Denplan

How do I create a new treatment guide?

How do I update an existing a treatment guide?

How can I remove an outdated treatment guide from patient view?

Can I send a treatment guide without pricing or finance options?

Can I customise treatment guides?

Do treatment guides expire?

Why can’t I update my patient’s treatment guide?

How do I integrate with Dentally?

If a patient is interested in finance but doesn’t have a mobile number - or doesn’t have a UK mobile number - here’s what to do

When a Patient Doesn’t Have a UK Mobile Number

Watch our short video tutorial below to find out:

How do I send a treatment guide after a patient enquiry?

Treatment guides

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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