If the COVID-19 pandemic has taught us anything, it's that moving forward the way we do dentistry is evolving. Operationally, your dental practice is having to adapt in new ways to keep both your staff and patients safe. On top of that, you're attempting to recover months of lost production. It's safe to say, your back is up against the wall. Luckily, we've been working day and night to innovate our products. Our reason for doing this is simple, we want to help you bounce back stronger than ever. One way we're doing this is by giving you the ability to send custom texts and emails with scheduling links to your patients.

This article will help you understand how you can access this functionality so you can easily fill your schedule and recoup that lost production


Note:

In order to be able to send scheduling links through custom texts and emails to your patients, you must be set up to use LocalMed Online Scheduling in Dental Intelligence.

If you're not set up to use Local Med Online Scheduling but would like to try it out, then reach out to our support team by selecting the chat bubble in the bottom right hand corner!

If your practice is set up to use LocalMed Online Scheduling, then refer to the following steps

How to Send an Individual Online Scheduling Message

Step by Step Instructions:

  1. Access the Patient Card in Dental Intel

    Note: You can do this by clicking on a patient's name in any report or list in Dental Intel, or by searching for the patient in the search bar in the top right hand corner

  2. Click on the Schedule Icon under their name in the Patient Card

  3. Once you click on the schedule icon, click on the Send Now option

  4. Next, choose your Reason for Visit

  5. Select a custom date for the patient to schedule on or after, or select their hygiene due date

  6. This will pop up with a Message Preview

  7. Here you can edit and customize the message that will be delivered to the patient by selecting the Pencil Icon

  8. Click into the text box to type content

  9. Add Variables or Placeholders by selecting the bracket icon { }. This will enter the code for Dental Intel to auto-fill the message with patient or practice information so each message is unique to the patient with less work on your end

  10. Click Done to update the changes to your message and then click Send when you are ready

And just like that, you're all set to start filling your schedule with ease. Utilizing this feature is one of the many ways we're going to enable your practice to do more and better dentistry.


Refer to the following article to learn how to send Bulk Scheduling Messages through Dental Intelligence:

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