Take control of your patient communications with ClearConnect’s Self-Serve module. This tool allows your team to manage automated messaging jobs and custom templates for email and SMS reminders, recall notices, new patient greetings, birthday messages and more.
In this Community Class, learn how to create, edit and manage automated messaging templates that keep patients engaged and your office running smoothly.
- Understand the benefits of managing your own communication templates for consistency, flexibility and control.
- Learn how to create and edit SMS and email templates within the self-serve module.
- Inactivate (pause) automated message jobs without losing their content-perfect for holidays or scheduling breaks.
- Incorporate patient details into messages for a more personalized communication experience.
- Link messages to your Online Booking portal so patients can conveniently book their own appointments.
- For offices not using Online Booking, add a “request Appointment” button to recall related messages so patients can notify the office that they would like to be contacted to book their appointment.
- Use advanced filters like Recall Types and Recall Status to send messages to the right patients at the right time.
This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Allison Sarney | Implementation Expert
As an Alberta native, Allison has worked in the dental field since 2000, first as a Preauthorization Coordinator and later as an Office Manager before joining ClearDent in 2017. Her practical dental experience helps her better identify with offices as she trains and provides a unique perspective on how an all-in-one dental management software can benefit practices.
