Sends the email only to patients set as the head-of-household. Guarantors Only checkbox: In the Patient Name section.If you want all of your patients to receive the email, set as few filters as possible.
If they do not qualify for every filter, they will not be included on the list. IMPORTANT: If a patient qualifies for all selected filters, they will be included in the list of patients who receive the email. The main area of this window allows you to set up filters that choose who should receive this message. Next to Letter Template, click Browse and select any of the templates (for example, dtxenvl.doc.) What you pick here is not important because you won’t be completing a mail merge through Dentrix. Click New. Across the top of the Letter or Custom List Setup window, enter a name for this list (for example, “Email List”). In the Office Manager, click Letters & Custom Lists. When you send messages, it will use your primary Microsoft Outlook account and display the account name and return email address to your patients as it is entered there. Note: To do this, you must have your business email account configured through Microsoft Outlook.
Greetings to all my patients full version#
If you have Dentrix and use the full version of Microsoft Outlook for your email service (not the web service), you can send emails using the Dentrix Letters & Custom Lists feature with Microsoft Word and the Outlook Mail Merge Wizard feature. This option may result in an error since it will try to send the message to all email accounts in the database, even if they contain invalid email addresses. Note: Do not use the All Patients button. If you want to send to all patients, click Select Patients and choose a range of From: “a” to To: “z.” Once the list loads, click Select All, then Send Newsletter. Do not include an attachment with the email.įinally, choose who to send the newsletter to. Note that this feature is designed to send basic text only don’t use URLs or special characters here, or you may receive an error message when you try to send it. It will send to the email that is configured in your account settings. Select Send Newsletter to Practice if you want the office to receive a copy of the newsletter. To create send a newsletter through email, from the DXWeb Toolbar, click the Communication Manager button. If you have Dentrix Communication Manager, you can email a newsletter to all of your patients with an email address in the Family File. Schedule delivery and send the message.ĭentrix and Dentrix Communication Manager Select the recipients for the newsletter, then click Next. Type in the body of the message, then click Save and Next. Select Create Custom Newsletter and click Next, then enter the campaign name and email subject. If you see Promotions and Newsletters, select Create Newsletter and follow the prompts. Select the Criteria for your recipients, then click Save and Continue. Type in the body of the message, then click Save and Continue. Then click the + sign and select Add Module (meaning email text). Enter a campaign name and email subject line. If you see Campaign Builder, select Custom, then Blank Template. If you are on an earlier version you will see Promotions and Newsletters. If you are on the latest version of Patient Engage you will see the Campaign Builder. From the Dentrix Hub, select Marketing, then Campaigns. Watch the video to see how it works.įirst, access Patient Engage. If you have Patient Engage, you can send an email through the Dentrix Hub.
Greetings to all my patients how to#
Learn how to use Dentrix to send an email message to everyone who has an email address in the Family File.
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