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World Backup Day: Safeguarding Your Practice’s Future

Posted March 25, 2024 by Jennifer G

As World Backup Day approaches on March 31st, it’s an opportune moment for businesses, especially dental practices, to reflect on the critical importance of data backup. In today’s digital age, data is not just a part of our daily operations; it is the backbone of our businesses, holding everything from patient records to financial information. The loss of such data can be catastrophic, making backup practices not just advisable but essential.

Why Backup is Crucial

The significance of backing up data cannot be overstated. It’s about protecting your practice against the unforeseen—be it cyberattacks, hardware failures, natural disasters, or even simple human errors. Data loss can lead to significant downtime, loss of patient trust, and in severe cases, the closure of practices. A robust backup strategy ensures continuity, security, and peace of mind.

Best Practices for Data Backup

  • Regular Backups: Implement a schedule for regular backups, ideally daily. Consistency ensures that, in the event of data loss, the most recent data is recoverable with minimal loss. 
  • 3-2-1 Backup Rule: This rule suggests having three total copies of your data, two of which are local but on different devices, and one copy off-site. It ensures that if one backup fails, you have alternatives. 
  • Test Your Backups: Regularly testing your backups to ensure they can be restored is crucial. There’s no point in backing up data if it can’t be recovered when needed. 
  • Secure Your Backups: Encrypt your backup data and ensure it’s protected against unauthorized access. This is especially important for sensitive patient information. 
  • Choose the Right Solution: Not all backup solutions are created equal. It’s vital to select a service that aligns with your practice’s specific needs, considering factors like ease of use, reliability, and the level of support provided.

How XLDent Enhances Your Practice’s Data Security

XLDent takes data backup to the next level with XLBackup, our managed and fully automated, online, off-site service designed with dental practices in mind. Recognizing that every practice is unique, we’ve tailored our solution to offer the following benefits: 

  • Automated Backups: Scheduled daily, XLBackup ensures that your data is consistently up-to-date without requiring manual intervention, freeing your staff to focus on patient care. 
  • Compatibility: Whether you’re using XLDent Practice Management Software or other practice or imaging software, XLBackup is designed to work seamlessly, providing a versatile solution to all dental practices. 
  • Managed Service: Our team of experts, well-versed in the dental industry, manages the backup service, offering peace of mind and ensuring that your backups are conducted efficiently and effectively. 
  • Routine Audits: We conduct regular audits with each client to ensure that XLBackup meets your practice’s evolving needs, offering a personalized approach to data backup. 
  • Disaster Recovery: In the event of data loss, XLBackup’s off-site storage and easy restoration capabilities ensure that your practice can quickly recover, minimizing downtime and protecting your reputation. 

As World Backup Day reminds us of the importance of data protection, it’s crucial to choose a backup solution that not only meets today’s needs but also adapts to future challenges. XLDent’s commitment to providing a secure, reliable, and user-friendly backup service means that your practice can face the future confidently, knowing your data is in safe hands.

Posted in: Dental Software, Dental Technology, Dental Web-based Solutions, Electronic Dental Records, Leave a comment/ No Comments »
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6 Ways to Acquire and Retain More Patients with Marketing Automation

Posted March 11, 2024 by Jennifer G

As the dental industry continues to evolve, it’s crucial to stay ahead of the curve with modern techniques and technologies that enhance practice efficiency and patient experience.

Marketing Automation is a game-changing tool that every dental practice can leverage to maximize its growth potential.

Table of Contents

  1. What is Marketing Automation?
  2. What are the benefits of Marketing Automation?
  3. 6 Dental Marketing Automation Examples
  4. Automated Email Campaigns for Patient Communication
    1. Engage with Potential Patients Automatically
    2. Expand your online presence through automation
    3. Automated Patient Surveys and Feedback
    4. Personalized Patient Communication Strategy
    5. AI Assistants
  5. Find Out What to Automate
  6. Conclusion

What is Marketing Automation?

Think of marketing automation as a digital assistant—a powerful one. It takes care of the routine and time-consuming marketing tasks, but that’s not all. It’s a smart system that delivers personalized, relevant content to your patients and potential patients automatically, their engagement and connection with your practice.

Why Use Marketing Automation?

