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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.
How to manage correspondence templatesHow to manage templates for emails, letters, SMS & Word documents.
How to create and edit a correspondence templateCreating and editing correspondence templates, including editing content and adding data tags.
How to use the 'Automation' settingsSetting up automated communications including appointment reminders.
How to set up automated communications in 'Patient Communications'Setting up automatic appointment reminders and confirmation messages.
How to use 'Automation' to send appointment remindersUsing Dentally's built-in automated communications to send appointment reminders and other correspondences.
How to use 'Automation' to send invoicesUsing Dentally's built-in automated communications to send treatment invoices.
How to use 'Automation' to send estimatesUsing Dentally's built-in automated communications to send treatment estimates.
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
How to create a prescription - UK/CA only π¬π§π¨π¦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 templateLet's take a look at where and how you can add new templates for your consent forms, estimates and treatment plans.
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
How to send calendar invites for upcoming appointmentsSending calendar invites in patient communications to enhance the patient experience.
How to add a link to an email templateHow to embed a URL in the body of an email template in Dentally.