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DenGro and Dentally can talk to each other?
Yes! You can connect your DenGro account to your Dentally account and link/connect leads to patients for easier and simpler management of your appointment diary and your lead conversion.
What does the integration do?
When you integrate DenGro and Dentally, you can link lead profiles to patient profiles, create new patient profiles in Dentally from your DenGro task list and sync up appointments in Dentally and DenGro, meaning that any changes in one tool will automatically update in the other.
How do I enable the integration?
To connect your DenGro account to your Dentally account, you'll need either Manager or Integrator access to DenGro.
1. Go to Practice Settings (the cog symbol at the top right of the screen) and select Practice Integrations
2. When the page refreshes, scroll down to the Dentally pod and click to open more information.
3. Next, click on Connect to Dentally to sign-in to your Dentally account and authorise the integration
How do I create a new patient in Dentally from a DenGro task
To create a new patient profile in Dentally from a DenGro lead task, you'll need to make sure you've enabled the Dentally integration on your DenGro account. From there, simply follow the prompts in the DenGro task for the lead, to create a new patient in Dentally using the information captured in DenGro.
How do I link a DenGro lead to an existing patient profile in Dentally?
Through the DenGro task flow, you can also choose to link a lead to an existing patient profile in Dentally. Again, you can do this by answering the questions and prompts from DenGro:
Can I link a DenGro lead to a Dentally Patient outside of a task?
Yes! You can link a lead to an existing Dentally patient profile at any time, from the Lead Profile Page in DenGro. Simply search for the lead in DenGro using their name, email address, or phone number and click to go through to their profile page. From there, click on the Link Lead to Patient at the top right of the page.