplished while closely following the HIPAA Security Rule and HIPAA Privacy Rule.

These Rules protect individuals’ electronic personal health information that is created, received, used, transmitted, or maintained by a covered entity. Please ensure that you follow appropriate administrative, physical and technical safeguards to ensure the confidentiality, integrity, and security of electronic protected health information just as you must for all Lytec features.

New export option
There is a new option on the Tools > Export menu: Patient Email Connect. Use this option to open
the Patient Email Connect Filter screen.

Security for Patient Email Connect
Access to Patient Email Connect is controlled by the Export/Patient File setting in Security Profile for each user.

New Patient Email Connect Filter screen
When you select to export patients, you will now see a Filter screen. Use this screen to make and
save filter selections for patients.

Fields that are exported
Exported data will include (with data labels in the first row):
• Patient Chart
• Patient First Name
• Patient Last Name
• Patient Middle Name
• Address 1
• Address 2
• City
• State
• Zip Code (both five digit code and additional four in separate adjoining field)
• Zip Plus 4
• Home Phone
• Work Phone
• Mobile Phone
• Main Phone
• Home Email
• Work Email
• Sex
• Patient Code
• Patient Type
• Birth date
• New Patient Date (from Patient file).
• Responsible Party First Name
• Responsible Party Last Name
• Patient Balance
• Next Recall Date (the single next Recall date in the future from current date)
• Primary Insurance Code (from Patient file only, NOT from individual Billings)
• Primary Insurance Name (from Patient file only, NOT from individual Billings)
• Secondary Insurance Code (from Patient file only, NOT from individual Billings).
• Secondary Insurance Name (from Patient file only, NOT from individual Billings).
• Tertiary Insurance Code (from Patient file only, NOT from individual Billings)
• Tertiary Insurance Name (from Patient file only, NOT from individual Billings)
• Last Visit Date (from Patient file).
• Hold Code 1
• Hold Code 2
• Hold Code 3
• Hold Code 4
• Hold Code 5

Procedures – Exporting patients
To export a list of patients:

1. On the Tools menu, select Export > Patient Email Connect. The Patient Email Connect Filter screen appears.
2. Make all of your filter selections.
3. Click the Export button. The Export Results screen appears.
4. Navigate to a folder where you want to save your results and enter a name for the *.csv (comma separated values) file.
5. Click the Save button. The file will be saved and you can open it in spreadsheet applications and print it from there. When you import your saved files, zip codes and other numeric fields may be interpreted as numbers by your spreadsheet program and have their leading zeros stripped. For instance, in Microsoft Excel you will need to make the zip code column a “text” column (during Import) so that any leading zeros will be retained. Be sure to repeat this with other numeric columns.

Saving filter selections
To save a set of filter selections:

1. On the Tools menu, select Export > Patient Email Connect. The Patient Email Connect Filter screen appears.
2. Make all of your filter selections.
3. Click the Save As button. The Save Filter screen appears.
4. Enter a name for your selections in the Save As field.
5. Click the Save button. After this, this filter will be available for selection in the Saved Filters drop-down.