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How To Use Dentally In DenGro
In this video you will be shown how to use Dentally inside of DenGro with our two way integration. This will allow information to flow both ways making for a more streamlined workflow. Booking appointments, creating a new patient record and rescheduling or cancellation just became a breeze and saving the need for duplication across both platforms.
“This video will show you all of the features of how DenGro integrates with Dentally. This integration will allow you to create and link patient records and appointments removing the need for duplication across both systems. This is a two way integration which means that changes made about the patient’s details or their appointment in either software will be reflected across both. Keep watching to see how this works:
The Dentally prompts appear once a lead is at the ‘Consultation Booked’ stage. Whilst they remain at ‘New’ prompts will not appear to avoid clogging up Dentally with leads who aren’t yet ready to book a consultation. With this example Tina is wanting to book a consultation to discuss Six Month Smiles. The prompt will ask if Tina already exists in Dentally. If she does have an existing patient record, you will then be shown any matching results from Dentally for you to then select the matching person. Please ensure all personal details are correct as not every name is unique. If she doesn’t have an existing patient record, you can create one by completing all the relevant details Dentally needs. If you don’t have all the details required by Dentally then this will not be possible and you will need to recontact the lead to get this information. If you are unsure it will have a search of Dentally and present you with any matching options. You can skip the Dentally prompts all together via the ‘Skip’ button. Next it will ask if there is an appointment already made for this lead in Dentally. If the lead does have an appointment booked in Dentally then you can select the practitioner they will be seeing and the date of the appointment. Dentally will then show you the matching appointment for you then to link together. If the lead doesn’t have an appointment booked in Dentally you can create one by selecting the practitioner , the duration of the appointment, the reason and the date range you want to book them in. All available appointments will be shown for you to then select. You can confirm any final details and automated messages to be sent to the lead. Then press done. Once the lead and appointment is linked across both Dentally and DenGro it will mean that any cancellations, rescheduling will be reflected across both systems. These updates in Dentally will be reflected on the lead profile page. To link an existing patient in Dentally to a lead task from DenGro select the lead and click view lead. Once here select the 3 dots at the top right of the lead page, and click ‘link to Dentally patient’. You will be shown a list of any matching potential patients that have been found in Dentally based upon the details on the lead in DenGro. Names won’t always be unique so make sure you double check it is the correct patient with their date of birth and or contact information. Click save and that lead has now been linked with the existing patient within Dentally.”