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Engagement: Using the Power of Automation to Simplify Your Tasks
Engagement: Using the Power of Automation to Simplify Your Tasks
Emily Allred avatar
Written by Emily Allred
Updated over a week ago

How can Engagement Help Streamline Simple Tasks?

Engagement is a dental practice management software that has been designed to streamline the operations of dental practices. One of the main features of Engagement is its ability to automate various processes, such as paperwork, appointment reminders, review requests, and bulk messages and emails.

In this article, we will explore:

Just getting started with Engagement? Check out our Engagement Overview webinar to get a better look into ways you can implement Engagement into your daily workflows!

The Benefits of Automating Processes for Dental Practices

Automating processes such as paperwork, appointment reminders, review requests, and bulk messages offers several benefits to dental practices, including:

  1. Reduced Paperwork Burden for Staff

    When paperwork is automated, staff no longer need to worry about filing documents or manually entering patient data. They also don’t need to track down missing forms. Allowing staff to focus on other more important tasks can save time and effort.

  2. Frees Up Time for More Important Tasks

    By automating certain processes, staff can devote more of their energy to the tasks that make the most difference. Rather than focusing on paperwork, they can spend more time providing exceptional patient care and building relationships.

  3. Increases Customer Engagement

    Automating appointment reminders and follow-up messages can help to increase customer engagement and keep customers informed. This can save time for staff as they don’t have to manually craft messages for each individual customer and it also provides customers with the peace of mind that they won’t miss out on any important updates.

  4. Ensures Consistent Processes across Multiple Locations

    Paperwork and messages that are sent out by a dental practice should be consistent across multiple locations. With automation, it’s easy to ensure that the same forms are used, the same messages are sent out, and the same patient experience is delivered - no matter which location the patient is at.

  5. Allows for a More Efficient Patient Experience

    When staffed with a properly automated system, patients will have a more efficient experience. Paperwork can be collected and updated automatically, appointment reminders will always be sent out, and follow-up messages can be scheduled ahead of time.

Turn on your Engagement automated appointment confirmations/reminders

As dental practices continue to increasingly use digital tools to improve the patient experience, appointment reminders have become an important part of confirming and rescheduling appointments. Appointment reminders are crucial to ensure that patients show up for their appointments and help reduce the cost associated with "No-Shows."

Setting up Engagement for appointment reminders is easy. Click here to learn how to enable Engagement for appointment reminders.

Or, you can follow this in app walkthrough that will help you enable you automatic reminders:

Customize your Engagement Forms & Consents

Engagement provides you with the ability to customize your forms to match your practice's needs. You can choose from our already available templates and edit them to your liking. You can also upload your own forms if needed.

In addition, Engagement's forms are 'smart forms' and they can auto-fill certain fields for the patient if the patient has previously filled out your forms. This will save them time and ensure accuracy.

To learn how to customize forms and consents, click here.

To follow an in-app walkthrough that discusses how to do this, click on the button below:

Enable Review Requests

Positive reviews are essential for attracting new patients to your dental practice. Asking existing patients for reviews can be a time consuming process, so why not streamline the process with automation?

Engagement automates the process of gathering reviews by sending review requests to patients shortly after their appointment. This request can be personalized for each patient, allowing you to create a customized and engaging review request. After the patient has completed their review, the system will direct them to popular review sites such as Google or Yelp - allowing you to increase your presence on these popular sites.

Learn how to get more reviews without taking up staff time by clicking here. Streamlining the review process can make a huge difference when it comes to attracting new patients.

You can also turn on review requests by following this in-app walkthrough:

Scheduling Text Messages and Emails

Did you know that you have the power to effortlessly schedule emails and text messages to be sent at a specific date and time? With this amazing feature, you can effectively plan and execute your email campaigns with utmost precision. Imagine crafting a meticulously tailored email, packed with relevant information, exclusively for a targeted group of patients.

Learn how to schedule messages here.

Additional Resources

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