Confirmation List

The Confirmation List is a way to manually manage reminders and confirmations of scheduled Appointments. Track communication with patients, send batch emails, postcards, and text messages. To customize confirmation message text and appointment status options, Confirmation List Setup.

Note: Use eReminders and eConfirmations to automate the process for sending reminders and confirmations about scheduled appointments. These eServices send automated text or email messages to remind patients about upcoming appointments. With eConfirmations, patients can also electronically confirm the appointment, which changes their appointment confirmation status automatically. Additional setup is required.

In the Appointments module, click the Appointment Lists icon, then Confirmations.

All patients who meet the view filter criteria will list. You can browse to other windows while the Confirmation List is open.

View: Change the filter criteria. Select view options, then click Refresh to update results.

Confirmation List Grid:

Column definitions:

Manage Confirmations by Phone

Here are a few tips if you are calling patients to confirm upcoming appointments.

Send Text Message Confirmations

Guidelines:

To send text message confirmations:

  1. Select the patients to text, or select no patients to let Open Dental auto-select patients.
  2. Click Text.If you selected no patients, Open Dental will auto-select patients who have Text as their Contact method, as long as the current status doesn't match the Status for text messaged confirmation set in Confirmation List Setup (e.g. Texted).
  3. A confirmation message will show. Click Yes to send a text message to selected patients.

The status for each appointment will change to the status for text messaged confirmation set in Confirmation List Setup and a commlog will be generated for each text message sent:
"Text message sent: [message}]"

Email Confirmations

Guidelines:

To send email confirmations:

  1. Email From: In the upper right select the from email. The default is Practice/Clinic.
    • If a single practice, Practice/Clinic refers to the default email set in General Email Settings.
    • If using clinics, Practice/Clinic refers to the email address of the patient's clinic (Clinic List). If there is no clinic email, the practice default is used.
  2. Select the patients to email, or select no patients to let Open Dental auto-select patients.
  3. Click E-Mail. If you selected no patients, Open Dental will auto-select all patients who have email as their Contact method.
  4. A confirmation message will appear. Click OK to create and send email confirmations for all selected patients.

The status for each appointment will change to the status for emailed confirmation set in Confirmation List Setup.

Print Postcards

Define postcard layout in Recall List Setup (number of card per sheet, offsets). Customize message text in Confirmation List Setup.

  1. Select specific patient appointments then click Postcard Preview OR click Postcard Preview without selecting patient appointments. Every patient with Mail or HmPhone as their Contact method will be selected and a preview of each postcard will generate.
  2. Click Print to send the postcards to the Default Printer for postcards. A commlog is automatically generated for each patient with a note of:
    "Confirmation postcard printed for [Name and Address]"

For postcards, we have found FormSource to have good service and reliability. See their Open Dental Health Care Form Price List.

Print Labels

Address Labels can be printed on a standard sheet of 30.

  1. Select patients then click Label Preview to generate for selected patients only, or click Label Preview without selecting patients to select all patients.
  2. Click Print to print to the default printer for Labels - Sheet.

Confirmation Reports

You can create a customized confirmation report and send the data to a simple text file. From there, you can merge it with any Word template to print your own customized postcards, letters, etc.

  1. Click Run Report.
  2. Highlight the fields to include in the report, then click OK.
  3. On the Query Window, click Export and save the file to another location.