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Engagement DSO: Online Scheduling Group Level Services
Engagement DSO: Online Scheduling Group Level Services

This article will discuss how to connect group-level service types

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

If you are a part of a DSO (Dental Support Organization) or Group Dentistry office with multiple locations, using Engagement [Modento]'s Online Scheduling, you will now be able to connect Group Service Types! Doing this will enable you and your team to send scheduling links that allow patients to choose from multiple locations when scheduling specific service types.

Refer to the following article to learn how to connect your Group-Level Services and get more patients scheduled.

How to Connect Group-Level Services

  1. Access Settings in your online scheduling tab

  2. Select Group-Level Services

  3. Then, click Match Service

  4. This will require you to fill out the following fields:

    1. Service Name

    2. Description of the service

    3. Once those fields are entered, Engagement [Modento] will automatically identify which practices have this service type available. You can also manually select the service type from the specific locations you would like to match.

  5. Click Create

Now that you've connected your Group-Level Services, you can start sending invitations to schedule and create Custom Online Scheduling Links to add to automated messages or to your website!

How to Send an Invite to Schedule for a Group Service Type

  1. Access the three dot menu next to the patient's name

  2. Hover over Communication, then select the Invite to Schedule option

  3. In the window that opens, select the applicable Practice locations the patient can schedule with. This will populate the available Practice-level service types for those offices

  4. Providers will not be able to be selected as it will automatically show the available providers for those service types for each individual office

  5. Set the Earliest Time to Schedule

  6. Choose the Delivery Channel Preference

  7. Click Send Invite

Custom Scheduling Links

In Engagement, you can now create a Custom Online Scheduling Link that allows you to send scheduling links for specific procedures to individual patients. To learn how to create and send Custom Online Scheduling Link, click here.

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