Customizing electronic statement communications

You can customize the content of an electronic statement (e-statement) communication (an email message and a text message that you can send to patients).

Notes:

• Patient communications are location-specific (each location of your organization has its own communication settings).

• A patient (assuming he or she is his or her own primary contact) receives patient communications only if the patient's status is New or Active. Also, if a new or an active patient has a non-patient primary contact, the primary contact receives patient communications.

To customize an electronic statement communication

1. On the eStatement tab of a location's Patient Communications page, samples of the email message and text message for the communication appear. To customize the messages, click (or tap) Edit.

   

   The wizard for editing the e-statement communication appears.

2. Set up the e-statement communication options on the following tabs as needed:

   • Preferred Sending Method

     Preferred Sending Method tab

     

     1. Select the format that you prefer to use for the message:

        • Email - Send this message by email. If a patient receiving the message does not have an email address, Dentrix Ascend will attempt to send the patient a text message.

        • Text - Send this message by text. If a patient receiving the message does not have a valid mobile phone number, Dentrix Ascend will attempt to send the patient an email message.

     2. Click (or tap) Next to proceed to the next tab of the wizard, or click (or tap) any tab.

   • Email Message

     Email Message tab

     

     1. Customize the email message as needed:

        • Subject - Type the subject of the email message as you want it to appear for patients.

        • Automated message - You cannot change the content, layout, or formatting of the default message. The correct patient names will be inserted accordingly into the message.

        • Custom message - Type and format any custom text that you want to include in the message.

     2. Click (or tap) Next to proceed to the next tab of the wizard, or click (or tap) any tab.

   • Text Message

     Text Message tab

     

     1. Customize the text message as needed:

        • Automated message - You cannot change the content, layout, or formatting of the default message. The correct patient names and links to e-statements will be inserted accordingly into the message.

        • Custom message - Type any custom text that you want to include in the message.

     2. Click (or tap) Next to proceed to the next tab of the wizard, or click (or tap) any tab.

   • Practice Info

     Practice Info tab

     

     The logo, name, address, and phone number of the selected location as they will be displayed on an email message appear. The name and phone number of the selected location as they will be displayed on a text message appear.

3. On the Practice Info tab, click (or tap) Done to save the settings on all the tabs of the wizard.