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.
