Contact Card and Patient Activity Timeline Overview

Overview of the Contact Card and Activity Timeline

Contact Card: What and Where Is It?

In your Dewy account, locating your Patient Contact Cards is an easy, two-step process. First, click on the Dewy logo (Located in the Top-Left Hand corner, on the blue rectangle) to navigate to your Overview and Main Menu then Click on Contacts. This will bring up a list of all the Contact Cards in your database. 

There are several ways to sort Patient Contact Cards in Dewy. You can apply filters by clicking on the corresponding drop-down boxes on the right-hand side of the Navigation Bar, directly to the left of the “Search Contacts” box.

Filter by:

  • Tags
  • List
  • Status

You can Immediately sort by Email (From A-to-Z or from Z-to-A) by clicking the triangle next to the “Email” category name on the navigation bar.

Sort By: 

  • Email

You can also Search for specific patients in the “Search Contacts” box based on parameters such as patient phone number, name, email address, or date created.

Search Patients:

  • Phone Number
  • Full Name
  • Email Address
  • Date Created

Activity Timeline: What and Where Is It?

The Activity Timeline shows you what services or communications have involved a specific patient. The Activity Timeline is displayed on the right-hand side of each Patient Contact Card. The Activity Timeline is formally called “Recent Activities.” 

Information included in the Activity Timeline regularly includes:

  • Back Office Tasks (e.g. Schedule a follow-up appointment)
  • Calls
  • Emails sent
  • SMS messages sent
  • Deals
  • Treatment History
  • Appointment History

The Activity Timeline allows you to see what has been happening with any and every patient in your database, allowing you to avoid common issues like double-booking, unnecessary communication double-ups, and incomplete patient onboarding. 

This feature can also reduce or eliminate the time patients spend re-filling out similar new patient paperwork for multiple physicians within multi-office practices.

If you have any questions, comments, or concerns, please feel free to visit Dewy Academy. If you still have outstanding questions, please contact us via Dewy Support.

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