The advantages of incorporating Marketing Automation into your dental practice are plentiful:

Boost Patient Engagement: Foster stronger relationships with both existing and potential patients through consistent, timely, and relevant interactions.

Improve Customer Service and Personalize Patient Experience: Automating routine interactions enables more efficient service delivery and personalized patient experience.

Attract New Patients: Deploy targeted outreach efforts to engage potential patients effectively and encourage their conversion.

Save Time and Lower Costs: By automating routine tasks, you reduce operational expenses and free up your team to focus on what matters most – the care of your patients.

Increase Revenue: With targeted, smart, and efficient marketing, you can boost your dental practice’s profitability.

Gain a Competitive Edge: Stay a step ahead in the dental market by adopting progressive, automated marketing strategies.

6 Dental Marketing Automation Examples

  1. Automated Email Campaigns for Patient Communication

Email remains a powerful channel for patient communication. By employing automation, you can personalize each interaction, sending timely appointment reminders, tailored follow-up care instructions, enlightening newsletters, and educational content that specifically caters to individual patient needs. This method greatly enhances patient satisfaction and loyalty, keeping them connected to your practice.

  1. Engage With Prospective Patients Automatically

Turning potential patients into regular ones can be an exhaustive process. By implementing automated lead nurturing strategies, you can streamline this conversion process. Providing potential patients with relevant information and nudging them towards scheduling their first appointment can be the difference-maker in expanding your patient base.

  1. Expand Your Online Presence Through Automation

In this digital age, a positive online reputation can make a huge difference. Automation and AI solutions can help monitor and respond to online reviews and feedback across various platforms, ensuring you maintain an outstanding online presence and trust within your community.

  1. Automated Patient Surveys and Feedback

Continuous improvement and patient satisfaction go hand-in-hand. How do you achieve that? By listening to your patients. Automating patient surveys after their appointments, coupled with responsive action, can greatly enhance your service quality and patient experience.

A bonus: positive responses can trigger requests for online reviews, further bolstering your practice’s digital reputation.

  1. Personalized Patient Communication Strategy

Consider this: each patient comes to your practice with distinct needs and expectations. Just as the treatment approach varies for different dental conditions, communication with patients must be customized to resonate with their unique requirements and concerns.

For instance, consider two potential groups within your patient base: one group seeking routine dental cleanings, and another requiring oral surgery. These two groups have distinct expectations and require tailored messaging for effective engagement.

Through XLDent’s suite of automation services, customizing these communication strategies becomes not just possible, but seamless and efficient. Adopting automation in patient communication within your dental practice enhances operational efficiency, improves engagement, and ensures data accuracy.

Whereas manual methods can lead to errors or breakdowns in efficiency, automation offers instantaneous and error-free distribution of vital information. It permits personalized and timely responses, fostering improved patient satisfaction. This refined approach not only saves money, but time, which allows dental practices to focus more on patient care.

  1. AI Assistants

AI-driven chatbots can instantly — and accurately — respond to patient inquiries. This use of advanced technology not only caters to the modern patient’s preference for quick responses but also reduces the workload on your staff, allowing them to focus on other critical areas.

Innovation and modernity, coupled with a dedication to offering the best patient experience, are the cornerstones upon which XLDent stands. Using automation in your practice is not just an evolutionary step — it’s a strategy to set your practice apart and enhance your delivery of patient care.

With XLDent’s suite of dental solutions, including our Marketing Services, leveraging automated marketing becomes seamless. Ready to discover the full potential of automation for your practice?

Find out what to Automate

Posted in: Dental Technology, Email Marketing, Marketing Services, XLDent Patient Experience, Leave a comment/ No Comments »
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Strategies to Increase Appointments in Your Dental Practice

Posted February 26, 2024 by Jennifer G

As a dental professional, your top priority is providing quality care to your patients. However, to guarantee the success and growth of your dental practice, it is essential to maintain a continuous flow of appointments. In this blog post, we will discuss effective strategies to increase appointments in your dental practice.

Embrace Technology for Easy Booking

Patients expect convenience and efficiency when it comes to scheduling appointments. Integrating innovative dental software solutions, such as XLDent, can simplify your booking process and enhance the patient’s experience. With online appointment scheduling, patients can easily book appointments at their convenience, reducing the time-consuming phone calls.

