Share Scans with Patients on Chairside or Portal

Overview: Learn how to share digital patient scans directly from Dandy Chairside or the Dandy Portal using email, SMS, or a printed PDF.

Share Scans with Patients on Chairside

The Share Scans tool on Chairside is available within any scanning workflow once the scans are complete.

Access the Share Scans Tool

  1. Complete all scans in the current workflow.

  2. Select the Review tab on the Chairside interface.

  3. Click the Share scans with patient button.

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      Note: You may use the Annotate scans tool before sharing to highlight specific areas for the patient.

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Confirm Practice Information

Chairside will prompt you to confirm the practice name and phone number. This confirmation is only required once.

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Select Sharing Method

  1. Send a link: Enter the patient's phone number for SMS or their email address.

    • Note: SMS and email messages are no-reply; patients cannot respond to these messages.

  2. Print a PDF: Select this option to generate a file that can be printed and given to the patient manually.

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Share Scans with Patients on Dandy Portal

The Dandy Portal allows you to share scans at any time, including after the patient has left the appointment.

Locate the Patient Record

  1. Log in to the Dandy Portal at practice.meetdandy.com.

  2. Click the Patients tab in the top navigation bar.

  3. Select the name of the patient from the list.

    • Note: Patient names only appear after an order or Diagnostic Scan has been submitted.

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Distribute Scans

  1. Navigate to the Patient Scan page for the selected patient.

  2. Click the More actions icon (three vertical dots) on the specific case tile.

  3. Select Share scans with patient from the dropdown menu.

  4. Complete the required fields in the menu and choose the delivery method (Email, SMS, or PDF).

Patient Experience

Patients receive a link to a web viewer where they can interact with their scans.

SMS and Email Delivery

  • SMS: Patients receive an automated text with an embedded link.

  • Email: Patients receive an automated email with an embedded link.

  • Content: The link allows patients to view scans, your annotations, and any included messages.

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Printed PDF Delivery

The system generates a physical document containing a reference to the scans that you can hand to the patient.

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Related Information

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