Correspondence Upload

Sending correspondence to your patients keeps them informed about their scheduled appointments and continuing care deadlines. Correspondence helps you reduce the number of missed appointments in your office and keeps your patients informed about their treatment needs.

You can send Appointment reminders and Continuing Care reminders to your patients via letters, postcards, email, or text messages. These correspondences must be set up in the DXWeb toolbar and your eCentral website before they can be sent.

Correspondence Types

Select the correspondence types that you want to send to your patients. You can select one, two, or all options.

·        Email - Send email messages to those patients with an email address set up in the Family File or Patient Setup

·        Text Message - Send text messages to patients with a cell phone listed as an alternate phone number in the Family File

·        Postcard - Print and send postcards to patients with an address set up in the Family File

Enabling any of these options indicates that you agree to the Pricing Terms and Conditions. Click the Pricing Terms and Conditions link to view those terms and conditions.

Select Correspondence

In the Select Correspondence group box, select the correspondence you want to send. By default, ten correspondence templates are available:

·        Appointment Reminder, 30 before appointment

·        Appointment Reminder, 14 days before appointment

·        Appointment Reminder, 1 days before appointment

·        Continuing Care Reminder, 30 days before appointment

·        Continuing Care Reminder, 14 days before appointment

·        Continuing Care Reminder, 1 days before appointment

·        Continuing Care Due, 30 days before due date

·        Continuing Care Due, 14 days before due date

·        Continuing Care Due, 1 days before due date

·        Continuing Care Due, 90 days past due date

To send a correspondence that is not on the list, click New. To change the settings of one of the default correspondences, click Edit. Clicking either of these buttons opens the Edit Correspondence dialog box.

eCentral Appointment Status

In the eCentral Appointment Status group box, select the statuses of appointments you want to upload to the Appointments page of your eCentral account. The statuses of appointments correspond to the statuses that are available in the appointment list in your practice management software.

All appointments in your practice management software’s appointment module are uploaded to eCentral, but the appointments that have the statuses you specify in the eCentral Appointment Status group box will be marked as confirmed appointments in the eCentral Appointments list.

Appointment Status

In the eCentral Appointment Status group box, select the appointment status you want to assign to appointments that are confirmed electronically from the drop-down list.