Videos are included in many of the FAQs on this page. If you need additional help, scroll down to the bottom of this page to see a list of detailed training video’s or click on the link located here:  Watch Training Videos

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Loma works best when used consistently every day, even small adjustments can make a big difference in results.

1. Enter every cancellation immediately – don’t wait until the end of the day. The sooner it’s entered, the faster it fills.
2. Check the Loma queue 4-6 times daily to approve matches and confirm spots.
3. Encourage patients to keep phones on file –  80% of fills happen via text within 15 minutes.
4. If texts aren’t filling spots, check your filters – too narrow settings (e.g., one provider only) limit results.
5. If patients say they’re not getting texts, confirm mobile numbers and opt-in status.
6. If front desk staff feel overwhelmed, simplify workflow by setting a single Loma “champion” to monitor all responses.
7. Reach out to us if you have a problem! 

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Set up an account at office.getloma.com. (You will need a credit card number to create your account).This e-mail address should be the Office Manager. All contracts/invoices for Loma will be connected to this account.

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Yes, at the bottom of EVERY text, the patient has an option to text “remove” and they will immediately be removed from Loma’s waitlist.

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Yes. Patients can be added back to the waitlist at any time and as many times as they want. Have the patient call the office and the office staff can re-add them to the list.

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No. Loma knows that most dental offices like to be in control of their schedule. Loma enhances ANY office software program but works independently. 

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You will enter your hygienists as team members

1. 1. Click on the office name/icon in the upper right corner, click manage office, click on Team Members.
   2. Click Add Team Member. You can select a photo for their profile. Choose the team member role, enter their first and last name, and their email address. An e-mail will be sent to the e-mail address to set up a password.
   3. An email address is not needed if that person will not be helping to fill the schedule. 

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 Click on the office name/icon in the upper right corner, click manage office, click on Team Members.

1. Enter first name as Front and last name as Office. Add the e-mail address for the front desk. 
2. An e-mail will be sent to setup a password.  

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1. You will use your current SIP or ASAP list. Depending on where and how you keep this list, there are a few different ways. 
1. Eaglesoft – Quickfill List
2. Dentrix – ASAP List Dentrix
3. Your own list on paper or sticky notes. In addition to your patients who cancel their appointments and need a rebook, Look in your dental scheduler to identify patients who are not scheduled and overdue OR patients who are scheduled but the appointment is overdue. Contact these patients to request consent for them to be added to the SIP list.

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Enter patients one at a time by clicking on SIP List in Loma:  

1. 1. Type patient’s first name. If you have already added this patient under “Patients” , their name should come up here.  If you have not, you must click the + sign to the right of the patient’s name to add their phone number and then click Create Patient.
   2. Pick their approved providers (if they do not have a preference, leave this blank), appointment services, appointment date (you will not enter a date if they are on your “due but unscheduled” list), appointment duration (how long is the appointment they are scheduled for or need to be scheduled for) and earliest booking date. 
   3. If you would like to be reminded that this patient is a priority, click prioritize patient or if they are overdue, click overdue patient. Note – these flags do not change anything in Loma but will be a flag for your awareness to use in managing patients. 

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Remember, as soon as you see an opening in your dental schedule, you should be opening Loma to add an opening so that a new notification is sent to their SIP list

    Make sure you have added all patients to the SIP list before adding an opening.

1. 1. Click on Openings
   2. Click on Add Opening and complete with date, duration, provider and appointment services.  
   3. Once you send out an opening, keep an eye on the Openings tab. Once someone responds, they will see “response” next to “open”.  They can open the responses and decide to “reject” or “fill opening”. You will need to add the patient to your actual schedule.

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It’s a good idea to prioritize the patients that have a greater need/want to get in sooner.  When a group of patients respond “Y” to an opening, you can then choose to give the prioritized patient the appointment.

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They will receive a text message. The patient can either reply with a “Y” to accept or “N” if they cannot make it. The words “yes” and “no” will work as well. They can also click “view appointment information” which will take them to another page where they can “confirm availability” or click “I’m not available”. 

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Once you choose the patient to fill the opening, they will receive a text message stating that they have been confirmed for the dental cleaning. The other patients will receive a message that the opening is no longer available and that they will be notified of the next opening. 

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You may have a patient call the office instead of texting back to say they would like the opening. If you give that patient the appointment, you will need to close the appointment in Loma to alert the patients that received the text that the opening has been filled.   

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Click the opening and then click “Close”. The “clos” button is located on the right side of the screen near the top. Once you refresh your screen again you will no longer see it.

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