Engagement: Multiple Location Features

This article will discuss the features that are available in Engagement for groups with multiple locations

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Multiple Practice Groups with Engagement have the ability to switch between dashboards and chat with team members from different locations. This applies to groups with multiple practices, as well as Dentrix Enterprise and Open Dental Clinics accounts. Read the article below to learn more.

Switch Between Locations

Users are able to change locations if the location is on the list of authorized locations in the user's settings.

  1. Click the Practice Drop Down Menu in the top right hand corner of the Engagement Dashboard

  2. Search for or Select the location you would like to switch to:

    This will only be available for Users that have the "Allow Access to Other Practices" enabled in the User Settings and are authorized access to the location. When adding or editing a user the Group Admin team member can select which locations are accessible. To learn more about this, click here.

Note: Only Group Admin users will be able to adjust these user settings. In order to get this enabled, contact our support team

Team Chat

Team chat allows team members to search for other users from other associated locations and start individual or group conversations with them. By default only users from a given practice are visible on the list of contacts but if you search for an exact name you can reach out to anyone within a group.

This does require the user to have access to the team chat in the User Settings. Click here to learn more about adding users & user permissions

Messaging Team Members at Another Location

  1. Click on the Team Chat button

  2. Click the Create a New Message button

  3. Search for the team member

To learn more about Team Chat, click here.

Electronic Signatures

If you are a signing user that has access to multiple practice locations in Engagement, you can save a default signature to electronically sign forms from any practice location.

Note: Access to this feature is restricted to end users that have multi-location and forms signing permissions.

  1. To add a default signature, first navigate to the Inbox on the left side menu of Engagement. Filter the patients list by clicking on the Forms filter type.

  2. Click Sign Document on a patient that has an outstanding form that requires a signature.

  3. Add your electronic signature to sign the form. If this is your first time signing forms, click the checkbox to Save as Default Signature. This will save and populate your signature the next time you need to sign a form. If you already have a default signature saved, you will see the You are using your default signature verbiage.

Click here to learn more about signing forms.

Track Email Campaigns

If you manage Email Campaigns across multiple practice locations within Engagement, you can filter campaigns by Recipients.

First, access the Email Campaigns tab from the left side menu in Engagement.

Then, click on the Practices column and click the checkbox next to each practice location to filter campaign results by location.

Click here to learn more about creating Email Campaigns in Engagement.

Keywords: Modento, DSO, Dental Support Organization, Group admin, Practice Switcher, Toggle between practices

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