PATIENT CORRESPONDENCE

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

21 articles in this collection
Written by Shelley Withington and Amber Morris

Adding an attachment to an email

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

Written by Shelley Withington
Updated over a week ago

An Overview of Patient Correspondence

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

Written by Shelley Withington
Updated over a week ago

Communicating with patients

Composing a New Email

How to compose a new email from the correspondence tab

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

Written by Shelley Withington
Updated over a week ago

Composing a New Letter

How to compose a new letter

Written by Shelley Withington
Updated over a week ago

Composing a New SMS

How to compose a SMS message

Written by Shelley Withington
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.

Written by Shelley Withington
Updated over a week ago

Creating an Estimate

How to create an estimate, print an estimate, email an estimate

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

Written by Shelley Withington
Updated over a week ago

Incoming Correspondence

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

Written by Shelley Withington
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 Shelley Withington
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 Shelley Withington
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 Shelley Withington
Updated over a week ago

Management

SMS how to opt-in and opt-out

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

Written by Amber Morris
Updated over a week ago

Automated Communications

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

Written by Shelley Withington
Updated yesterday

Create a Consent Form Template

How to create a consent form template for signing on the iPad, and online

Written by Shelley Withington
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 Shelley Withington
Updated over a week ago

Setting up Patient Messaging

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

Written by Shelley Withington
Updated over a week ago

Setting up Automatic Appointment Reminders and Confirmations

How to set up automatic appointment reminders and confirmation messages

Written by Shelley Withington
Updated over a week ago

Use Word document templates in Dentally

How to use Word documents in Dentally, for correspondence

Written by Shelley Withington
Updated over a week ago

Estimate Templates

How to create, use and remove an estimate template

Written by Shelley Withington
Updated over a week ago