Creating email campaigns for your patients based on their insurance carrier can lead to more personalized and relevant communication. It allows your practice to tailor information about accepted insurance plans, coverage options, and benefits terms. By targeting patients based on their insurance, your practice can increase the likelihood of patients scheduling appointments for preventive care. Ultimately, this approach can foster a stronger relationship with your patients, leading to higher patient satisfaction and retention.
The Dental Intelligence bundle makes it easy for you to not only curate lists of patients by insurance carrier, but also provides you with the tools to send email campaigns and scheduling invitations to these patient lists in just a few clicks!
In this article, we'll show you how to:
The workflow outlined below requires access to our Analytics and Engagement modules. If you're interested in learning more about our Dental Intelligence product bundle, CLICK HERE to request a demo!
1. Use Analytics Patient Finder to Filter by Insurance
First, we need to create a filtered list in Analytics so that we can add it to our Engagement library.
In Analytics, navigate to the Patient Finder dashboard in the left side menu
Click Start From Scratch to begin a new list
Click Edit Filters in the upper right corner
Then, click + Add Filter
From the list of available filters, click on Primary Insurance
Now it's time to decide what kind of insurance you'd like to filter by. Would you like to filter all patients with insurance, by a specific carrier, or patients without primary insurance?
Patients with insurance
Patients with insurance
Click the Filter Type dropdown and select Has Any Value
Then, click Save
Click Done to view your list of patients with primary insurance. Next, click Save to add the list to your Saved Searches
Add a Filter Name, then click Save
Patients covered by a specific insurance
Patients covered by a specific insurance
Click the Filter Type dropdown and select Contains
Enter the name of the insurance carrier that you would like to filter by
Then, click Save
Click Done to view your list. Next, click Save to add the list to your Saved Searches
Add a Filter Name, then click Save
Patients without primary insurance
Patients without primary insurance
Click the Filter Type dropdown and select Is unknown
Then, click Save
Click Done to view your list. Next, click Save to add the list to your Saved Searches
Add a Filter Name, then click Save
2. Access the Analytics List in Your Engagement Filters Library
Now, let's access the Engagement Patients dashboard and use this filter set to communicate with these patients in just a few clicks!
If you haven't already, switch to Engagement by clicking on the product switcher in the upper right corner of Analytics
Once in Engagement, click on the Patients dashboard
Next, click on the Filters Library
Then, click on the Analytics tab. Click on the Saved Searches section and locate the filter you previously saved in Analytics
Click on the filter to apply it in Engagement, then use Bulk Actions to create an email campaign, send scheduling invitations, and more!
3. Use Bulk Actions to Send an Email Campaign
Click on the checkbox next to Bulk Actions to select all of the patients in your list, then click Send an email campaign.
Engagement has set limits for emails that are sent in bulk. Emails in Engagement are limited to 15,000 per hour for Bulk Messaging.
Learn more about sending emails in Engagement:
If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.
Or, Use Bulk Actions to Send Scheduling Invitations
Click on the checkbox next to Bulk Actions to select all of the patients in your list, then click Invite to schedule.
Online scheduling saves time and increases efficiency for both your practice and its patients. By allowing patients to schedule appointments online, your practice can:
Reduce phone calls
Save time on administrative tasks
Focus on patient care and other tasks
Improve patient satisfaction by providing more flexibility and convenience
Learn more about Engagement Online Scheduling in Engagement: