How do I send recall booking links for routine appointments through Dentally Portal?
Ensure you have enabled recalls, by enabling recalls, creating a correspondence template and setting up automation.
Use the 'Recalls' report so that recalls go to patients who are due for an appointment.
If you’re a Portal user with online booking enabled and recalls set up, patients will receive a link in their task reminder, asking them to log into Portal, where they can book and manage appointments.
💡 Top tip: Use the tag [patient_recall_booking_link] to send a secure unique link which will take the patient straight to booking without having to log in. You can add tags to your templates at any time.
What will patients see when they book a recall appointment online?
If you have used the recall booking link tag in your communications:
Patients will receive a personalised link in their reminder, taking them straight through to book an appointment.
They'll follow the same steps to book as any other existing patient.
Once booked in, they'll then be taken to the main dashboard for Portal, where they can complete any outstanding action cards such as ‘Complete your details’.
If you haven’t used a recall booking link tag in your communications, patients can still book recall appointments themselves:
Patients can follow the link in their reminder through to the practice’s main login page.
After logging in with their email address and password, they’ll reach the main dashboard for Portal.
They’ll see the action card saying their routine appointment is due – they will need to click the card and book an appointment the same as any existing patient.
Once they’ve booked, they’ll be taken back to the main dashboard for Portal, where they can complete any further outstanding action cards.
💡 Top tip: You can use ‘Book together’ to allow patients to book multiple appointments together. ‘Book together’ is turned on by default, so if their due dates for dental and hygienist appointments are within 28 days of each other, the patient will be prompted to book both together.