Creating a New Patient Welcome Text
While most practices choose to use YAPI's pre-loaded New Patient Welcome Email to automatically send new patient paperwork to their patients, you can choose to set up a New Patient Welcome Text instead that goes out a 10am the day after you add the patient to your Dentrix, Open Dental, or Eaglesoft. Follow the steps below to create a New Patient Welcome Text template and set it up to send to new patients automatically.
Important! The New Patient Welcome Text option is not supported for practices outside the United States.
Table of Contents
- Step 1: Locating the Links to Your New Patient Packages
- Step 2: Creating a New Patient Welcome Text
- Step 3: Setting Up Your Text to Send to New Patients
- Related Articles
Step 1: Locating the Links to Your New Patient Packages
The links for your new patient paperwork packages were sent to you in an email after installation:
If you don't have access to that email, you can locate the links for your packages in YAPI using the steps in Finding the Web Link for Online Forms & Packages.
Step 2: Creating a New Patient Welcome Text
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From the YAPI Dashboard, click Setup & Manage and select Manage Documents and Templates.
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When prompted, enter your YAPI password and click Ok.
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In the Manage Documents and Templates window, navigate to the Mobile Templates tab and click New.
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Type in the message you want to use for your new patient welcome text:
Tip: Not sure what to write? Here's what we recommend: "Welcome to [Your Practice Name Here]! Click to complete your new patient paperwork before your first dental visit. Adults: [Paperwork Package Link] Children: [Paperwork Package Link]"
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Within the text, paste the links for your new patient paperwork packages that you located in Step 1: Locating the Links to Your New Patient Packages above.
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Click Save.
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When prompted, entered the name of your new template (we recommend "New Patient Welcome Text") and click Ok.
Then, close the Manage Documents and Templates window.
Tip: If you want to personalize your New Patient Welcome Text even further, check out Personalizing Automated Text Templates with Merge Tags.
Step 3: Setting Up Your Text to Send to New Patients
Once you have your New Patient Welcome Text template created, you need to add it to YAPI's New Patient Welcome automation:
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From the YAPI Dashboard, click Setup & Manage and select Global Setup.
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When prompted, enter your YAPI password and click Ok.
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In the window that pops up, navigate to the Automation tab.
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Select the Mobile Text checkbox.
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Click the double arrow >> button next to Template and in the Templates window that pops up, select the New Patient Welcome text template you created. Then click Select.
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Optional: If the Email checkbox is selected and there is an email template in the box below it, this means your patients will also receive a New Patient Welcome Email. If you don't want patients to receive both an email and a text, deselect the Email checkbox.
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Click Save. If you see a message prompting you to restart workstations, ignore this. You don't need to restart workstations for your changes to save.
Related Articles
- Introduction to Automated New Patient Welcome Messages
- Finding the Web Link for Online Forms & Packages
- Personalizing Automated Text Templates with Merge Tags