Optimize Your Online Presence

Your dental practice’s online presence is vital in attracting new patients. Ensure that your website is user-friendly, mobile-responsive, and provides all the information needed about your services, location, and contact details. Implement search engine optimization (SEO) techniques to improve your visibility in online searches. Use social media platforms to connect with potential patients and share valuable content that highlights your expertise. Paid advertising campaigns on social media platforms can help you target specific demographics and reach a wider audience.

Participate in Local Marketing

Employing targeted local marketing strategies can successfully attract new patients to your dental practice. Create partnerships with local businesses, such as gyms, schools, or community centers, and offer exclusive deals or promotions. Join local organizations and participate in community events to build relationships and increase awareness about your practice.

Encourage Patient Referrals

Word-of-mouth recommendations remain one of the most powerful marketing strategies in any industry, including dentistry. Provide exceptional patient experiences and encourage satisfied patients to refer your practice to their family and friends. Consider implementing a referral program that offers incentives to both the referring and new patient. This will not only increase appointments, but also boost patient loyalty.

Offer Special Promotions

We believe in the power of special promotions to attract potential patients. Expand your reach by offering discounted teeth whitening, free consultations, or an exclusive package deal for new patients. Take advantage of innovative software solutions such as XLConnect to simplify these promotional offers and make scheduling appointments easier. Get ready to see your practice succeed.

Implement a Recall System

A recall system is essential to ensure that patients return for their regular checkups and cleanings. Dental software solutions such as XLDent allow you to automate patient recall notifications via email, text, or phone calls. This approach not only keeps your schedule full but also emphasizes your commitment to preventive care. It also helps foster long-term relationships with your patients, as they see you as a trusted partner in their dental care journey.

Optimize Your Treatment Offerings

Expanding your range of services can attract a broader patient base and increase appointment bookings. Stay informed about the latest advancements in dental treatments and technologies, and consider adding services like orthodontics, cosmetic dentistry, or implant dentistry to your practice. By diversifying your offerings, you position your practice as a one-stop solution for complete dental care.

Enhance Patient Communication

Establishing clear and effective communication channels with your patients is vital for maintaining their trust and satisfaction. Use patient communication tools, such as automated appointment reminders, treatment plan explanations, and post-treatment follow-ups. Show genuine empathy, listen to your patients’ concerns, and address them appropriately. Putting your patients at ease and building strong relationships will contribute to a steady flow of appointments.

Increasing dentist appointments requires a combination of technology, marketing, patient engagement, and initiative-taking communication. Embrace the power of dental software solutions like XLDent to reorganize your booking process and enhance patient satisfaction, with features like automated reminders, patient notifications, and online booking capabilities, you can simplify the appointment process.

Utilize digital marketing strategies to expand your online presence and attract new patients. Also, utilize search engine optimization (SEO) techniques to improve your website’s visibility. By implementing these strategies, you can lay the foundation for a successful dental practice that puts patient care at the top of your priorities while achieving sustainable growth.

Posted in: Dental Practice Management Software, Dental Software, Dental Technology, Dental Web-based Solutions, Marketing Services, Recare System, XLDent Patient Experience, Leave a comment/ No Comments »
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Why Passwords Matter

Posted August 10, 2022 by Jennifer G

Protecting yourself and your business online involves several areas, one of which is passwords. As the number of online accounts that we deal with grows, so do the number of passwords we need to have and remember. Follow these best practices to safeguard this information.

It is vitally important to never re-use passwords.  I think we are all guilty of re-using passwords from time to time and for some of us, the same one all the time!  But the reality is that sites and services are constantly being attacked and breeches are not uncommon.  Which means it is vitally important to never re-use passwords – especially for e-mail accounts.

What’s the harm in re-using a password? Let’s say I signed up for a photo sharing site with my personal e-mail (myself@gmail.com) and I used the same password that I use to access my Gmail.  A few months later, the photo site experiences a cyber-attack, and my username and password are exposed.  The first thing a bad actor will do with my username and password is try logging into my email.  Since I used the same username and password, they now have easy access to my email and can see that I use this email for my bank, my credit card, Netflix, Dropbox, etc.  If I also used the same credentials for those accounts, I have a real problem on my hands!

