General Automation
Setup & Manage Automated Queries in Dental4Windows
Listed below are instructions on how to setup automated birthday messages and how to temporarily stop or resume sending queries via Automation. Depending on General Settings and Security settings enabled, editing below may not be possible by all ...
Setup & Manage Automated Recalls in Dental4Windows
Listed below are instructions on booking in a Recalls automation conversion, how to temporarily stop recalls from running and then how to resume again and managing processed batches for multi-location practices. Depending on General Settings and ...
Setup & Manage Automated Appointments in Dental4Windows
Below is how to setup and send various messages using Automation. Setup and Send Automated Patient Check Out SMS The patient will receive an SMS when they are marked as Checked Out in the Appointment Book. Practices can insert their feedback survey ...
Setup & Manage Automation Batches in Dental4Windows
Listed below is create automation batches per location, view completed batches, simulate a batch, manage upcoming batches, delete a batch and managing processed batches. Create Automation Batches Per Location Automation batches can be separated by ...
Why Switch to Automation in Dental4Windows
Listed is what the benefits are of switching to Automation. Why Switch to Automation Automation allows Appointment reminders, Recalls reminders, Queries or promotion communication and Debtors reminders to be sent out automatically on a set schedule ...