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How do I send messages directly from Denticon Practice Analytics?

Paul Shaaf
Updated

The “Send SMS/Email” button within Denticon Practice Analytics lets you take action directly from your reports by launching targeted patient communications. To use this feature, your practice must have both:

  • Denticon Practice Analytics Dashboard Bundle, and

  • Automated Campaigns (Denticon Patient Communications) enabled.

If you don’t have these features enabled, please contact support@planetdds.com.

How to Use the “Send SMS/Email” Button:

  1. Log into Denticon and launch Denticon Practice Analytics
    Go to Utilities > Launch > Denticon Practice Analytics.

  2. Select a dashboard and Details Report
    (e.g., Treatment Plan Analysis), then open a Detail Report by clicking the right arrow.
    (e.g., Accepted/Unscheduled Details Report).

  3. Click “Send SMS/Email”
    You’ll see this button in the top right corner of the report (only on supported reports).

  4. Choose patients
    A list of patients will appear. Check or uncheck patients to include/exclude, then click Continue.

  5. Configure the campaign

    • Enter a campaign name

    • Select a delivery date (the earliest available is the next day)

    • Choose message type (SMS or Email)

    • Review the selected patients

    • Select a template

    • Click Set Campaign to finalize

    💡 Templates can be created or edited in the Automated Campaigns module:
    Utilities > Launch > Automated Campaigns

  6. Manage your campaign
    To view or edit the campaign after creation:

    • Go to Utilities > Launch > Automated Campaigns

    • Navigate to the Patient Care Follow-Up Campaigns section

    • Look for campaigns with the “DPA_Campaign” prefix

    • From there, you can edit the campaign as needed

Important Notes:

  • This feature is only available in reports with the “Send SMS/Email” button.

    • As of October 2025, this functionality is available in the below details reports:
      • Treatment Plan Analysis: Unscheduled Patients with Accepted Treatment Plans
      • Treatment Plan Analysis: Unscheduled Patients with Unaccepted Treatment Plans
      • Patient Visit Analysis: Active, Inactive, Danger Zone Patients
      • Front Office: Unconfirmed Appointments
      • Front Office: No Show Appointments

  • Additional reports will gain this functionality as we continue rolling it out.

Need help?
Contact our support team at support@planetdds.com.

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