When businesses are attacked user information is often taken.  Names, e-mails, passwords, addresses, phone numbers, etc. may be posted or sold on the ‘dark web’ for scammers to use.  An e-mail disguised as a company you regularly do business with, may mention you by name, may even contain past e-mail content…  “Hey, I’ve shared a document with you, you just need to log into Microsoft or Google to view it!” or “Hey click the attachment to see our latest newsletter!”.  When email servers are hit, bad emails can come from a legitimate domain and not even need spoofing!

Another common reason for compromised accounts is users being tricked into GIVING their credentials to bad actors.  If you’ve used your e-mail address for anything, fact is, it is out there in the world and bad actors are going to send you deceitful e-mails to either plant malware on your computer that can steal your credentials or trick you into handing it over to them directly.  Depending on where your email is listed, bad actors may be able to figure out your employer, your co-workers, even industry partners or associates and you can be target phished. This is even more convincing than an e-mail imitating a legit entity like UPS, Microsoft, PayPal, Google, etc., as they can try to disguise the e-mail as coming from your dental practice, dental systems, co-workers, or even a partner business.  Some of these fraudulent emails can be very clever so it is important to always have your guard up.

Always be on guard.  Look for bad grammar, misspelled words, or other signs.  An example is an e-mail that looks like it’s from Microsoft but the actual address it’s coming from is odd – ie. microsoftwebservices.com.  HTML file attachments, an unexpected file share or file attachment, even from someone you know, can clue you to suspicious activity.  Hover over hidden hyperlinks and if the website does not match the sender or if a link brings you to a login page not the URL in your browser, chances are it is a phishing e-mail.

Password Best Practice Tips

  1. Strong.  Make passwords no less than 20 characters AND do not use common words (hackers have sophisticated tools that can break passwords that use common words or word combinations).
  2. Unique.  Make every password unique so that if one account gets hacked you are not handing over the keys to your other accounts.
  3. Management.  Consider using a password management tool like LastPass, Bitwarden, 1Password, to name a few.

If you suspect an account has been compromised, it’s best to change the password immediately, monitor all accounts for any irregular activities, and stay alert to legitimate and counterfeit emails.

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Credit Card Payment Processing: What You Need To Know

Posted July 20, 2022 by Jennifer G

The act of paying for something with a credit card is seamless. First, swipe or insert a card into a machine. Then, wait for the authorization to happen. Lastly, sign off on the purchase, if needed. All of this happens in a few seconds.

However, a lot goes on behind the scenes while you’re waiting for that quick authorization! We’ll discuss what happens when you enter your card, in addition to the security measures that are in place to protect your data long after you make a purchase.

Who takes part in the credit card payment process?

The players involved in the payment process include:

Cardholder: This is the customer that presents their card for payment of goods or services.

Issuer: The issuer (or “issuing bank”) provides the cardholder with their credit and a physical card. They are responsible for approving and declining transactions, customer billing, and collections.

Merchant: This is the business that sells goods or services.

Merchant Account: This is a type of bank account that allows businesses to accept credit, debit, and mobile payments. 

Acquirer: An acquirer (or “acquiring bank”) solicits, underwrites, and owns the accounts merchants need to accept credit cards. They can provide the technology permitting businesses to process transactions, take on chargeback risk, and deposit funds into a merchant’s bank account.

Payment Processor: Payment processors are organizations that partner with acquirers to open merchant accounts, handle support, manage payment processing, and build technology on behalf of acquirers.

Facilitating the payment process

Credit Card Machines

First, a credit card reader or terminal is needed. Today, there are various credit card machines available that can cater to any processing environment. 

Popular devices include point-of-sale (POS) terminals, which support credit cards with magnetic stripes and chips. Some are magnetic stripe (“magstripe”) only, in addition to devices specially made for an unattended or kiosk type of environment.

Near-field communication (NFC) readers are payment terminals that allow tap-to-pay capabilities for contactless credit cards and mobile wallets. 

Payment Methods

The payment transaction starts when the cardholder presents one of the following:

EMV chip card: A payment card containing a computer chip that can validate personal identification numbers (PINs), authorize purchases, verify account balances, and store personal records. Chip cards facilitate EMV® payment processing throughout Europe and the US.

Contactless card: A credit or debit card that does not require physical contact between the card and the credit card machine.

