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:
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
Step by Step Instructions
Click on the Team Chat button
Click the Create a New Message button
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