We use Dentrix and there is no way to filter out which patients have submitted their "New Patient Packets" (all were new when we started with Weave a couple of months ago), and which have not. The filter options do not make sense with Dentrix. We need to use the "Status" for when we reach out to confirm an appointment or when the patient is here, etc. The "Type" is basically the description we use for the appointment itself and changes with each patient and appointment. There is literally NO WAY to filter it out.
So I have to spend MORE time weeding through which patients need just a "Health History Update" and which ones need the "New Patient Packet". If I send all the patients both options, they will pick the shorter and easier one EVERY TIME!!
The last communication platform we used kept track of which form they needed to be sent. HELPPPP!