All correspondence with or about a patient is listed in chronological order in the Correspondence tab, with the most recent items at the top.
This correspondence can be:
Phone Calls
Letters
Emails
SMS Messages
Scanned Documents
Estimates
New Correspondence
New correspondence can be created in this screen too, by clicking on the New Correspondence button and selecting the type you wish to create.
If you select 'Upload document', you will be prompted to upload a file, and can include additional information if required.
Correspondence History
As the correspondence history with a patient grows, as will the list in this screen. Previously sent and received correspondence can be viewed and if appropriate, resent or reprinted.
View - Any previous correspondence can be viewed with the view option to the right of each item.
Reprint - When viewing letters or estimates, you can reprint them by clicking on the printer icon.
Edit - Letters can be edited and reprinted from the Edit option.
Delete - When viewing Letters, Uploaded documents and Estimates, the bin icon will delete the item.
Incoming Correspondence
If a patient replies to your Dentally practice email address or an SMS sent from Dentally and their email address or mobile number matches the records in Dentally, their message will be listed in here, alongside the outgoing messages created by the practice. If the incoming email address or mobile number does not match those saved in a patient’s records, the incoming correspondence can be linked to the patient using the Assign to Patient option when viewing the correspondence.
Delete Correspondence
If, for any reason, you need to delete correspondence, including files which have been uploaded into the incorrect patient, go to the item, Select View. As it comes up, select the bin icon on the top right of the view screen. Select OK and the file will be deleted from the patient's correspondence file.
WARNING Once deleted the file CANNOT be recovered.
What to do if I see "You do not have permission to delete this correspondence"?
The logic in the system prevents users who are under level 3 from deleting ANY patient documents that were not uploaded by THAT USER within 3 hours of the original upload time.
Users who are level 2 will not be able to delete documents uploaded by another level 2 users.
Level 4 can delete all documents.