Engagement provides you with a library of industry standard consents that were created and developed by our team members with firsthand experience in the dental field. Our consents require minimal customizations so that you can start using them right away, with just a few small changes.
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Note: In order to edit Consents in Engagement, you must be an Admin user. If you are an Admin user and don't see the Edit pencil icon, please contact Support for assistance.
In this article, you'll learn about:
Ready to get started editing and creating consents? Watch this short video below to view step-by-step instructions:
Looking for information about Automated Consents? Click here!
Consent Customization Options
Within Engagement, you have the ability to make the following changes to consents on your own:
Create a new consent from scratch
Modify existing fields
Add new consent fields
Create a new page in an existing consent
Need to make other changes? Please contact Support for help with the following:
Modifying consent names
Modifying/removing non-editable fields
Changing the consent category
Deleting consents
Please submit your consent change requests to support@dentalintel.com. Please allow 5 business days for your customization request to be completed.
Edit an Existing Consent
Click on Settings by clicking on the gear icon in the upper right hand corner
Select the Consents tab
Search for consents in the library using the search bar or click on each category to view Sub Categories
Click on the pencil icon (Note: If you are an Admin user and don't see the Edit pencil icon, please contact Support for assistance)
Select a Page and click into the content
To edit a consent, select the text line or text box
Type content, use the top menu to adjust formatting, and insert placeholders as needed
Use the plus sign bubble (+) to add new fields and formatted questions
Click the Hide or Delete buttons to remove content from patient view
Select Publish at the top right hand side of your screen when changes are complete
Create a New Consent
Access the Settings by clicking the gear icon in the upper right hand corner
Select the Consents tab
Click on the Create a new consent button
Fill out the Name, Category, and Sub Category fields. If necessary, select to also create corresponding form versions for minor or in Spanish
Select the Create button
Select the pencil icon to edit (Note: If you are an Admin user and don't see the Edit pencil icon, please contact Support for assistance)
Select a Page and click into the content bubble on the right side
To edit any category, select the text line or text box
Type content, use the top menu to adjust formatting, and insert placeholders as needed
Use the plus sign bubble (+) to add new fields and formatted questions
Click the Hide or Delete buttons to remove content from patient view
Select Publish at the top right hand side of your screen when changes are complete
Including Photos in Consents
Embed a Photo in a Consent Block
If you would like to embed an image or infographic in a consent, simply create a new block of text field when editing your consent. Follow the steps below to learn how!
From the Consents editor, click the plus sign (+) bubble and select Block of Text as the field type from the dropdown list
In the newly created field, click on the picture icon to upload an image from your computer
Select Publish at the top right hand side of your screen when changes are complete
Add a Photo Field to Upload Patient Photos
If you would like to include photos taken of patients/op sites (ie attach patient photos to a post-op consent), create a Photo field that the patient can tap on while they are signing the consent. Follow the steps below to learn how!
From the Consents editor, click the plus sign (+) bubble and select Photo as the field type from the dropdown list
Enter the question name to describe the photo request so that the patient knows what photos to upload when they are completing the consent
Select Publish at the top right hand side of your screen when changes are complete