PATIENT CORRESPONDENCE

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

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20 articles in this collection
Written by Shelley Withington
Communicating with patients

Composing a New Email

How to compose a new email from the correspondence tab
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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
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Written by Shelley Withington
Updated over a week ago

Composing a New Letter

How to compose a new letter
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Written by Shelley Withington
Updated over a week ago

Composing a New SMS

How to compose a SMS message
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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.
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Written by Shelley Withington
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 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
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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
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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
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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
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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
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Written by Shelley Withington
Updated over a week ago