Multiple Location Features - Engagement
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 Location Features in Engagement

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.

Step by Step Instructions:

  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:

  3. 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

Step by Step Instructions

  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 the Team Chat, click here.

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

Did this answer your question?