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Advice and answers from the Dentally Team
Search results for:
patients report
The
Patients
Report
The '
Patients
'
Report
in Dentally allows you to customise, run & save reports based on various information you hold on your
patients
… Using the
Patients
report
and Messaging feature to contact large groups of
patients
How can I find… The
Patients
Report
Written by
Shelley Withington
Updated over a week ago
How do I track all bad debtors?
How to use the
Patients
Report
to track all bad debtors… The
Patients
Report
Using the
Patients
report
and Messaging feature to contact large groups of
patients
… Identify those
patients
who are bad debtors using the
Patients
report
, then contact them to chase their
Written by
Shelley Withington
Updated over a week ago
How can I find all my new
patients
?
How to use the
Patients
Report
to find all the new
patients
since a certain date… The New
Patients
Per Month
Report
will tell you how many new
patients
came into the practice, but if… Follow the instructions here to contact all your new
patients
from the
Patients
Report
screen
Written by
Shelley Withington
Updated over a week ago
How do I send out marketing emails to
patients
in Dentally?
How to send marketing emails to
patients
who have opted in using the
Patients
Report
… Use the
Patients
Report
to filter all those active
patients
with marketing consent and who can receive… The
Patients
Report
Written by
Shelley Withington
Updated over a week ago
How to use the
Patients
Report
and bulk messaging to contact
patients
in Dentally
How to use the
Patients
report
to create a group of
patients
and send an email to those
patients
using a template within Dentally…
patients
using the
Patients
Report
Stage 3 - Send an appropriate message to these selected
patients
… Stage 2 - Use the
Patients
Report
to create a group of
patients
Written by
Shelley Withington
Updated over a week ago
How do I find Lapsed
Patients
How to use the Lapsed
Patients
Report
to identify
patients
that have not had an appointment since a specified date… The Lapsed
Patients
report
is found in Reports >
Patients
> Lapsed
Patients
… You can use the Lapsed
Patients
report
to identify
patients
that have not had an appointment since a
Written by
Shelley Withington
Updated over a week ago
How can I find and contact all
patients
who owe money?
How to use the
Patients
Report
to find
patients
who owe you money, no further treatment booked, contact them & include a payment link… Using the
Patients
report
and Messaging feature to contact large groups of
patients
How can I find… The
Patients
Report
Written by
Shelley Withington
Updated over a week ago
Bulk
Patient
Messaging
How to send an email, SMS, or letter to a big group of people. Compose messages & save for sending later. Use the
Patients
Report
… First, you need to use the
Patients
Report
to find the list of
patients
you want to contact en masse… There is a limit to the number of messages you can send from the
Patients
report
Written by
Shelley Withington
Updated over a week ago
How do I find my new
patients
with a specific acquisition source?
How to find out how many new
patients
you have and how you acquired them..… The
Patients
Report
Filters To find your newly registered
patients
set the filters in the
Patients
… The
Patients
Report
To learn more about the
Patients
Report
and how you might use it, we have a number
Written by
Shelley Withington
Updated over a week ago
How to use the New
Patients
per Month
Report
in Dentally
How to use the New
Patients
per Month
Report
to see how many new
patients
have registered with you each month and acquisition source… The New Patient per Month
report
allows you to see how many new
patients
you have registered in a month… Below each list at the bottom you are able to see the total of new
patients
for that method in the time
Written by
Shelley Withington
Updated over a week ago
