Setting up patients

Communicating with your patients is important, but it can also be expensive and time-consuming. The Web-enabled Correspondence Center simplifies that process and saves you time and money. The Correspondence Center helps you automate your e-mail appointment reminders and newsletters. You can also export patient information from Easy Dental and upload it directly into the Correspondence Center.

Before you can use eCentral to send notices and reminders to your patients, you must set up your patients in the Patients module and the DXWeb toolbar.

Note: In order for patients to have their information posted to a website, they must sign a web consent form.

To set up patients for eCentral

1.   Select a patient.

2.   In the EasyWeb toolbar, click Settings, and then click Patient Setup.

The Patient Settings dialog box appears.

3.   In the Web Consent Date field, type the appropriate date.

A consent form is copied to the server in the letter template path specified in the Preferences dialog box.

a.   To find this letter, from the Reports toolbar, click Maintenance, and then click Preferences.

b.   Click the Paths tab, and note the letter template path.

c.   In Microsoft Word, open webcsnt.doc.

Note: You can add the template as a Quick Letters template.

4.   Under E-mail Addresses, select one of the following:

·        Primary E-mail Address - If you entered an e-mail address for the patient in the Patients module, the address is entered for you.

·        Secondary E-mail Address - Enter a secondary e-mail address if the patient wants correspondence delivered to an e-mail address other than the primary.

5.   Under Preferences, select the ways in which the patient wants to receive correspondence.

·        Send Account Update E-mail - Notifies the patients through e-mail that information has been posted to the doctor’s website. The e-mail also contains a link to the office website. It includes the patient's user name and password.

·        E-mail Correspondence - Sends correspondence (newsletters, reminder cards, and so on) to the patient’s e-mail address.

·        Text Message Correspondence - Sends appointment reminders to the patient’s cell phone via text message.

·        Appointment Information - Sends appointment information and electronic reminders, Continuing Care reminders, or any communications to the office website for the selected patient.

·        Treatment Plans - Sends an electronic copy of the patient’s treatment plan to the office website.

·        Account Information - Sends an electronic copy of the family’s account information to the office website for the selected patient.

·        Info to Referred Dr. - Sends referral information to the office’s secure web page for the referred to doctor if the patient falls within the parameters in Setting up referral upload. If you do not select this option, the patient will be skipped during the referral upload.

6.   If you select a patient, a user ID is entered automatically.

You may change the User ID if you want; however, it must be unique.

·        Password - If you select a patient, a password is entered automatically. You may change the password if you want.

·        Use Guarantor’s User ID and Password - Select this option if you want to use the same user name and password entered for the guarantor for this family member.

·        Reset Password - Click to reassign a password to any patient.

7.   To save your changes, click OK.