Engagement

Coming Soon in Analytics

The Inbox in Engagement has been redesigned and is now known as Personal Assistant! Filter notifications by category, review to-do items, then use Bulk Action to archive read messages.

Learn more about the Personal Assistant in Engagement.

Team Tasks Beta Users: If you are currently a part of the beta group utilizing Team Tasks in Engagement, you'll also see tasks assigned to you in the Personal Assistant dashboard. Click on the 3-dot menu next to each task to act on it, or use Bulk Actions to reassign, reschedule, print your task list, and more.

We've made a few changes to the Practice Setup menu in Engagement Settings! Please pay attention to the following navigation updates:

We've redesigned the Verbiage tab to make managing TouchPoints content easier than ever. Utilize the new search bar to locate message content by title, or use the category headers to quickly scan and locate the content you're looking for.

In addition to automating your patient communication, you can now also choose to include (or not include) a link for patients to fill out outstanding forms/consents along with your message!

The 'Request Outstanding Forms and Consents' checkbox is selected by default on the following TouchPoints:

If you do not want to request forms/consents with these TouchPoints, be sure to disable the checkbox.

Now you can manually mark patients as Ready to be Seated in LiveOps even if they still have outstanding forms, keeping your workflow on track if a patient is ever running late or on a time crunch.

In the Arrived area of your LiveOps dashboard, click on the patient icon with the orange bubble, indicating that the patient has outstanding forms. In the pop-up window that appears, click Confirm to mark the patient as ready to be seated.

Learn more about moving patients from stage to stage in LiveOps.

Now your scheduling team will have the ability to leave an appointment note when scheduling in the Scheduling Center. This appointment note is for internal use and is not visible to the patient. The appointment note will write back to your practice management software in the 'Additional Notes' section of the appointment.

Learn more about booking an appointment from the Scheduling Center.

Now you can manually send up to 500 rewards points to patients using the mobile app that they can then apply towards prizes available in your loyalty program. You find a record to points earned in the patient card.

Clinical Hours settings have been redesigned. To make changes to how your Clinical Hours are tracked and input, navigate to Settings > Clinical Hours. Then, click Show Configuration to make changes. Be sure to click Save before leaving the page.