This short video will walk you through all of the Family Settings in Modento:
According to Engagement's [Modento] guardian logic, Engagement [Modento] will message whoever is listed as the Guardian in Family Settings. This is usually whoever is listed as the Guarantor in the Practice Management Software (Dentrix, Eaglesoft, Open Dental). You can update this setting in Engagement [Modento] by following the steps below.
How to Update the Guardian in Engagement [Modento]
Step by Step Instructions:
Go to the patient tab
Click on the patient's name. This will open their patient card
This will pull up the family settings in their Patient Card
Here, you will be able to remove the current Guardian, so communication will be sent directly to the patient
Support has the capability to set each patient as independent, meaning Engagement [Modento] will message each patient individually based on their contact details in the Practice Management Software. This also means that family groups will receive separate messages for each appointment in their family. You will need to contact support (email@example.com) to have this set up.