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Post Op Email Campaigns
Emily McClendon avatar
Written by Emily McClendon
Updated over a month ago

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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