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Advice and answers from the Dentally Team

Search results for:patients report
Finding new patients with no appointment - Patients Report
AU, UK, CA, ROI only - Find patients who have been added to Dentally but never had an appointment at your practice!… You can use the ‘Patients Report’ to find any patients who have been added to Dentally but have never had an appointment at the practice… In the example video below, you can see that we have created a report first for specific dentists patients
How to use filters in the 'Patients' report
AU, UK, CA, ROI only - Understand how filters work and how to make the most out of them in the 'Patients' report… How do I filter the 'Patients' report?… How do I save the filtered 'Patients' report for future use?
How to use the 'Patients' report in Dentally
AU, UK, CA, ROI only - Customise, run & save reports based on various patient information… How do I use the 'Patients' report to contact patients?… If you want to see a full list of all your patients, use the 'Patients' report
Finding patients who have had high-value treatments - Patients Report
AU, UK, CA, ROI only - Targeting your marketing efforts to patients who have had higher-value treatments… One way to use the ‘Patients Report’ is to find all your patients with high-value treatment completed within a specified timeframe… This report can be ideal for targeting your marketing efforts of new high-end treatments
How can I find all my new patients?
AU, UK, CA, ROI only - How to use the Patients Report to find all the new patients since a certain date… The New Patients Per Month Report will tell you how many new patients came into the practice, but if… Follow the instructions here to contact all your new patients from the Patients Report screen
How to use the Patients Report and bulk messaging to contact patients in Dentally
AU, UK, CA, ROI only - Create a group of patients and send an email to those patients using a template within Dentally… patients using the Patients Report Stage 3 - Send an appropriate message to these selected patients… Stage 2 - Use the Patients Report to create a group of patients
How do I track all bad debtors?
AU, UK, CA, ROI only - How to use the Patients Report to track all bad debtors… The Patients Report Using the Patients report and Messaging feature to contact large groups of patients… Identify those patients who are bad debtors using the Patients report, then contact them to chase their
How to use the 'Patients Report' to identify effective acquisition sources
AU, UK, CA, ROI only - How to find out how many new patients you have and how you acquired them..… The 'Patients Report' is a great way to determine how effective your marketing channels are in bringing new patients to your practice… First, let's get to grips with using the 'Patients Report' to view new patients
How can I find and contact all patients who owe money?
AU, UK, CA, ROI only - Find patients who owe you money, no further treatment booked, contact them & include a payment link… Using the Patients report and Messaging feature to contact large groups of patients How can I find… The Patients Report
How do I send out marketing emails to patients in Dentally?
CA, AU, UK, ROI - How to send marketing emails to patients who have opted in using the Patients Report… Use the Patients Report to filter all those active patients with marketing consent and who can receive… The Patients Report