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.
Click the Practice Drop Down Menu in the top right hand corner of the Engagement Dashboard
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
Click on the Team Chat button
Click the Create a New Message button
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.
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.
Click Sign Document on a patient that has an outstanding form that requires a signature.
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.
Online Scheduling Performance Dashboard
Scheduled appointments in the Performance Dashboard show statistics on new and returning patients from the date range you have selected. The Performance Dashboard allows you to view scheduled appointments for both new and returning patients, providing a clear picture of patient demand, which can inform staffing and scheduling decisions.
As a multi-location practice, you can select multiple locations to view this data for each office. To view scheduled appointment stats:
Access the Online Scheduling Performance Dashboard from the left side menu in Engagement
From the location dropdown on the right side of the page, select the available practices
The graph will update to reflect multiple locations and show the corresponding data in totals at the top of the graph
Hover over the color block sections in each column to see how many appointment types are attributed to each location
Please note that data on the Performance Dashboard can take up to an hour to reflect any changes.
Click here to learn more about the Online Scheduling Performance Dashboard.
Keywords: Modento, DSO, Dental Support Organization, Group admin, Practice Switcher, Toggle between practices