Where do I find the 'Patient Communication' section in Dentally?
📝 Please note: You must have Level 4 permissions to edit the practice settings.
In Dentally, go to 'Settings' > 'Practice' then click on the 'Patient Communication' tab.
From here you can:
Customise your email footer
Enable patient-friendly tooth naming
Each section must be saved individually in order for your chosen setup to be saved.
Find out more about the difference between reminders and confirmations here, and see what you else can do in the practice settings in our dedicated help section.
📝 Please note: This is different from the 'Automation' section, which you can read more about here.
How do I edit my email footer for correspondences from Dentally?
In Dentally, go to 'Settings' > 'Practice' then click on the 'Patient Communication' tab.
Scroll down to the 'Email Footer' section. This will be the text that appears at the bottom of every email you send using Dentally.
You can use html and data tags in this text. Click the dropdown 'Show available data tags' so see which data tags are available to you.
When you have finished, be sure to click 'Save'.
How do I enable or disable patient-friendly tooth naming?
In Dentally, go to 'Settings' > 'Practice' then click on the 'Patient Communication' tab.
Scroll down to the 'Patient Friendly Tooth Naming' section. This allows you to choose between using industry-standard language, or making the language more accessible for patients (such as in estimates and invoices).
Use the dropdown to enable or disable patient-friendly tooth naming.
When you have finished, be sure to click 'Save'.