Engagement: Automated Consents

Learn how to create and edit automated consents and save staff members time

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

Automated consents can enhance and improve the overall patient experience inside and outside of your office. One of the primary advantages of using automated consent forms is that they can save time for your practice by including the consent in automated appointment reminders. Your office(s) can significantly improve efficiency and allow staff members to focus on more critical tasks.

In this article, you'll learn how to:

Note: In order to edit Consents 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.

What is the difference between a consent and an automated consent?

Consents are organized by subcategories and are not linked to specific procedure codes. Consents can be added as a form pages that are sent to patients automatically based on patient status or time period. Consents can be sent to patients by manually sending out a document request or completing them at an in-office kiosk during check-in.

Automated consents are consents that have been linked to a specific procedure code and do not contain custom placeholders. Placeholders in automated consents are not mandatory. However, consents with placeholders can only be automated if they include any of the three following placeholders that can be filled automatically:

  • {{tooth_or_site}}

  • {{provider}}

  • {{appointment_date}}

Get started using Automated Consents by watching this short video:

Important Note: Before you can begin using Automated Consents, you must be using Engagement Bridge Version 119 or higher. Click here to learn how to update your Engagement Bridge.

Create a New Automated Consent

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

  2. Navigate to the Consents tab and select the Consent Automation section

  3. Click on the blue Automate consent button

  4. Enter the specific procedure code you'd like to automate. Procedure codes are synced directly from your practice management software (PMS). This is the code that Engagement will read when your patients have appointments scheduled with that code.

    1. To view custom procedure codes in Automated Consents, the code first needs to be attached to an appointment on the schedule and then Engagement must complete a nightly sync.

    2. If you are having issues importing codes from your PMS, ensure that your Engagement Bridge is online. Click here to learn more.

  5. Connect the procedure code to the corresponding consent form from the dropdown menu to complete the process

  6. Click Add

Using Placeholders in Automated Consents

Placeholders in consents are not mandatory. However, automated consent placeholders are limited to cases where it includes any of the three specific placeholders we can fill automatically: {{tooth_or_site}}, {{provider}}, and {{appointment_date}}.

If the consent contains any other placeholders, such as {{diagnosis}} or {{patient_initials}}, they will be considered custom and the information cannot be automatically pulled from the appointment booking.

When are automated consents sent to patients?

Once an automated consent has been attached to an automated form, the forms and consents will be sent to the patient with specific Automated Appointment Communication messages when they are enabled in your Settings.

Here is a list of the automated appointment communication messages that will include forms:

  • Welcome notifications

  • Save-the-date

  • Check-in request notifications

  • Appointment reminders

Click here to learn more about automated appointment communications.

Edit Existing Automated Consents

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

  2. Navigate to the Consents tab and select the Consent Automation section

  3. Use the search bar to see the list of procedure codes that already have automatic consent forms created

  4. To edit or delete a form from this list, click on the three dot menu on the righthand side of each consent

  5. Change the procedure code or consent and then click Save when finished

Click here to learn how to send forms and consents to patients.

Looking for additional answers to your burning questions about forms and consents? Register for our Forms and Consents Webinar and

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