Digital wallet: Digital wallets store a cardholder’s payment information on a mobile app or smartphone device, enabling payment to happen without a physical credit card. Examples include Samsung Pay®, Apple Pay®, Google PayTM, and Fitbit PayTM.  

How does credit card processing work?

Once the card is entered into or “tapped” on the credit card machine, the authorization begins. Authorization is the process where the issuer approves or declines a transaction. Merchants use it to ensure customers have sufficient funds available when they purchase something.  

  1. The credit card information enters a payment gateway, which serves as a connector between the merchant and a payment processor (like Global Payments). 
  2. The payment processor will take this information and send it to the card brand (such as Visa or Mastercard). 
  3. The card brand sends this information to the issuer.

When the issuer receives the cardholder’s information, authentication begins.

  1. The issuer will verify that the cardholder has sufficient funds in the credit line to approve the transaction. 
  2. They may also check the card verification value (CVV) and ensure the billing address matches what is on file to prevent fraud.
  3. If the transaction is approved, the merchant receives authorization, and the issuer places a hold for the amount of the purchase on the customer’s account. The card reader or POS terminal should see a message that says, “Approved.”
  4. The merchant gives the cardholder a receipt at the end of the sale.

At this point, the payment verification process is complete.

How long does a credit card payment take to process?

Payment verification only takes a few seconds at the point of sale. Then, the payment process continues behind the scenes with the settlement process.

  1. Merchants send all approved transactions to the acquirer at the end of the day. This group of transactions is called a batch.
  2. The payment processor routes the batch to the card branch for settlement.
  3. The card brand forwards the transactions to the issuer.
  4. The issuer transfers the funds to the acquirer, and in the process, takes an interchange. Card brands set the interchange fee, and the acquirer is responsible for paying this fee to the issuer.
  5. The acquirer credits the merchant’s account with the approved transactions.
  6. The issuer posts the transaction on the cardholder’s account. The cardholder will be responsible for settling their debt at the end of their billing cycle.

Payment processing times vary, but on average, it takes one to three days. Additionally, batches sent during the weekend or a bank holiday get processed on the next business day.

How does a refund on a credit card work?

Even if a transaction is approved, a cardholder can dispute it for a refund post-purchase. These disputes are called chargebacks. The main reasons for chargebacks include fraud, receiving faulty goods or services, and technical errors, such as double charges. A successful chargeback would mean the return of funds to the cardholder. 

Check out our chargebacks guide for more information.

How do online payment methods stay secure?

The card payment industry has standards in place to protect cardholder information should a security breach occur. The Payment Card Industry Data Security Standard (PCI-DSS) lays out the minimum security features needed to limit the chances of compromised data.  

Encryption is one way to protect cardholder data. With laws becoming more stringent over time, in addition to increasing cybersecurity threats, encryption uses a numeric binary code to shield sensitive data such as the cardholder’s name, account number, expiration date, and service code. The more random the encryption code is, the more difficult it is for hackers to gain access.

Tokenization is another way of protecting cardholder data, particularly the cardholder’s account number. During an online transmission, a token replaces the account number with a unique string of characters. Tokenization differs from encryption in that each token is original and can apply only to a specific merchant and cardholder.  

Finding the best payment processor

Now that you understand how complex the payment process can be, it’s essential to choose a processor that will enhance your business.

A reliable payment processor will integrate with your software to provide a seamless checkout and bookkeeping experience for your clients. Additionally, they will enhance cardholder data protection by helping you and your customers stay PCI compliant, ensuring secure payments every time.

Contact us to learn how our solution can benefit your business and add value to your software.


EMV® is a registered trademark or trademark of EMVCo LLC in the United States and other countries. www.emvco.com.

Apple Pay® is a trademark of Apple, Inc. All trademarks contained herein are the sole and exclusive property of their respective owners.

Google PayTM is a trademark of Google, Inc.  All trademarks contained herein are the sole and exclusive property of their respective owners. Any such use of those marks without the express written permission of their owner is prohibited.

Samsung Pay® is a registered trademark of Samsung Electronics Co., Ltd.

FitBit PayTM is a registered trademark of Fitbit, Inc. and/or its affiliates in the United States and other countries.

Originally published at https://www.globalpaymentsintegrated.com.

Posted in: Dental Practice Management Software, Dental Software, Dental Technology, Dental Web-based Solutions, Leave a comment/ No Comments »
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