Patient Communications
Patient correspondence, templates, letters, SMS and email - all you need to know.
How to use data tags in your patient messages🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use data tags or merge fields in your patient correspondence
How to manage your inbox and incoming correspondence🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Unassigned correspondence. Multi-site correspondence. Filter correspondence. Undelivered correspondence
How to use the 'Correspondence' tab🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - The patient's correspondence tab, New correspondence, correspondence history and incoming correspondence.
How to manage correspondence templates🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to manage templates for emails, letters, SMS & Word documents
How to create and edit a correspondence template🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Creating and editing correspondence templates, including editing content and adding data tags.
How to use the 'Automation' settings🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Setting up automated communications including appointment reminders.
How to set up automated reminders and confirmations in 'Patient Communications'🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Setting up automatic appointment reminders and confirmation messages.
How to use 'Automation' to send appointment reminders🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using Dentally's built-in automated communications to send appointment reminders and correspondences
How to use 'Automation' to send invoices🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using Dentally's built-in automated communications to send treatment invoices.
How to use 'Automation' to send estimates🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using Dentally's built-in automated communications to send treatment estimates.
How to compose a new email in the 'Correspondence' tab🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to compose a new email from the correspondence tab
How to send out marketing emails to patients using the 'Patients' report🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to send marketing emails to patients who have opted in using the 'Patients' report
How to add an attachment to an email🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to add an attachment to a new email correspondence, and what file types are supported
How to use Dentally Mail🇬🇧🇮🇪 UK/ROI only - Check your print list, remove letters to stop them being printed & sent
How to compose a new letter in the 'Correspondence' tab🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to compose a new letter
Use Word document templates in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use Word documents in Dentally, for correspondence
Bulk Patient Messaging🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Send an email, SMS, or letter to a big group of people. Compose messages & save for sending later
How to set yourself up to send patient correspondences🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Prepare your setup for patient messaging
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 upload scanned documents to a patient's record🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to upload scanned documents to the patient record and download them from there
How to show payment plan/fee schedule price comparisons in an estimate🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to create a comparison estimate of different payment plans for patients to sign
How to send calendar invites for upcoming appointments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Sending calendar invites in patient communications to enhance the patient experience.
How to add a link to an email template🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to embed a URL in the body of an email template in Dentally