Easily manage and monitor important features such as an updated bridge connection, quota usage, voicemail drops, and more in the Services tab of Engagement Settings.
Within Engagement Settings, you have access to a Services tab that provides an overview of important Engagement set up information. Click on each of the sections below to learn more:
If you are unable to access Settings and/or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.
Status Tab
In the Status tab, you will review features that are configured within your Engagement module:
Notes
In the Notes section of the Status tab, you will find additional information about each feature within Engagement. This will assist you in determining any actions required to complete set up or reconnect the Engagement bridge.
Bridge Status
Bridge status provides the current status of your Practice Management Software Bridge. If the connection is not established, a red X will appear indicating that information is not syncing. Click View status link to review additional details about your connection.
Practice Management Software write tasks (exports) will be retried every 30 minutes after longer disconnection. It may take up to 30 minutes to send all pending data, with an average of 15 minutes. However, please note that immediate visibility of all data is not guaranteed immediately after the bridge has been repaired.
Click here to learn how to reconnect to your practice management software.
Quota Usage Tab
Quota usage displays the number of emails, texts, and voicemail drops, and insurance verifications sent within the current month.
Voicemail drops operate on a credit-based system. Once voicemail drop credits are purchased through the Billing tab, you can monitor the number of credits remaining here. Each voicemail drop equals one credit, and every voicemail sent will require one credit. If voicemails are not delivered, or if the patient's voicemail box is full, you will not be charged for that credit.
An orange icon next to your email or text usage indicates that you've used 80% of your monthly allowance. A red icon next to your email or text usage indicates that you've used 100% of your monthly allowance. Email and text services will not be shut off if you exceed your monthly allowance.
Resources Tab
The Resources tab provides convenient links to your dashboard, check-in flyer, patient portal, mobile app, and online scheduling pages. Offering a dental membership plan through your office or a third-party vendor is also made easy with Engagement. By utilizing these features, you can streamline your practice management, improve patient experience, and ultimately, increase revenue.
In the Resources tab, you will find links to:
Your dashboard to log in to the Engagement platform, which is useful to send to employees or save as a bookmark on your browser
A check-in flyer, which is a QR code with your practice's logo added. This can be kept at the front desk so that patients can scan the code to check-in and download the Modento app
The Patient Portal, where patients can fill out forms and consents after receiving an invitation from you. Click on the QR code icon to download it and use it in your practice paperwork, at your front desk, on your website, or anywhere else you'd like to have it!
The Modento mobile app link, an alternative to the QR code available on Check-in Flyer
A link for patients to leave an online review
Your main online scheduling calendar link. Please note that you can still send an invitation to schedule, but this link is provided for integration onto your website
A link for online appointment requests. This differs from the online scheduling link because, when a request is made, you will be asked to confirm the timeframe in your Engagement inbox before pushing it to the practice management software.
Lastly, membership plan info will include any Dental Membership Plan URL, whether it is a membership plan through your office or a third-party vendor. These membership plans are beneficial to offer to patients that are not covered by insurance
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