Sending bulk messages

Sending bulk messages

If you need to send bulk messges, for example to cancel a whole day of appointments, you can follow these steps...

1) Make you new document
2) Run a report to get your patient list
3) Send the documents

1) Make your new document
  1. Go to the admin section (the orange filing cabinet on the left)
  2. Click Documents at the top
  3. Click New document


  1. Fill out the form on the right, e.g. Document name: "Cancellation Email"
  2. In the "Document use" tick the required boxes, e.g. you might need a separate document for Email or sms due to text length limitations.
  3. Enter your document text, for example...
"~patient_1_forename~, We're sorry to inform you that we have had to cancel your appointment on ~next_appointment~. We will contact you shortly to arrange a new date and time."
  1. Click "Save document"

2) Run a report to get your patient list
  1. Still in the admin section, click Reports at the top
  2. If you're cancelling appointments, the best report to run is "Appointments at status" in the "Appointments" report list
  3. Choose the date or date-range you want to run the report for
  4. Choose the clinicians, or leave it on all
  5. Leave Scheme as "All Schemes"
  6. In the Status list, click "Booked"
  7. In the reason list, click "All reasons"



  1. Click "Generate Report"
Once you get the report results, click "Create Document"

3) Send the documents



  1. In the mailmerge screen, choose your document (or documents). You can send a combination of documents at the same time and DentalPlus will look at the mailing preferences to each patient.



  1. If you want to check the message, click on one of the patient names and a preview will show on the right.

Once you are happy, click the "Print/Send" button.

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