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Automated Patient Appointment Reminder Calls from Dentrix (Henry Schein) with 1-800 Notify - ONE-TIME SETUP

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Want to try our appointment reminders? Click here: http://www.1800notify.com/signup/

ONE TIME SETUP

In this article we show you how to set up your Dentrix system to be able to make customized patient appointment reminder calls with 1-800 Notify.  This article is the one-time setup required to run your daily export. The daily export is shown in this related article: 

https://1800notify.zendesk.com/entries/47449765

 

Step 1: Log into your Dentrix system.

Step 2: (Do This ONE TIME ONLY) Create a new Dentrix Custom Letters report.

2-1. If you are in the Appointment Book view, Click the Office Manager icon to go into the Office Manager view.  

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From the Office Manager menu, click the Letters menu then click Misc as shown.

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2-2. From the Misc. Letters window, click the NEW button.

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2-3.  In the Patient Report View window, type the following:

Letter Name = 1-800Notify Appt. Report

Merge Data File Name: 1800NOTIFY

Merge Letter Template: 1800NOTIFY

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2-3. Click on the Data Fields tab under the Letter Name.

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2-4. Make sure to check the following data fields within the listed areas of the Data Fields screen as shown below, leave all other fields unchecked.

Patient: Last Name, First Name, MI, Address, City, State, Zip, Home Phone, Work Phone, W.Phone Ext, Birth date, Preferred Name, Salutation, Title, Other ID, Mobile #, Other Phone #

Appointment: Date, Time, Reason, Provider, New Patient Name, New Patient Phone

Provider: Prov1 Name, Prov1 Title, Prov2 Name, Prov2 Title

Billing: Aging 0-30, Aging 30-60, Aging 60-90, Aging 90 ->, Balance, Last Stmt Date

Practice: Name, Address

Make sure all other check boxes are unchecked.

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2.5. Click OK at the bottom right portion of the screen to save your new report for 1-800 Notify.  Now you should see your newly created Letter Report on the list:

dentrix-800-report-listed.png

 

YOU ARE NOW DONE WITH THE ONE-TIME SETUP WORK.

PLEASE SEE THE DENTRIX DAILY ROUTINE ARTICLE SHOWING YOU HOW TO DO THE DAILY EXPORT USING THIS NEW CUSTOM LETTER:

https://1800notify.zendesk.com/entries/47449765

 

 

Martin Trautschold

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