Patient Account Access
No. Unfortunately you cannot send a patient another copy of their Welcome Email. However, you can help them set up their account from within your Member Dashboard.
Check out the Patient Settings page for more information!
A new account is automatically created when we receive an upload from your Sesame PC with the new patient information. When we identify that you have added a new patient to your practice management software, we will create an account for that patient and, provided that they have a valid email address in your system, send them a Welcome Email with instructions for accessing their account.
Check out the Patient Settings page for more information!
After your patient has been directed to click on the Patient Login link on your website, they will be taken to the login page for their Patient Pages. Your patient should have received a Welcome Email that contains their password, but if they have not received this information (or have misplaced it), you can create a new password for them in your Member Dashboard.
Using the Patient Quick Search, locate the patient who is having difficulty logging in. Click on the Patient Settings tab, and then scroll down to the Patient Pages Access section. By clicking on the "Manage" button, you can create a new password for your patient. Once logged in, the patient can then choose a personalized password by visiting their Account Settings page.
Click here for more information regarding patient settings and Patient Pages access!
First locate the patient by using the Patient Quick Search. Click on the Patient Settings tab and scroll down to the Patient Pages Access section. Click the "Manage" button to create a new password or username for the account.
Once logged in, the patient can choose a new password by visiting their Account Settings page.
How does an underage patient create an account?
The most common reason for missing images is that your Sesame PC has not successfully uploaded images recently. To check the status of your image uploads, look for the upload status icons in the left-hand column of any page in your Member Dashboard. Below the calendar, you should see an icon for your appointment information uploads and an icon for your image uploads. If your image uploads are not current, please contact Member Services at 866 537-8272 to have a Technician get connected to resolve the issue.
You may also check your Image settings to ensure that you do not have images hidden from your patients. In your Member Dashboard, click on the Message tab, then the Colleagues tab and then on the Collaborate tab. From this page, click on the "Collaborate" button to access your Sesame Interactive portal. In Sesame Interactive, click on the "Manage All Images" link, and then the "Hide Specific Image Types" button to ensure that you are not hiding from your patients images that you would like them to view. You can also click "Select Patient" to view settings specific to the images of the affected patient.
Click here for more information about managing images in Sesame Interactive!
What happens when a minor patient turns 18?
When do reactivations go out?
Patient Login Features
Why are my patient's images missing?
Why does my patient have a missing Invisalign Clincheck?
Patient Financial Information
How can my patients view their financial info?
How do I prevent patients from seeing their financial info?
Patient Login General Information
How do I get a list of unregistered patients?
Can my patients receive email without accessing patient pages?
Can patients confirm their appointments without logging in?
How do I view a message that's been sent to a patient?
How can I see what my patients see?
Are our reminders going out?
How do I schedule a refresher training?
Online/Patient Payments
How does a parent pay their bill online?
Do you send payment receipts?
Patient Account Settings
How do I remove a patient's email?
How do I manage what reminders my patient receives?
How do I stop a patient from getting reminders?
Why is an inactive patient showing as active?
Custom Messages
Yes! When creating a Custom email, you can use the "Attach File" section to add an image attachment to your Custom email. Please note, though, that this will be an attachment to your email message. The image will not appear in the body of your email.
Your Custom email can be sent to individual patients or colleagues, or entire groups of patients of colleagues. To begin selecting who will receive the Custom email, click on the "Select Recipients" button at the top of the form. Using the navigation buttons, you can choose to send to Individuals or Groups.
When sending to Individuals, you can use the Search options to narrow your patient or colleague list down by fields such as name, age or appointment date. Clicking on a name in the search results will add it to the recipient list. Once you have selected all of the recipients, click Save to return to the Custom email form.
When sending to Groups, simply choose your desired group and provide any additional information required. Click Save to return to the Custom email form.
Click here for more information about selecting recipients for your Custom emails!
Custom emails can be sent to patients and colleagues that have been entered into your practice management system, and uploaded to Sesame, as well as colleagues that have been manually entered into Sesame.
Click here for more information about selecting recipients for your Custom emails!
When sending your Custom email, you have the option to schedule a date when it will be sent or choose "Send immediately". Custom emails scheduled to send immediately are generally sent within an hour of being created. Custom emails scheduled for delivery on a future date are generally sent out along with your other reminder emails on that date.
When your Custom email has been scheduled for delivery, it will appear under the "Scheduled Emails" tab at the top of the Custom email form. Once the email has been sent, it will no longer appear on this tab, but will be available to view in your message Archive.
