Templates are part of the Engagement Module. If you're interested in learning more, CLICK HERE to request a demo!

Dental Intelligence Templates allow you to create quick load messages and social media posts to send to patients or share online.

Direct Message Templates

You can add or make the following changes to direct message templates:

Customize body text
Add placeholders

Note: You cannot add images to direct message templates. If you would like to include images in your message, create an email template. Learn more here.

Preview and Edit Direct Message Templates

Access Settings by clicking on the gear icon in the upper right hand corner
Go to the Templates tab, then click on Direct messages
Click on the dropdown arrows to expand existing template categories, then click on the eye icon to preview the message
In the preview window that opens, click Copy to custom if you would like to make any edits to the template
In the Custom section of the library, click on the three-dot menu and click Edit to make changes
Make changes to the template category, internal name (not shown to the patient), written content, and placeholders
Add placeholders by clicking on the Insert placeholders dropdown menu, then click on the placeholder to add it to the template body
Click Save when your edits are complete

Create a New Direct Message Template

To create a direct message template from scratch follow these steps:

Above the Custom list in the Templates tab, select Create New
Select Category to determine which category the message will be stored in.
Here you can add placeholders by selecting the Insert placeholders dropdown menu
Click Create
Once you have created this template, it will appear in your Custom column. You can Edit or Archive these by clicking on the three-dot menu

How to Send Direct Message Templates to Patients in Dental Intelligence

Templates in Dental Intelligence provide you with customizable quick load messages to deliver to patients as emails or direct messages. These will autofill with patient information and allow you to relay important information without the hassle of copying and pasting.

Dental Intelligence has set limits for messages that are sent in bulk:

Direct Messages (text and email): 250 per hour with additional 250-count segments sent until list completion
Email Campaigns: 15,000 per campaign
All other bulk action options (including Online Review Requests, App Invites, Prepare Forms/Consents, Voicemail Drops, Next Visit Reminders, Check-In Requests, Invites to Schedule): 250 per hour; selections of over 250 patients cannot be sent

Why are direct messages limited to 250 messages/hour? Bulk direct messages should only be used to send important office updates to impacted patients. Sending mass text messages runs the risk of the number being flagged as marketing/spam by carriers and not being able to communicate with patients via text.

If your filtered list exceeds 250 patients, all additional patients remaining on the list will be sent out in 250-count segments every hour until completion (Note: queued message segments will not be sent during default quiet hours).

As a general rule of best practices, marketing should always be done via email. Click here to learn how to send Email Campaigns.

Send Templates in Bulk from the Patient Finder List

Click on the Patients dropdown in the left side menu, then choose Patient Finder
Access list and select Check Boxes for all or some patients
Click the Bulk Actions drop down list
Select either Send Direct Message (SMS or Mobile App chat) or Send an Email Campaign
For Direct Messages, click the Load a Quick Message button
Choose your Template
Select Preferred Delivery Method (Email or Text)
Press Send

Send Templates Individually from the Patient Finder List

Click on the Patients dropdown in the left side menu, then choose Patient Finder
Click into the 3-dot menu next to the patient initials
Select Communication
Select either Send Direct Message (SMS or Mobile App chat) or Send an Email Campaign
For Direct Messages, click the Load Quick Message button
Select Template
Select Preferred Delivery Method (Email or Text)
Press Send

Send Templates Individually from Patient Chat

Click on the Patients dropdown in the left side menu, then choose Patient Chat
Click on the patient message to open the chat window
Click on the + Quick Message button and then select a template
Add any desired placeholders, images, or emojis
Choose to send the message via text or email, then click Send

Send Templates Individually from the Personal Assistant

Click on Personal Assistant in the left side menu
Next to a patient's name, click on the 3-dot menu, then click Communication and choose Send a direct message to start your new message

Learn how to track manually sent messages in the Communication Log.

Social Media Post Templates

Social media is a great way to stay in touch with current patients and establish connections with new patients. When used properly, social media templates in Dental Intelligence can give patients great insight about the practice and your staff.