Setting up post-op email campaigns for procedures such as extractions, root canals, crowns, implants, fillings, and SRP is simple within the Follow Up page of the Campaigns section. Automating these messages ensures patients receive consistent, timely post-procedure instructions—while dramatically reducing manual administrative work.
Available Pre-Built Campaigns
Practice by Numbers provides several ready-to-use post-op campaigns for common dental procedures, including:
Crowns
Extractions
SRP (Scaling and Root Planing)
Root Canals
Bone Graft
Implant Placement
Composite Fillings
Each campaign automatically sends post-op instruction emails based on the service codes completed for the patient.
Why Automate Your Post-Op Campaigns?
Save Time: Reduce repetitive follow-up tasks for your team.
Maintain Consistency: Ensure every patient receives standardized, accurate instructions.
Enhance Patient Experience: Deliver clear, timely recommendations that improve satisfaction and compliance.
Customizing Post-Op Campaigns
All pre-built campaigns can be personalized to match your practice’s protocols. For example, you can edit temporary crown instructions to align with your clinic’s specific standards. Customization ensures instructions are precise, relevant, and easy for patients to follow.
To customize a campaign:
Duplicate the built-in template to create an editable version.
Modify instructions or add additional guidance as needed.
Test the template to ensure formatting and content display as intended.
How to Set Up a Post-Op Campaign
1. Access Setup
Click “Click to set up.”
Select the campaign you want to configure.
2. Review and Customize
Name the campaign.
Review and select the correct service codes tied to the procedure.
Review and edit the email template.
Duplicate the built-in template if deeper customization is needed.
Test the email to confirm the final version works correctly.
3. Activate the Campaign
After reviewing all settings and edits, click Activate.
Once activated, the system will automatically send post-op instruction emails to patients who complete the associated procedures.
