Engagement allows you to communicate with patients in a variety of ways. In order to ensure that information you send out is successfully reaching your patients, you have a Communication tab to help you stay organized.
Here is a short video that explains how to use the Communication dashboard in Engagement:
Access the Communication Dashboard
Access the Communication tab
Click on the drop down menu to select the type of communication you would like to see:
Automatic Communication
This includes everything that Engagement sends automatically, including but not limited to reminders, confirmation requests, welcome emails, birthday messages, recalls, etc.
Access the Automatic tab
Click Sent to select a date range
Select the Type of message you'd like to track
Check the Sent to column to see if the message was delivered by email, text message, or through the mobile app.
Check the Content section to see what was included the message
Manual Communication
This includes everything sent manually: direct messages, bulk messages, manual reminders, Modento App invites, review requests, invitations to schedule, etc.
Access the Manual tab
Click Sent to select a date range
Select the Type of message you'd like to track
Check the Content section to see what was included the message
Select the number in the Target section to see a list of patients that were included in a bulk message
Note: When sending a bulk message, Engagement will ignore certain targeted patients from receiving messages if they fall into any of these categories:
Patient is inactive
Patient is from another clinic
Patient does not have an email/phone number
Patient is opted out of messaging
Patient has the same email as another patient
Engagement will only send one message per family group. This is usually the guarantor that will receive the campaign message.
Scheduled Communication
This includes any scheduled text messages and voicemail drops. Any scheduled emails will be found in the Email Campaigns tab.
Here you will be able to filter by message type, read the message content, track your target audience, view who initiated the message, and it's status.
To cancel the scheduled message or voicemail, click cancel
Documents
Here, you will see a record of all treatment plans and paperwork sent.
Access the Documents tab
Click Sent to select a date range
Click Submitted to select a date range for when the patient completed the form
Select the Type of message you'd like to track
If you select Treatment Plan as a type, you will see a button appear for additional details.
Clicking Details will show a copy of the treatment plan sent.
Select the Status to filter through forms that have been Sent and Submitted
Click Download to download a PDF copy of the submitted form
Payments
Reporting details for payment history. This is also available if you use Apex, Stripe, or Moolah. If you use Clearent as your payment processor, you can learn more about payments reporting here.
Access the Payments tab
Select a Date Requested
Check the Type to see the type of request that was sent
Check the Amount the request was for, when it was Paid, who it was Requested By, and a Reference ID
Filter by the Status to see additional details in each request
Financing
Track patient financing through Wisetack in the Financing tab. You can see the financed amount, the date when the link was generated and sent to the patient, how long the offer is valid until, the type (whether it's been approved for financing or pre-qualification), and the status. This will allow you to track the status of all Wisetack financing offers sent to your patients.
Access the Financing tab
Filter by Date Requested by clicking the the column
Check the Type to see the type of request that was sent
Filter by Approved Amount, the Financed Amount, and how long it is Valid Until
Filter by the Status to see additional details
Here, you'll see the status of each financed amount and if it is:
Prequalified
Created
Financing Offer Accepted
Financing Confirmed
Declined
Individual Patient Communication Log
When accessing a patient's Communication history, you will need to access the Patient Card.
Step by Step Instructions:
To access the patient card either click on the patient's name, or click the three dot menu next to the patient's name
Select Patient Card
Click the Communication Log tab
This will show you all communications sent through Engagement [Modento].
Note: When you receive an email in Engagement [Modento], the system autodetects signature fields on emails and prevents them from loading. This helps ensure that the Communication Log stays clean and uncluttered- allowing your office to practice smarter!
Key Words: Comm Log, CommLog