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How to set up and use a specialist as a contact

๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - Set up specialists so that you can send referral letters and other documents

Hebe Lowen avatar
Written by Hebe Lowen
Updated over 2 weeks ago

How do I set up a specialist as a contact in Dentally?

If you want to send referral correspondences to a specialist, you will need to set them up as a contact within Dentally. Once set up, you can refer a patient to the specialist via email and letter.

To set a specialist up:

  • Go to 'Settings' and click 'Contacts'.

  • Open the 'Specialist' tab and click 'New'.

  • Complete the necessary fields to identify the specialist.

  • When you are ready, click 'Save'. The specialist will now appear in your list of contacts under 'Specialist'.

Once you have set a specialist as a contact in Dentally, you can set them as the recipient for referral correspondences eg. when composing a letter.

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