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The mailings export feature allows an authorized user to create export files to be sent to a third-party mailing fulfillment vendor.
The export can be run for a specific mailing or all of them (default), and for the current date or a specific date.
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The export file is a fixed-width plain text file with the following fields of information:
The mail export can optionally be limited by county, zip code, and/or language preference. The mail export initially limits the maximum age of the child to lower the number of records to be inspected. This limit is 15 years of age.
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To create the export file, click on the Health Promotion > Mailings Export link in the menu. The Health Promotion Mailing Export page opens. Select the criteria for the report, then click one of the buttons:
The mailings export report criteria fields are as follows:
Field | Description |
Run for Date |
Select either Today (default) or enter a specific date to run the report for. |
Mailings |
Select either All, one or more types of mailings to limit the export for, or a birthdate range to limit the export report. Note that mailings do not include patients whose Mail Method is set to Email, with the following exceptions:
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Options |
Select one or more counties and/or zip codes to include or exclude (select the Exclude option to exclude the selected counties), and/or select a specific language from the drop-down list. |
There are two versions of the mailings export file: English and Spanish. The files can be opened/saved either individually or within a zipped (compressed) group. When the mail export is re-run, the previous zipped file is deleted and a new one is generated.
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To view the contents of an individual or zipped file, click on the mailing file name hyperlink on the Health Promotion Mailings Export page. A file download dialog box appears; click Open to view the file in the default text editing application (i.e., Notepad).
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