This article serves as a guide to the profile features available in the Dandy Portal, covering everything from your clinical preferences and notifications to order reviews. Each feature plays a crucial role in customizing your experience with Dandy.
To Access
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Proceed to the gear icon on the upper right
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You
- Account Settings
- Notifications
- Clinical Settings
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Office
- Billing
- Pricing Guide
- Practice Settings
- Staff
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You
Clinical Preferences
Feature Overview: A dedicated section for setting and updating your clinical preferences, influencing the specifications and outcomes of your orders.
- Head to our article, Setting Up Clinical Preferences in the Dandy Portal, to learn more about how to set up your clinical preferences.
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Clinical preferences can be set for:
- Crown & Bridge
- Implants
- Partial Dentures
- Full Dentures
- Retainers
Notifications
Feature Overview: Customize how you receive notifications from Dandy. This feature ensures you stay informed about important updates and queries regarding your orders. Notifications can be set up for SMS, email, or a combination. Notifications can also be shared with auxiliary staff so designated people can monitor cases.
Alerts can be set up for:
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Important Status Changes
- Order Delays
- Order Cancellations
- Rush request updates
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Review Required To Proceed
- Treatment plan approval
- Waxup approval
- Order on hold
- A scan was rejected
- Other confirmations
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Order Tracking Updates
- Delivery date changes
- Fabrication updates
- Shipping updates
- Scan body updates
- Return label is ready
- Incomplete order reminder
- Feedback Reminder (email only)
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Communications
- New message on a chat
Order Reviews
Feature Overview: A feature for submitting reviews on each order, enabling personalized adjustments based on your specific preferences, which is particularly important in the initial phase of using Dandy services.
Setting Up Additional Profiles
All staff interacting with Dandy must have profiles in the Dandy Portal to take full advantage of this customization.
- Head to our article, Creating and Managing Staff Profiles in the Dandy Portal, to learn how to set up profiles for everyone at your practice.