On this page, you can select exactly how you want to be notified of your new patient leads that come in from a variety of different dental marketing sources, including your dental website, find-a-dentist listings, dental directory marketing, and more.
Each of your locations has a variety of contact addresses (email, fax, SMS/text, voice) for delivery of your new dental patient lead notifications.
In addition, for each of your locations, there is a table of checkboxes that allow you to customize how you want to be notified of incoming leads from different sources, such as a telephone call, or from a form on your dental practice web portal.
The “Notifications” area of the “Appointment Management” section is a very important part of the Control Panel. Here, you select exactly how you’ll be notified of new patient leads – and you must set this up for your lead tracking to work properly!
At the top of the page, you’ll see a list of all your locations. You can edit the contact information for each location by clicking the pencil icon. You can enter an email address, a fax number, a cell phone number for SMS text messages, and a telephone number for voice messages. This information will probably be different for each of your practice locations.
Click on any location, and the “Notification” options for that location will be displayed on the bottom half of the page. You’ll see a list of all the various types of leads that your IDA web portal can generate – things like Appointment Requests, Emails to the Doctor, or Newsletter Signups. For each type of lead, you choose how you’d like to be notified. Check the boxes to indicate if you’d like to get an automatic email, fax, text message or voicemail.
To offer you the most flexibility with your notifications, the contact information you enter here will not be overwritten if you change your contact information elsewhere in the Control Panel. And remember, even if you add your personal email or cell phone number to the Notifications list, patients never see the contact information you enter here in the “Notifications” area.
