Engagement: Techniques for Increasing Treatment Acceptance
Emily Allred avatar
Written by Emily Allred
Updated over a week ago

How Does Engagement Help Increase Treatment Acceptance?

By automating the process of communicating treatment recommendations and providing patients with an easy way to access their records, Engagement eliminates the need for the back-and-forth communication of treatment suggestions.

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!

Streamlining Your Treatment Plan Presentation

Effortlessly Integrate Treatment Plans from Your Practice Management Software into Engagement

Engagement allows patients to easily connect with their doctor and handle their treatments with ease. In order to make sure that treatments are added to the treatment plan correctly, there are some steps needed depending on the software you are using.

  • If you are using Eaglesoft, the treatment plan needs to be saved. To do this, you will need to follow the instructions located here: Create a New Treatment Plan.

  • Utilizing Dentrix, treatment plans will automatically pull any treatment as long as it is set up. To learn more about setting up treatment plans, please visit: Tips for Setting up Treatment Plans.

  • If using Open Dental, you will have to make sure the “Save TP” button is clicked in order for the treatment plan to show up successfully in Engagement. For more information on the treatment plan, please refer to the instructions here: Open Dental Treatment Plan.

Incorporate Various Payment Options into the Treatment Plan

This is the perfect place for you to unlock a range of convenient payment options, tailored to meet your specific needs. With our comprehensive selection of choices, you'll have the flexibility to choose from a variety of payment methods.

  • In-house financing

  • Split payments for a crown

  • Long or short-term payment plans

  • Installments

  • Partner with external financing companies like Wisetack or CareCredit

Setting up these payment options is a breeze - simply configure them in your settings before sending out your treatment plan through our engaging platform.

Once your treatment plan is securely saved in your practice management software, and your financing options are in place, you'll be fully equipped to effortlessly prepare and dispatch it to your patients.

Learn more about setting up Treatment Plan Payment Options here.

Try it for yourself! Here is an in-app walkthrough that will show you

how to set up these payment options:

Set up the Wisetack Integration through Engagement

Wisetack allows patients to pay for treatment over time. You get paid faster and your patient does not have to feel the stress of an expensive procedure.

With the Wisetack integration set up in Engagement, you will be able to manage your payments and patients can enjoy the benefits of flexible payment options.

Click here to learn more about Wisetack and refer to this article to learn how to get set up!

Use Virtual Treatment Plans when Presenting Treatment

This step in dentistry patient engagement is vital to success. Creating a visual representation of what treatment their smile needs, how long it will take, and how much it will cost, you’ll give your patient a sense of ownership and transparency throughout their journey.
The best part? You can easily attach intraoral photos, X-rays, and other essential documentation to provide patients with all the information they need to make informed decisions about their treatment.

Continue learning with these resources:

To learn how to create a virtual treatment plan in Engagement, click here.

Ready to get started? Follow along with an in-app experience that will guide you through the process of sending a treatment plan:

Tailor Flexible Scheduling Options to Meet Every Patient's Needs

Set Up Online Scheduling

With our advanced Engagement platform, Online Scheduling empowers you with a multitude of features. Effortlessly send out invitations to schedule appointments, whether it's to individual patients or an entire group.

Streamline the booking process for patients by offering a simplified 1-click scheduling option called Perfect Time Slot. Our software utilizes the patient's visit history to recommend the most suitable appointment time. In the event that the initial suggested day and time are not convenient, patients can still explore other available openings. By suggesting a time that has previously worked for them, patients are more likely to adhere to the recommended schedule.

If this is not part of your subscription bundle, click here to connect with a Dental Intelligence Representative.

Set Up Custom Scheduling Links

Take it a step further by customizing links tailored to each patient's specific treatment needs. This means that even for specialized procedures, you can directly provide patients with a personalized online scheduling link, enabling them to conveniently book their appointments online.

Learn how to create custom scheduling links here.

Add an Online Scheduling Link to Your Practice Website

By embracing Online Scheduling, we make it easier than ever to accommodate the needs of busy patients or those who may experience phone-related anxiety. Say goodbye to the hassles of phone calls, and welcome a streamlined approach that allows patients to schedule appointments at their convenience, enhancing their overall experience with your practice.

Learn how to create Online Scheduling Website Widgets here.

Click the button below to launch an in-app experience that will guide you through the process of creating a widget:

Strategizing Treatment Follow Up

Treatment follow-ups can become a long and tiring experience — managing patient records, ensuring they receive the necessary care, and ensuring that their insurance is up to date — but with the right strategy, you can streamline the entire process. In this article, we walk through four steps that you can implement to create a streamlined and efficient strategy for treatment follow up.

Maximize the Potential of Communication Logs

The first step to strategizing treatment follow up is to maximize the potential of communication logs. Communication logs are a great way to keep track of all correspondence sent from Engagement, as well as between staff and patients.

Click here to learn more about tracking communication.

Click the button below to launch an in-app walkthrough for Communication Logs:

Download the ModentoGo App for Seamless Patient Communication

The next step is to download the ModentoGo app. ModentoGo is an app designed for your team that has everything you need to manage patient appointments, communication, and more from the comfort of your office. With the team chat feature, your patients can conveniently contact you to book appointments- whether it's a toothache striking at 3AM on a Monday or any other time, their appointment with you is just a few clicks away.

The patient chat section of the ModentoGo app allows seamless coordination between you and your patients. You can ensure they schedule the appropriate type of appointment and address all their queries before they visit the office.

Learn more about the ModentoGo app here.

Integrate Patient Finder Filters with Analytics for Optimal Functionality

Patient Finder filters with analytics are a great way to find the necessary information quickly and easily. With Patient Finder Filters, you can target patients that have unscheduled treatments or require specific procedures. Some tips to consider while setting up these filters include:

Launch an Email Campaign Targeting Patients with Unscheduled Treatment

You can launch an email campaign to the patients you've identified in your filtered analytics. It should include information about the treatment they need and the reasons why it'll benefit them. It should also remind them of the importance of staying on top of their dental health. You may also want to include any incentives you're offering for the visit. Once the email is sent, you can track the engagement rate and analyze the performance of the campaign.

Click here to see how you can create your own custom Patient Finder list!

Learn more about sending Email Campaigns here.

Discover the power of templates and effortlessly have your documents ready to be sent out at a moment's notice. Click here to learn how to prepare email templates.

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