Post Op Email Campaigns

Created by Emily McClendon, Modified on Mon, 22 Jul at 11:29 AM by Alyssa Elso

Post-Op Instructions Email Setup for Dental Procedures


Setting up post-op email campaigns for procedures like extractions, root canals, crowns, implants, fillings, and SRP can be done easily on the Follow Up page of the Campaigns section. We offer several pre-built campaigns for different procedures, including:

  • Crowns
  • Extractions
  • SRP (Scaling and Root Planing)
  • Root Canals
  • Bone Graft
  • Implant Placement
  • Composite Fillings


Once activated, these campaigns automatically send post-op instruction emails to patients who have completed a procedure, based on the corresponding procedure code.

How to Set Up a Campaign


1. Access Setup:

  • Click on 'Click to set up'.
  • Select the campaign you want to set up by clicking on its name.


2. Review and Customize:

  • Set the name of the campaign.
  • Review and select the appropriate service codes.
  • Review and edit the email template as needed.
  • Test the email template to ensure it works correctly.



3. Activate the Campaign:

  • After reviewing and making any necessary changes, activate the campaign.
  • Once activated, the campaign will start sending post-op instruction emails to patients who have undergone the relevant procedures.






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