Our Dashboard is thoughtfully designed to help you connect with your patients in the most effective and fastest possible way so they know you’re aware of their requests. We help you improve Practice <> Patients communication via automated patient correspondence, with the ultimate goal to convert new leads into confirmed appointments. We do this through a planned sequence of calls, emails, SMS, and tasks that promote communication between you and your patients.

The 4 campaigns that we have designed for you are the following:

This campaign is designed to send a patient confirmation of their request made through the AI Chat. Your patient will be notified that a member of your staff will get in touch with them to confirm the request.

*These leads will get an “Appointment Request” Contact tag.

This campaign is designed to work hand in hand with a promotion on your AI Chat. Patients who wish to redeem a promotion will be notified about their request being processed and a Staff member will get in touch with them.

*If you do not have any promotion available, this campaign will be inactive.

This campaign helps you filter specific questions patients may have about your practice, our AI Chat flow is designed to allow patients to ask open questions, this will come in as a "Specific Question" request on your DearDoc Dashboard, and the campaigns will continue the communication with the patient about their request being processed and a Staff member will get in touch with them.

* These leads will get a “specific question” contact tag

This campaign helps you to keep track of those visits in your AI Chat that did not choose to request an appointment but have decided to leave their contact information.

*These leads will get a “General AI chat visit” contact tag.

*This campaign does not trigger automated communications.

If you need a special campaign, please contact us at Support through your Dashboard's Live Messenger, which is located in the lower-right corner of your DearDoc Dashboard in a white-and-blue chat icon, to receive immediate assistance from one of our specialists.

Every time a lead enters any of these campaigns, you will get an email notification with their name and requested appointment date or specific question (if it is the case). All of this information will be available in your dashboard as well.

For more advanced edits, please email us at Support@getdeardoc.com, we'll make sure to handle your request in less than 24 hours!

1. Can I edit the wording on the campaigns?

Absolutely! We understand that every practice is unique and may require different wording for their communications. To make edits to the wording on any of our campaigns, please contact us via the Live Messenger on your DearDoc Dashboard, our team is live Mon-Fri 8 AM EST - 8 PM EST.

2. What is the time window for the communications?

Our usual time window for outgoing messages is Monday to Friday, 8 am to 5 pm. However, if you need to modify this time window to better fit your practice's needs, please send us a message through the Live Messenger on your DearDoc Dashboard. We'll do our best to accommodate your requests.
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3. Can I add more communications emails/SMS for the campaign?

Of course! We want to make sure that our campaigns fit your practice's unique needs. If you need to add more communications emails/SMS for any of our campaigns, just let our support team know. We'll work with you to create a plan that meets your specific requirements.

4. Will I be notified of responses?

If you are logged into your Dashboard, you will be able to see all new responses within the "unread" section on your Conversations tab. However, if you want to start receiving email/sms notifications every time a patient responds, please let us know. Our support team will be happy to help you set up this feature.

5. Unsuccessful emails/sms due to invalid email/landline

If you experience issues with unsuccessful emails/SMS due to an invalid email/landline, please ensure that you have the correct contact information (valid email and mobile phone number) for the patient and that they have not been marked as "Do Not Disturb." If you continue to experience issues, please don't hesitate to contact our support team. We'll investigate the issue and help you resolve it.

6. Can I set a specific user out of email/sms campaigns?

Yes, you can. Simply mark the user as "Do Not Disturb," and they will be excluded from any future email/SMS campaigns. If you need help with this process, please reach out to our support team.

7. How can I turn off ALL automated messages going to patients?

If you want to stop any specific messages/campaigns from being sent, please contact our support team. We'll be happy to help you disable any automated messages going to patients.