When we talk about patient correspondence within CareStack, we are referring to the different methods through which a dental practice communicates with its patients. This encompasses the use of emails, calls, and texts to connect with patients, as well as forms and documents to gain information from the patients.
To learn how to track and manage all patient-to-practice communication with the Communication Hub, click here.
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View All Communication of a Patient
Watch this resourceful video for a quick walkthrough.
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- Select the patient using the Global Search Bar.
- Click Inbox from the left-hand side panel.
- You will find the list of information regarding the communication between the patient and the practice.
- You can Filter the list by the following categories.
- Email: Select this filter to view all Emails in the Inbox.
- Text: Select this filter to view all communication between the patient and practice in the form of text messages.
- Calls: Select this filter to view all Calls made to the patient.
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Forms: Click on Form to view the forms assigned to this specific patient.
- You can track different statuses regarding the completion of the forms.
- The statuses vary from Completed, Patient Completed and Pending.
- Here, you can also view the Document Type, Assigned Date, and Assigned by.
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Docs: Select this filter to view all the documents assigned to this specific patient.
- You can also see different statuses on different stages of completion of the forms.
- Here, the statuses can either be Uploaded or Shared.
- Tx Plan: Select this filter to view the treatment plans of the selected patients with different statuses.
- The statuses vary from
- If the treatment is completed by a patient through PMS, the status is Completed via PMS.
- The Tx plan is sent to the patient, and the status will be Sent to Patient.
- The Tx plan is presented to the patient, and the status will be Presented.
- The Tx plan is signed by the patient, and the status will be Signed by the Patient.
- If the Tx plan is rejected by the patient, the status will be Rejected.
- If the Tx plan is rejected, the Date Rejected will be listed on the top right end.
- You can also download the information using the Download button.
- Print the information based on your requirements using the Print button.
Add New Correspondence
You can add new correspondence, such as new emails, texts, and calls, by performing the steps below.
- Click + New Correspondence on the top right.
- Select the Correspondence Type: New Email, New Text, or New Call.
For New Email
- The To address will be auto-populated and cannot be changed.
- Select the From email ID.
- Enter the Subject and Email Content.
- If you have a preferred saved template, Select the Template from the dropdown list.
- To add any attachments, drag and drop the intended files or click Browse Files to upload files to the system.
- Once the email correspondence is set, click Send Email.
| Note: Users can also email patients even if a mailbox has not been configured for a location in the Communication Hub. An alternate email will be used instead. |
For New Text
- Enter the Text Message.
- Select a Template if you have a preferred saved template.
- Click the Send icon.
For New Call
- Enter the following information.
- Direction: Select if the call was Incoming or Outgoing.
- Outcome: Select if the call was Connected or Missed.
- Date: Select the date when the call was made.
- Time: Select the time when the call was made.
- Attended By: Select the user who attended the call.
- Location: Select the location where the call was made.
- Enter the Call Description (Call Summary).
- Click Log Call.
Practices can follow this guide to have an easy understanding of Patient Correspondence.