For dentists & dental practices
Most of what patients get from their dental office is a reminder text or a bill. A handwritten card is different: a welcome after a first visit, a birthday card from the whole team, a thank-you when a patient refers a friend. Upload your patient list once and every card is written for that person, with nothing about their care on it.
Write one message with merge fields in curly brackets, or start from one of these. Each client’s values are filled in, and then the card is written for them.
New patient
Welcome to {company}, {first_name}! It was a pleasure to meet you. See you next time. {signer}
Welcome to Lopez Realty, Maria! It was a pleasure to meet you. See you next time. Jordan
Birthday
Happy birthday, {first_name}, from all of us at {company}!
Happy birthday, Maria, from all of us at Lopez Realty!
Referral
Thank you for sending your friends our way, {first_name}. It means a lot to the whole team.
Thank you for sending your friends our way, Maria. It means a lot to the whole team.
01
After a first visit, a card from the front desk and the dentist makes a new patient feel known, and makes it easier to come back.
Use the client thank-you template →“Welcome to the practice, Jordan. It was lovely to meet you, and we look forward to seeing you again.”
02
Add a birthday column and each patient gets a card on their birthday, every year. Children especially love getting real mail with their name on it.
Use the client birthday template →“Happy birthday, Mia! The whole team hopes you have the best day, with lots of fun and a big slice of cake.”
03
When a patient sends a friend or family member to you, thank them by hand the same week. Patients who feel appreciated tend to keep recommending you.
Use the referral thank-you template →“Thank you for recommending us to your coworkers, Ellen. We’re so glad you feel at home here.”
04
Work anniversaries, a hard week, or just because: thank your hygienists, assistants and front desk with a card of their own.
Use the staff thank-you template →“Thank you for keeping the schedule calm through that snowy week, Rosa. We all noticed, and we’re grateful.”
05
Send warm holiday wishes to every household in December, each card written for that family.
Use the holiday client card template →“Wishing the whole Chen family a cozy holiday season. Thank you for being part of our practice this year.”
Patients choose and stay with a practice for the people as much as the care. A handwritten card from the team is a simple, personal way to show you know them beyond the chart, and it lands on the fridge, not in the spam folder.
New patients often arrive by word of mouth. Thanking the people who send them, and welcoming every newcomer properly, is one of the kindest ways to encourage more of it, and it takes minutes once the list is uploaded.
A card worth keeping on the fridge.
Upload your patient list, pick a template and approve every card before anything is charged.