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SMS Campaigns: How to Upload Your Patient List

Updated over 8 months ago

By uploading your patient database, our HIPAA-compliant marketing software "Dently AI", can send SMS campaigns to reactivate inactive patients.

To start your SMS campaigns with Dently.AI, follow these simple steps:

  1. Log in to Your Practice Management System (or Other CRM):

    • Filter patients who haven’t visited in the past month or those inactive for 12+ months.

    • Alternatively, you can select your entire patient list if you want to send a general campaign.

  2. Prepare the Information:

    • Include first name, last name, email, and phone number.

    • Phone number and first name are mandatory fields.

  3. Export Your Patient List:

    • Most practice management systems offer an easy export option. If you encounter any issues, contact their support team for help.

  4. Upload to Form:

    • Upload the list with your practice name, click submit, and we’ll process it.

NOTE: If you have any patients who you would rather not contact - please remove them BEFORE you send us the file.

Once uploaded, your SMS campaign will be ready to launch.

Upload through this form link.

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