Customizing electronic statement communications

You can customize the content of an electronic statement (e-statement) communication (an email message and a text message that you can send to patients).

Notes:

• E-statement communications for are location-specific (each location of your organization has its own e-statement communication settings).

• If a patient is his or her own primary guarantor, and his or her status is New or Active, he or she receives e-statement communications. If a patient is not his or her own primary guarantor, the specified guarantor for that patient receives e-statement communications. Also, if a new or an active patient has a non-patient primary guarantor, that guarantor receives e-statement communications.

To customize an electronic statement communication

1. If you are not already viewing the correct location, select it on the Location menu.

2. On the Settings menu, under Patient Care, click (or tap) Patient Communications.

   The Patient Communications page opens.

3. On the eStatement tab, samples of the email message and text message for the communication appear. To customize the messages, click (or tap) Edit.

   

   The wizard for editing the e-statement communication appears.

4. Set up the e-statement communication options on the following tabs as needed:

   • Preferred Sending Method

     Preferred Sending Method tab

     

     1. Select the format that you prefer to use for the message:

        • Email - Send this message by email. If a patient receiving the message does not have an email address, Dentrix Ascend will attempt to send the patient a text message.

        • Text - Send this message by text. If a patient receiving the message does not have a valid mobile phone number, Dentrix Ascend will attempt to send the patient an email message.

        Important: In accordance with the Telephone Consumer Protection Act (TCPA), to ensure that you send automated text messages to patients only between the hours of 8:00 AM and 9:00 PM, local time zone, any notifications that are initiated between 9:00 PM and 8:00 AM will be delivered at 8:00 AM.

     2. Click (or tap) Next to proceed to the next tab of the wizard, or click (or tap) any tab.

   • Email Message

     Email Message tab

     

     1. Customize the email message as needed:

        • Subject - Type the subject of the email message as you want it to appear for patients.

        • Automated message - You cannot change the content, layout, or formatting of the default message. The correct patient names will be inserted accordingly into the message.

        • Custom message - Type and format any custom text that you want to include in the message.

     2. Click (or tap) Next to proceed to the next tab of the wizard, or click (or tap) any tab.

   • Text Message

     Text Message tab

     

     1. Customize the text message as needed:

        • Automated message - You cannot change the content, layout, or formatting of the default message. The correct patient names and links to e-statements will be inserted accordingly into the message.

        • Custom message - Type any custom text that you want to include in the message.

        Note: Due to technological limitations with text messaging, a text message that exceeds 160 characters will be sent as multiple messages.

     2. Click (or tap) Next to proceed to the next tab of the wizard, or click (or tap) any tab.

   • Practice Info

     Practice Info tab

     

     The logo, name, address, and phone number of the selected location as they will be displayed on an email message appear. The name and phone number of the selected location as they will be displayed on a text message appear.

5. On the Practice Info tab, click (or tap) Done to save the settings on all the tabs of the wizard.