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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 fieldsHow to use data tags to make correspondence personal, use with templates
Managing your Inbox and incoming correspondenceThe practice inbox. Unassigned correspondence. Multi-site correspondence. Filter correspondence. Undelivered correspondence
An Overview of Patient CorrespondenceThe patient's correspondence tab, New correspondence, correspondence history and incoming correspondence.
Composing a New EmailHow to compose a new email from the correspondence tab
How do I send out marketing emails to patients in Dentally?How to send marketing emails to patients who have opted in using the Patients Report
Adding an attachment to an emailHow to add an attachment in Dentally email and the supported files types.
Using Dentally MailHow to use Dentally Mail to save you time and money. How to check your print list. How to remove letters to stop them being printed & sent
Composing a New LetterHow to compose a new letter
Use Word document templates in DentallyHow to use Word documents in Dentally, for correspondence
Bulk Patient MessagingHow to send an email, SMS, or letter to a big group of people. Compose messages & save for sending later. Use the Patients Report
Setting up Patient MessagingSet up and manage Patient messaging for sending bulk messages. Practice Settings
Correspondence TemplatesHow to create & edit templates for emails, letters , SMS & Word documents. Add logo. Add data tags. Change page size. Add to Recalls Report.
How to create a prescription in Dentally?Let's take a look at how you can create and use a template for a prescription in Dentally?
How to create a new Estimate/Consent form templateLet's take a look at how to add a Consent form or Estimate template
Uploading Scanned documentsHow to upload scanned documents, & Word documents into Dentally. How to download documents from Dentally
Showing Comparisons of Payment Plans to Patients at DentallyHow to create a comparison estimate of different payment plans for patients to sign
Calendar Invitations (iCal)Let's take a look at what iCal is and how you can use it to enhance your patient's appointment reminder.
How to add a link to an email templateHow to embed a URL in the body of an email template in Dentally.