To ensure patients are set up to receive emails and texts, you need to check specific settings in their chart within your PMS. Here’s how to do it for Open Dental, Dentrix, and Eaglesoft.
Open Dental
Exclude eConfirms/eReminders Box
Opted In: If "Text/Email" is not selected in the drop-down.
Opted Out: If "Text/Email" is selected in the drop-down.
Text OK Box
Note: PBN does not read the information entered in this box.
Dentrix
Privacy Requests Box
Opted In: If the box is not selected.
Opted Out: If the box is selected.
Eaglesoft
Receives e-mail correspondence and Receives text messages Box
Opted In: If the box is selected.
Opted Out: If the box is not selected.
