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Becca Martin

Becca Martin

Marketing Executive

Connect Your Dental Software & Your Phone System For Patient File Pop

Imagine if you could save an average of 15 seconds per call whilst also providing a more personal caller experience? By connecting your dental practice’s phone system and your CRM you can do just that. Yo Telecom can enable Patient File Pop by linking your business phones and your CRM on your PC. Read on to find out how it works as well as its benefits for dental practices…


How It Works When Receiving Inbound Calls:

Yo Telecom phone systems are able to talk to third party software. So, when you get an inbound call from a patient, it will automatically search your database in a split second. When it finds a match, it’ll notify your receptionist (before they’ve even picked up the phone) with the name of the patient. Most dental practice software then allows your receptionist to click one button to instantly pop up the patient’s records. This allows them to create or amend a booking in seconds, without the need to ask for a patient’s address or D.O.B.


How It Works When Making Outbound Calls:

If your software has a telephone icon, you can simply click the button to call a patient. However, if your software doesn’t have one of these built-in buttons, you can highlight any phone number on your screen, and press a customisable key (for example the F10 key) to dial the number on your handset. We will set this up for you.


What Are The Benefits Of Connecting Your Phone System & Dental Software?


01. Save an average of 20-30 seconds per call

Streamline your call times and get straight to handling your patient’s queries. Have their patient record in front of you almost instantly and get straight to solving their query or amending their booking. By saving time each and every call, your receptionists can handle more patient calls and prevent callers being stuck in lengthy queues. 


02. Greet patients personally yet professionally

With the patient’s name in front of you, even before picking up the call, you are able to greet your callers in a more friendly manner. Rather than spend 20 seconds identifying them by their name, DOB and/or postcode, get straight to assisting them with what they need.


03. Call with one click

Not only does the integration allow you to make calls from your dental software on your computer, but it also enables you to call telephone numbers in emails or on websites in one click. Just click on any number on your PC to start a call from your Yo Telecom phone. 


How To Get Set Up With Patient File Pop:

  1. Enter your details into the form below.
  2. We’ll be in touch to find out your requirements and present you with a few different packages, each with different prices.
  3. You choose which works for you and we’ll take care of your hassle-free switchover.  Our specialist engineers have already switched over 400 dental practices. They’ll also give you full training on your system too.

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