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How to compose a new letter in the 'Correspondence' tab

๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to compose a new letter

Hebe Lowen avatar
Written by Hebe Lowen
Updated yesterday

How do I send a new email from the 'Correspondence' tab?

To send a patient a new SMS:

  • In the 'Correspondence' tab, click 'New Correspondence'.

  • Select 'New letter' from the dropdown.

  • Select a template to use.

  • Choose the recipient (if you select the patient's name, it will auto-populate with the details on their record). You can also select a doctor/specialist if they are on your system.

  • Next, you can make changes to the content. It can include formatting such as bold, italics and bullet points.

  • At this point you can click 'Save'. A PDF will be generated which you can then print and post manually.

  • If you have Dentally Mail enabled (UK only), you will see an extra section for posting options. Select if you wish to send via Dentally Mail, and if so, select if you want to use your default printing/posting options. Click the close icon to send the letter using this method.

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