Overview:
Denticon Patient Communication helps dental practice staff create and manage patient outreach from one place. Use it to set up appointment reminders, recurring campaigns, patient care follow-ups, and ad-hoc announcements, as well as build and edit templates and mailing lists. You can also run reports to review campaign activity, cancellations, and survey results.
Instructions:
Launch Patient Communications
Utilities Menu → Launch → Automated Campaigns
Create an appointment reminder campaign
Click appointment icon
Enter campaign name
Set status to active
Choose the event trigger
Select existing mailing list or click add new
Add at least one touch point
Select delivery type
Select delivery date
Select existing template or add new
Add additional touchpoints (Optional)
Please Note: Delivery dates for additional touchpoints must be in chronological order, oldest to newest
Click save and confirm
Create a recurring event campaign
Click recurring icon
Enter campaign name
Set status to active
Choose the event trigger
Select existing mailing list or click add new
Add at least one touch point
Select delivery type
Select delivery date
Select existing template or add new
Add Additional Touchpoints (Optional)
Please Note: Delivery dates for additional touchpoints must be in chronological order, oldest to newest
Click save and confirm
Create Patient Care: Follow Up Campaign
Click the Patient Care Follow-up icon
Enter campaign name
Set status to active
Set the delivery date and time
Select delivery type
Select existing mailing list or add new
Select insurance plan type (optional, set to all to include all patients who match the mailing list criteria)
Set remaining benefits amount (required, set to 0.00 to include all patients who match the mailing list criteria)
Select treatment plan codes (optional, set to all to include all patients who match the mailing list criteria)
Select treatment plan status (optional, requires selection of treatment plan codes, set to all to include all patients who match the mailing list criteria)
Select existing template or add new
Click save and confirm
Create ad-hoc announcement
Click ad-hoc icon
Enter campaign name
Set status to active
Set the delivery date and time
Select delivery type
Select the event trigger
Select the event date
Select existing template or add new
Select mailing list criteria
Select office(s) or office group(s)
Select providers
Please note: for appointment event triggers provider will refer to the appointment provider and for all other event trigger provider will refer to the patient’s preferred provider
Select age range
Select any patient types to include
Select any patient types to exclude
Select any responsible party types to exclude
Select type
Create new template
Click templates icon
Click add new template button
Select template type
Enter name
Enter subject (only for email templates)
Add template elements from panel on the right using drag and drop functionality
Save template
Create new mailing list
Please note, mailing list can also be created on the fly while creating campaigns
Click mailing list icon
Enter mailing list name
Select office(s) or office group(s)
Select providers
Please note: for appointment event triggers provider will refer to the appointment provider and for all other event trigger provider will refer to the patient’s preferred provider
Select age range
Select any patient types to include
Select any patient types to exclude
Select any responsible party types to exclude
Select type
Click save and confirm
Get campaign reports and survey results.
Please note, only campaigns that have been sent out have reports. Appointment and Recurring Campaign reports currently show last two weeks of data.
Click dashboard icon
Select the appropriate campaign type tab
Find the campaign you want to run a report for
Please note: If you are looking for a campaign that is no longer active, check the include inactive campaign checkbox
Click the excel icon in the report column
Get report of appointment cancelled via email or text
In Denticon, go to Reports (Old) Menu → Group Reports → Appointments Reports
Select Appointment Cancellation Report From Patient Communication
Edit report filters and criteria
Click print / preview
Get survey results
Please note, only campaigns that include a survey link and have been sent out have survey results
Click dashboard icon
Select the appropriate campaign type tab
Find the campaign you want to run a report for
Please note: If you are looking for a campaign that is no longer active, check the include inactive campaign checkbox
Click the excel icon in the report column
Edit Campaigns
Edit Templates
Click templates icon
Select the template you wish to edit
Click edit
Make necessary changes
Click save
Edit patient lists
Click mailing list icon
Select the mailing list you wish to edit
Click edit mailing list
Make necessary changes
Click save