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.

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


How to Enable In-House Membership Plans through the Dental Insurance Form

Step By Step Instructions:

  1. Reach out to a Dental Intelligence Technical Agent through the Technical Support chat and ask them to add or update your membership plan link.

    Note: You will need to provide a URL to a landing page with information about your membership plan(s). (Generally, this is a link from your practice website.)

  2. 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.

  3. 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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