PATIENT CORRESPONDENCE

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

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18 articles in this collection
Written by Rosie Diver

Automated Communications

How to set up automated patient communications appointment confirmations, cancellations reasons,
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Written by Rosie Diver
Updated over a week ago

Make a phone call from Dentally

How to make a phone call from inside Dentally. How to add a new number to call from. View / Edit call correspondence notes.
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Written by Rosie Diver
Updated over a week ago

Correspondence Templates

How to create & edit templates for emails, letters , SMS & Word documents. Add logo. Add data tags. Change page size. Add to Recalls Report.
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Written by Rosie Diver
Updated over a week ago

Using the Patient report and Messaging feature to contact large groups of patients

Use the patients report to create a group of patients and send an email to those patients
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Written by Rosie Diver
Updated over a week ago

Composing a New Email

How to compose a new email fro the correspondence tab
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Written by Rosie Diver
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
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Written by Rosie Diver
Updated over a week ago

Composing a New Letter

How to compose a new letter
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Written by Rosie Diver
Updated over a week ago

Composing a New SMS

How to compose a SMS message
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Written by Rosie Diver
Updated over a week ago

Correspondence Data Tags and Merge Fields

How to use data tags to make correspondence personal, use with templates
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Written by Rosie Diver
Updated over a week ago

Creating an Estimate

How to create an estimate, print an estimate, email an estimate
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Written by Rosie Diver
Updated over a week ago

Incoming Correspondence

The practice inbox. Match and assign correspondence. Multi-site correspondence. Filter correspondence
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Written by Rosie Diver
Updated over a week ago

Recording the Details of a Phone Call

How to make a record of the details of a phone call to the practice and save it into a patient's correspondence
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Written by Rosie Diver
Updated over a week ago

Setting up Automatic Appointment Reminders and Confirmations

How to set up automatic appointment reminders and confirmation messages
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Written by Rosie Diver
Updated over a week ago

Setting up Patient Messaging

Set up and manage Patient messaging for sending bulk messages. Practice Settings
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Written by Rosie Diver
Updated over a week ago

Showing a Comparison of Payment Plans to a Patient

How to create a comparison estimate of different payment plans for patients to sign
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Written by Rosie Diver
Updated over a week ago

Uploading Scanned documents

How to upload scanned documents, & Word documents into Dentally. How to download documents from Dentally
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Written by Rosie Diver
Updated over a week ago

Using Dentally Mail

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
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Written by Rosie Diver
Updated over a week ago

An Overview of Patient Correspondence

The patient's correspondence tab, New correspondence, correspondence history and incoming correspondence.
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Written by Rosie Diver
Updated over a week ago