Yes! To delete a Custom email template, simply choose it from the drop-down box at the top of the Custom email form, then scroll down to the bottom of the form and click the "Delete" button.
Please note that this action is permanent! Custom email templates that have been deleted cannot be recovered, so please use this feature only if you are certain.
Financial Messages
Under the Email and Voice section of your Member Dashboard you will find Financial reminders. If enabled, we will send your patients an Expiring Benefits reminder to let them know how much longer they have before the end of their benefit year.
Click here for more information about Financial Email reminders!
Click here for more information about Financial Voice reminders!
Marketing Messages
You can attach an image to a Custom Article that you have written for your Newsletter. Using the "Upload Image" button at the bottom of the page, you can browse for the image you wish to attach, and then upload it to your Article.
For more information about creating and managing Newsletter articles, check out our Managing Articles page!
When creating a Newsletter, click on the "Choose Articles" tab to access the library of existing Articles. The Newsletter Article Options check boxes allow you to filter the library by archived and Sesame-authored Articles.
For more information about finding Articles for your Newsletter, check out our Create a Newsletter page!
Message Settings
From the footer of any page in your Member Dashboard, click on the "Procedure Settings" link to access your Procedure Settings. On this page you will see a list of procedure codes that were pulled from your practice management system. You can review the list and enable or disable appointments using the check box provided in the "Enable" column.
For more information, visit our Procedure Settings page!
You can view the status of your current Procedure Settings by clicking on the "Procedure Settings" link in the footer of any page in your Member Dashboard.
On this page, you will see a list of the procedure codes that have been pulled from your practice management system. Next to each procedure is a check box to let you know if the procedure is enabled (checked) or disabled (unchecked). Additionally, you can see if that procedure is mapped to a specific Voice or Email reminder.
For more information, check out our Procedure Settings page!
The schedule for most of your reminders can be adjusted from their respective Member Dashboard page. For example, the page for your Voice Appointment Reminders has an "Edit Schedule" button that you can click to access the schedule for that particular set of reminders.
Some reminders will have additional schedule settings that can be found below the message details. For example, the Voice No-Show Reminder has an option that allows you to specify what time of day to make the call.
For more information regarding reminder schedules, check out the Voice, Text and Email reminder pages!
General Message Information
Your automated emails, including Welcome Emails, Appointment and Financial Reminders are generally sent overnight, or early in the morning, to ensure that your patients have plenty of time during the day to read them. Custom emails can be sent immediately, or scheduled to send with your daily reminder emails at a later date.
Click here to learn more about configuring your Email messages!
Voice message reminders are sent according to the delivery schedule set for each reminder.
Click here to learn more about configuring your Voice messages!
Text reminders are sent according to your delivery schedule. Reminders that are not scheduled to send one hour before the appointment are sent at the time of day that the appointment is scheduled. For example, a Text reminder scheduled for 2 days before an appointment on Wednesday at 3:00 PM will be sent on Monday at 3:00 PM.
Click here to learn more about configuring your Text messages!
Can I add something to my appointment requests?
How can I remove the location from my email reminders?
How do I remove a scheduled email?
How do I change the text of my reminders?
Can we set a pre-medicate notice on our reminders?
How do I send an email to inactive patients?
How do we know recall reminders are going out?
Survey Messages
How can I modify my post-appt survey email?
Are my surveys going out?
Text Messages
No. At this time, Custom Text messages can only be sent to your patients.
Custom Text messages do not automatically include any office or appointment information. When sending a Custom Text, you can add generic office information by simply typing that in the message box provided. Please note that there are no AutoFills available for Custom Text messages, so no patient-specific information will be sent.
Click here to learn more about sending Custom Text messages!
Text Reminder settings for individual patients are managed from within that patient's Patient Pages. To access these settings, search for the patient in your Patients Quick Search. From their Patient Information page, click the "Mimic Patient Pages" button to launch their Patient Pages.
You can use the provided On/Off buttons next to each phone number under the Text Reminders section to enable or disable Text Reminders for that phone number.
Patients can also log in to their Patient Pages account and manage these settings themselves.
Click here to learn more about managing patient Account Settings!
Voice Messages
Can my patients cancel their appointments via reminder call?
Responsible Party Accounts
Can I link RPs?
How can one parent log in to view both children?
Sesame PC
Can we move the Sesame program to the server?
Is my Sesame PC Uploading?
Member Dashboard
Can I change my Sesame password?
How do I get into my Sesame Dashbaord?
How do I update my office address?
Looking for more information? Check out these Related Pages!
Contact our Member Services team at 866-537-8272, Monday - Friday 6 AM to 4 PM Pacific Time.
