We know that there are many types of carriers/plans that your clients can be enrolled in. Now, you are able to filter for a specific carrier, product type, and plan name. We’ve recently included D-SNP and C-SNP filtering options as well!

If there are clients that have the same provider and you want to create filtered reports to group them together, you are now able to do so.

It’s always helpful to stay up to date on a client’s address when it comes to sending out mail for communication. You can create a filtered list of your clients, include their mailing address, and then export it to your tool of choice for bulk mailing.

If you want to reach out to specific clients on specific prescriptions, you can now create a filter for that. You can also find clients from your list of contacts with Chronic conditions, that are Veterans, and more.

If you’re interested in sending birthday cards, you can now pull reports of upcoming birthdays within a certain amount of days of your choosing. Maybe you need a list of contacts to send birthday communications to that are turning 65 within the next two months, you can now easily pull a live list to have on hand.

If you are creating a filtered report and want to save it for later, you are now able to do so. This can be helpful if you are building out a live document, or need to refer back to it for communication purposes later.

If you need to quickly send mass communications, you can create the report and have the list of names and email addresses in a .text document or simply copied into your clipboard.