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Engagement: In-House Membership Plans for Patients Without Dental Insurance
Engagement: In-House Membership Plans for Patients Without Dental Insurance

This article will explain how to promote your practice's in-house membership plans through the Dental Insurance Form in Engagement.

Emily Allred avatar
Written by Emily Allred
Updated over a week ago

With Dental Intelligence Digital Forms, it’s easier than ever to promote your in-house membership plan to patients who do not have dental insurance.

When a patient fills out a digital dental insurance form through Engagement and selects that they do not have dental insurance, you can enable a setting that will trigger another question that asks if they would like to hear more about your practice's in-house membership plan. If they select yes, they will automatically be sent a link with additional information.

Note: In order to edit Forms in Engagement, you must be an Admin user. If you are an Admin user and don't see the Edit pencil icon, please contact Support for assistance.

Follow these step-by-step instructions to learn how to enable this feature for your practice.

Enable In-House Membership Plans Using the Dental Insurance Form

  1. Access Settings by clicking on the gear icon in the upper right corner

  2. Click the Services tab and then click on Resources. Locate the Membership Plans Info field and provide a URL to a landing page with information about your membership plan(s). Generally, this is a link from your practice website.

  3. Once your membership plan link has been added, any time a patient answers "No" when asked for dental insurance, an additional question will appear, asking if they are interested in learning about in-house membership plan options.

  4. If the patient selects "Yes, please!" to learning more about the membership plan, upon form submission they will receive a text message with your membership plan link where they can learn more and sign up.

The verbiage of this text message can be customized under your Engagement settings. To learn more about customizing verbiage, click here.

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