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How to Use Outbound Calling in the Analytics Patient Card

Learn how to use the Outbound Call feature in the Analytics Patient Card

Written by Erika Gardner
Updated over a week ago

Each Dental Intelligence module has its own Patient Card. Patient card features and functionality differ between modules.

This article covers the Analytics Patient Card, which is part of the Analytics Module and is only accessible from the Analytics-Only portal.

Our outbound call feature in the Analytics patient card is designed to simplify communication between dental practitioners and their patients. This feature enables you to initiate calls for various purposes, including appointment reminders, treatment updates, and post-treatment follow up tasks, all from within Analytics.

โš ๏ธ Important Note: Compatibility Requirement

To utilize the outbound call feature, it's important to note that you'll need to have a compatible application already downloaded onto your computer. This application should have the capability to initiate calls. This ensures a seamless experience when initiating outbound calls with the help of our software.

Integrating Phone or Email Services

When you click on the phone or mail icon within the Analytics patient card, the application leverages the phone and email services that are already available on the workstation you are using. This means that you can use the phone and email applications you are familiar with.

Windows Workstations

If you are using a Windows workstation and have a phone system set up, clicking the phone icon within the Analytics patient card will open that phone service if the phone service you are using has a downloadable app available. This allows you to initiate calls seamlessly using your established phone system.

Mac Workstations

On a Mac workstation, clicking the phone icon in the Analytics patient card will open FaceTime. Similarly, clicking the mail icon will launch Apple Mail. These integrations ensure that you can easily initiate calls or open your email application using the patient card.

The Benefits

Our outbound call feature offers several benefits that can enhance your practice's operations and patient care:

  1. Efficiency: Streamlining outbound calls with other software reduces the need to switch between applications, saving you time and simplifying your workflow.

  2. Enhanced Patient Connection: Personalized calls and timely follow-ups foster stronger patient relationships and improve patient satisfaction.

  3. Reduced No-Shows: Utilize the outbound call feature to send appointment reminders and minimize the occurrence of no-show appointments.

  4. Data-Driven Insights: Gain insights into patient communication patterns and interactions through our software's analytics capabilities.

Whether you're using Windows or a Mac workstation, this feature is designed to simplify your workflow and improve patient care. If you have any further questions or need assistance, our support team is here to help you every step of the way.

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