The Post-Op TouchPoint™ is part of the Engagement module. If you are interested in learning more, CLICK HERE to request a demo!
Dental Intelligence allows you to automatically send post-operative instructions to patients following specific procedures. This helps ensure a smooth recovery process and consistent communication with your patients.
1. Map Post-Op Instructions to Procedure Codes
From the Dental Intelligence dashboard, click the Settings gear icon in the top-right corner
Select the Consents tab, then click on the Post-Op automation section
Click the Post-Op automation button
Click into the Procedure code field and choose the procedure that should be mapped to post-op instructions
From the Consent dropdown, select the post-op instructions document associated with the procedure
Click Add to save the mapping
2. Set Up the Post-Op Instructions TouchPoint
From the left-side menu, click Follow Ups, then choose TouchPoints
In the Appointments category, click the Add TouchPoint button
From the dropdown list, choose Post-Op Instructions
Select how many hours after the appointment the message should be sent
Choose to attach a voicemail to be sent along with your post-op message (*requires Voicemail Drop credits. Check your subscription first before enabling)
Choose the delivery method (text or email)
Click Add (or Save) to finish the TouchPoint configuration
Lastly, be sure to toggle the switch to enable the Post-Op TouchPoint (green means it’s active ✅)
Tip: Review the TouchPoint Timeline to make sure all of your TouchPoints are being sent out in the order/timeframe that works best for your practice.
Optional: Edit Post-Op Message Content
If you'd like to make changes to the message that's included with your post-op instructions, return to Settings and click on the Verbiage tab
Locate the TouchPoints category and expand the Post-Op section
Click the pencil icon to edit the message
Once finished, click Save. Your changes will be automatically applied to all future messages
That’s it! Your post-op instructions are now automated. Patients will receive the right information at the right time, improving follow-up care and patient satisfaction.