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Patient Communications
Patient correspondence, templates, letters, SMS and email - all you need to know.
How to use correspondence data tags and merge fields🇬🇧🇦🇺🇨🇦🇮🇪 UK, AU, CA, ROI - How to use data tags to make correspondence personal, use with templates
Managing your Inbox and incoming correspondence🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Unassigned correspondence. Multi-site correspondence. Filter correspondence. Undelivered correspondence
An Overview of Patient Correspondence🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - The patient's correspondence tab, New correspondence, correspondence history and incoming correspondence.
How to manage correspondence templates🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How to manage templates for emails, letters, SMS & Word documents.
How to create and edit a correspondence template🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Creating and editing correspondence templates, including editing content and adding data tags.
How to use the 'Automation' settings🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Setting up automated communications including appointment reminders.
How to set up automated communications in 'Patient Communications'🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Setting up automatic appointment reminders and confirmation messages.
How to use 'Automation' to send appointment reminders🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Using Dentally's built-in automated communications to send appointment reminders and correspondences
How to use 'Automation' to send invoices🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Using Dentally's built-in automated communications to send treatment invoices.
How to use 'Automation' to send estimates🇬🇧🇦🇺🇨🇦🇮🇪 UK, AU, CA, ROI - Using Dentally's built-in automated communications to send treatment estimates.
Composing a New Email🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to compose a new email from the correspondence tab
How do I send out marketing emails to patients in Dentally?🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How to send marketing emails to patients who have opted in using the Patients Report
Adding an attachment to an email🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How to add an attachment in Dentally email and the supported files types.
Using Dentally Mail🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Check your print list. How to remove letters to stop them being printed & sent
Composing a New Letter🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to compose a new letter
Use Word document templates in Dentally🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How to use Word documents in Dentally, for correspondence
Bulk Patient Messaging🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Send an email, SMS, or letter to a big group of people. Compose messages & save for sending later
Setting up Patient Messaging🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Set up and manage Patient messaging for sending bulk messages. Practice Settings
How to create a prescription - UK/CA only 🇬🇧🇨🇦🇨🇦🇬🇧 CA/UK only - Let's take a look at how you can create and use a template for a prescription in Dentally?
How to add a new estimate/consent form template🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Where and how you can add new templates for your consent forms, estimates and treatment plans.
Uploading Scanned documents🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How to upload scanned documents, & Word documents into Dentally. How to download documents from Dentally
Showing Comparisons of Payment Plans to Patients at Dentally🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How to create a comparison estimate of different payment plans for patients to sign
How to send calendar invites for upcoming appointments🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Sending calendar invites in patient communications to enhance the patient experience.
How to add a link to an email template🇬🇧🇦🇺🇨🇦🇮🇪 UK, AU, CA, ROI - How to embed a URL in the body of an email template in Dentally.