Suggestions for general email usage through Open Dental?
Posted: Fri Feb 01, 2019 12:25 pm
I finally set up an email address specifically to be used by the team within Open Dental. My initial goal was to be able to easily send referrals to specialists via OD, and perhaps some post-op instructions for various procedures. I was just curious how most people are using this feature. I am hoping we can create a general dialog with recommendations for general usage to improve (and EASE) patient and team communication and experiences.
-Is there a way within Open Dental to setup an AUTO-REPLY so that patients and specialists are aware that it's not exactly a primary/monitored email address? Currently each staff member has their own separate email address outside of Open Dental's software that we use in various manners. I guess I'd be willing to change the way we currently use our emails and get them all into OD, but without IMAP, I worry this could create quite a mess so am open to any suggestions.
-Any pointers and/or recommended from those who have replaced a service such as Lighthouse360?
-Anyone willing to provide some examples of general templates I should consider creating, and specific events for which automated or frequent emails are used? (for example, I did note some options from the OD Templates page such as:
I've searched the forum the best I could and couldn't really find much discussion regarding email usage, so if I missed something, please show me the way.
-Is there a way within Open Dental to setup an AUTO-REPLY so that patients and specialists are aware that it's not exactly a primary/monitored email address? Currently each staff member has their own separate email address outside of Open Dental's software that we use in various manners. I guess I'd be willing to change the way we currently use our emails and get them all into OD, but without IMAP, I worry this could create quite a mess so am open to any suggestions.
-Any pointers and/or recommended from those who have replaced a service such as Lighthouse360?
-Anyone willing to provide some examples of general templates I should consider creating, and specific events for which automated or frequent emails are used? (for example, I did note some options from the OD Templates page such as:
- Cancellation Confirmation
Current Account Balance
Event Info
Follow-Up - Extraction
Follow-Up - First Visit
Insurance Detail Verification
Promotion - Exam
Promotion - Whitening Offer
Prospective Patient
Referral - General
Referral - Oral Surgery
Referral - Ortho
ETC
I've searched the forum the best I could and couldn't really find much discussion regarding email usage, so if I missed something, please show me the way.