How-To

• Creating an Email Template in the Dashboard
• Sending a Mail Blast to Your Patients
• Practice Online Portal - Sending a Mass Text
• Introduction to Smart Fill
• Using Smart Fill to Offer Open Appointment Times to Your Patients
• Sending an Email Blast Using an Interest List
• Creating Interest Lists for Targeted Email Blasts
• Creating a New Patient Welcome Text
• Editing an Existing Text Template
• Editing an Existing Email Template
• Personalizing Email Templates with Merge Tags
• Personalizing Automated Text Templates with Merge Tags
• Creating a Custom Text Template
• Send a Holiday Hours Email to Patients Using POP
• Viewing After-Hours Text Messages
• Adding Emojis to Text Messages
• Viewing the Text Message Log for All Patients
• Creating and Using a Custom Email Template in POP
• Viewing a Patient's Email Log
• Viewing a Patient's Text Message Log
• Renaming & Creating Copies of Email Templates
• Merge Tags for Automated Text Messages
• Merge Tags for Email Templates
• Creating an Email Opt-Out List of Inactive PracticeWorks Patients
• Example Canned Messages
• Texting & Emailing Your Patients
• Creating & Sending Canned Text Messages
• Enabling Automated Birthday Emails
• Setting Patient Communications Options & Managing Your Opt-Out Lists
• Sending Emails to Patients Manually