Introduction to Texting in YAPI

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Dentrix Users | Open Dental Users | Eaglesoft Users

Appointment Reminders

YAPI's automated appointment reminder system is able to use texts and emails together to help patients keep their appointments.  For texts, YAPI can send an automated Save the Date to patients when they make an appointment (just like an appointment card), a reminder the day of the appointment, a pre-med reminder for patients who need to premedicate prior to their appointment, and two additional text reminders at intervals you choose.  Patients can also confirm their appointment in Dentrix, Open Dental, or Eaglesoft right from their reminder by texting back C, OK, K, Yes, Y, Thank, Thanks, Confirm, Confirmed, or Si.  To learn more, see our article Introduction to Appointment Reminders.

Recall Reminders

Instead of having to remind patients individually when they're due for a cleaning, YAPI can manage that for you.  The Recall Manager uses both texts and emails to remind patients that they're coming due or are past due for a hygiene appointment; you select the intervals for when reminders send and YAPI takes care of the rest.  To learn more about YAPI's automated recall reminders, see our article Introduction to the Recall Manager.

InstaReview

Your online reputation can truly make your business thrive and the most effective way to increase patient reviews is to ask!  YAPI's automated review request feature automatically sends patients a text after their visit, asking them to review your practice so you can improve your stats on Google, Facebook, Yelp, and/or Healthgrades and help potential new patients see how great you are.  And if you prefer not to automate InstaReview, you can always use the feature manually, choosing exactly who gets a request.  For more information about the InstaReview feature, see our Introduction to InstaReview.

New Patient Welcome Messages with New Patient Paperwork

When you add a new patient to Dentrix, Open Dental or Eaglesoft, YAPI can automatically send them a text welcoming them to your practice that includes links to their online paperwork.  While most practices choose to set up an automated email as their New Patient Welcome, YAPI has the ability to send patients their New Patient Welcome by text instead.   For more information, see our article Introduction to Automated New Patient Welcome Messages.

Mass Texts by Appointment Date

In YAPI's Practice Online Portal (POP), you can send texts to multiple patients based on their appointment date, updating patients all at once about sudden office closures, parking changes, or any other notification you need to send last minute.

Smart Fill

Also in POP, YAPI's Smart Fill feature helps you fill open appointment slots by targeting the patients who want and need them most.  Pulling your ASAP and Recall Past Due lists from Dentrix, Open Dental, or Eaglesoft, Smart Fill lets you filter your results so you can find patients who best fit your open appointment and offer them the spot quickly.

Texting Patients

If you just need to send a message to a single patient, the easiest way is through YAPI's Patient Finder. The Patient Finder allows you to search a patient by last name, email address, date of birth, age and gender, or appointment date and click to send a text without having to look up their mobile number in Dentrix, Open Dental, or Eaglesoft:

In addition, you can text patients from two other parts of YAPI:

• By clicking their mobile phone number in Today's Schedule:

  

• By clicking their mobile phone number in your Recall Past Due report:

  

To learn more about texting patients, see Sending Individual Texts from the Dashboard.

Texting Non-Patients 

If you need to text someone who's not a patient (like another provider, an insurance company, or your IT professional), we've got you covered!  You can text non-patients through YAPI's Communication Tower and even save non-patient contacts so you don't have to look up their information each time:

To learn more about texting through the Communication Tower, see Sending Individual Texts from the Dashboard and to find out how to set up Contacts, check out Adding Contacts to YAPI.

Sending Payment Requests with YAPI Pay

YAPI Pay empowers your practice to manage patient payment transactions securely & efficiently without the hassle of paper bills and receipts.  With YAPI Pay, you can send payment requests by text so patients can easily pay with a credit card online. To learn more, check out our article Introduction to YAPI Pay.