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PATIENT CORRESPONDENCE
PATIENT CORRESPONDENCE
Patient correspondence, templates, letters, SMS and email - all you need to know.
17 articles in this collection
Written by
Rosie Diver
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
Written by
Rosie Diver
Updated over a week ago
Automated Communications
How to set up automated patient communications appointment confirmations, cancellations reasons,
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.
Written by
Rosie Diver
Updated over a week ago
Composing a New Email
How to compose a new email fro the correspondence tab
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
Written by
Rosie Diver
Updated over a week ago
Composing a New Letter
How to compose a new letter
Written by
Rosie Diver
Updated over a week ago
Composing a New SMS
How to compose a SMS message
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
Written by
Rosie Diver
Updated over a week ago
Creating an Estimate
How to create an estimate, print an estimate, email an estimate
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
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
Written by
Rosie Diver
Updated over a week ago
Incoming Correspondence
The practice inbox. Match and assign correspondence. Multi-site correspondence. Filter correspondence. Undelivered correspondence
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
Written by
Rosie Diver
Updated over a week ago
Showing Comparisons of Payment Plans to Patients at Dentally
How to create a comparison estimate of different payment plans for patients to sign
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
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
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.
Written by
Rosie Diver
Updated over a week ago