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Advice and answers from the Dentally Team

Search results for:patients report

How to use the 'Patients' report in Dentally
UK/ROI, APAC, CA - Customise, run and save the 'Patients' report 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
How to use filters in the 'Patients' report
UK/ROI, APAC, CA - 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 and bulk messaging to contact patients in Dentally
UK/ROI, APAC, CA - 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 to send out marketing emails to patients using the 'Patients' report
UK/ROI, APAC, CA - How to send marketing emails to patients who have opted in using the 'Patients' report… You can generate a list of all patients who have opted into marketing emails using the 'Patients' report… Can I send marketing emails to patients who've opted in?
How to use the 'Patients' report to identify effective acquisition sources
UK/ROI, APAC, CA - How to find out how many new patients you have and how you acquired them… You can use the 'Patients' report to analyse the effectiveness of different marketing and acquisition… channels Top tip: Before using the report, ensure you're gathering accurate data on your patients
How to track bad debtors
UK/ROI, APAC, CA - How to use the 'Patients' report to track all bad debtors… To keep track of all patients who are bad debtors, you can use the 'Patients' report - in order to report… Navigate to the 'Patients' report. Set the 'Active' filter to 'is active'
How to find lapsed patients
AU, UK, CA, ROI only - Identify patients that have not had an appointment since a specified date… Please note: It is not possible to bulk email patients using the 'Lapsed Patients' report… In the 'Reports' menu, select the 'Lapsed Patients' report
How to identify patients who owe money
UK/ROI, APAC, CA - Find patients who are in debt and who have no further treatment booked, and send debt communications… To identify patients who owe money: Navigate to the 'Patients' report… This will generate a report of all patients with outstanding debt
How to report on patient age groups
UK/ROI, APAC, CA - Identify and understand your patient age demographics… In the 'Reports' menu, select the 'Patients' report… Can I see my patient breakdown by age group?
MPC Patient and Clinical reports overview
APAC/UK/ROI only - A brief breakdown of the available reports in the patient and clinical section in My Practice Cloud… New Patients Created Analysis Overview: The New Patients Created Analysis report tracks new patients… FTA or Cancelled Patients Without Appointment Booked Overview: This report identifies patients