Dentally

Shelley Withington

Amber Morris

Patient correspondence, templates, letters, SMS and email - all you need to know.

Patient Communications

How to use data tags to make correspondence personal, use with templates

Correspondence Data Tags and Merge Fields

The practice inbox. Match and assign correspondence.   Multi-site correspondence. Filter correspondence. Undelivered correspondence

Incoming Correspondence

The patient's correspondence tab, New correspondence, correspondence history and incoming correspondence.

An Overview of Patient Correspondence

Overview

How to set up automated patient communications appointment confirmations, cancellations reasons,

Automated Communications

How to set up automatic appointment reminders and confirmation messages

Setting up Automatic Appointment Reminders and Confirmations

Automated Communication

How to compose a new email from the correspondence tab

Composing a New Email

How to send marketing emails to patients who have opted in using the Patients Report

How do I send out marketing emails to patients in Dentally?

How to add an attachment in Dentally email and the supported files types.

Adding an attachment to an email

Emails

Find out how to opt out of SMS communications, with details on how a patient can opt-in after previously opting-out.

SMS how to opt-in and opt-out

Composing a New SMS

How to use Dentally Mail to save you time and money. How to check your print list. How to remove letters to stop them being printed & sent

Using Dentally Mail

Composing a New Letter

How to use Word documents in Dentally, for correspondence

Use Word document templates in Dentally

Letters

How to make a record of the details of a phone call to the practice and save it into a patient's correspondence

Recording the Details of a Phone Call

How to make a phone call from inside Dentally. View / Edit call correspondence notes. UK ONLY! 🇬🇧

Make a phone call from Dentally

Outbound telephone calling

How to send an email, SMS, or letter to a big group of people. Compose messages & save for sending later. Use the Patients Report

Bulk Patient Messaging

Set up and manage Patient messaging for sending bulk messages. Practice Settings

Setting up Patient Messaging

How to create & edit templates for emails, letters , SMS & Word documents. Add logo. Add data tags. Change page size. Add to Recalls Report.

Correspondence Templates

Let's take a look at how you can create and use a template for a prescription in Dentally?

How to create a prescription in Dentally?

How to create consent and estimate templates for signing on the iPad, and online...

Creating Estimate and Consent Templates

How to upload scanned documents, & Word documents into Dentally. How to download documents from Dentally

Uploading Scanned documents

How to create a comparison estimate of different payment plans for patients to sign