We're so excited that you're here and ready to take advantage of all of the many features available. Engagement was built with your practice in mind and we're here to help you succeed. In this article, we'll go over the key features of Engagement that we recommend you have set up within the first 14 days of your subscription activation.

The Engagement platform offers a suite of tools to help you manage your practice with ease and efficiency. Engagement is designed to be comprehensive yet simple to use. It equips dental practices with the tools they need to better understand their performance and make informed decisions about their practice management.

Get started with Engagement by doing the following:

You can also enable the following features in the Engagement module to increase collections and reduce hassle:

Before you get started, watch our short overview video to see how Engagement operates at a glance:

You’ll always know where you are within Engagement based on the name of the page listed in the top left corner of your screen.

From the top bar navigation in Engagement, you can access the following:

The left side menu of Engagement houses all of the available dashboards and features that you have access to based on your profile permissions. Hover over each icon to expand each dropdown menu, or click the white bubble arrow near the top of your menu to expand the left side menu completely.

Use the blue Question Mark bubble at the bottom of your left side menu to access a network of resources. When you click the bubble, you’ll be able to:

Dental Intelligence regularly syncs with your practice management software to keep patient and practice data current. During onboarding, your DI Specialist will work with you to verify that the data being imported to Dental Intelligence from your PMS is accurate and remains up to date. Keeping your DI dashboard in sync with your PMS ensures that you never miss a beat, so that you can spend more time with patients and less time doing paperwork.

After validating your data, it’s time to start adding users. Start adding team members by clicking on the Settings icon in your top navigation bar, then select the Users tab. Click the blue Add User button to begin entering team member information.

When adding team members, you can set their role and permissions. When completed, clicking Save User. An email will be generated and sent to the new user with instructions about how to login and access Engagement for the first time.

Filling out and entering patient information is time consuming. In an increasingly paperless world, we are happy to provide online patient forms to make life easier for both patients and dental practices.

Engagement provides you with a library of forms that were created and developed by our team members with experience in the dental field. These forms automatically update into your Practice Management Software, so you don't have to print, sign, scan and shred, all day every day. Plus, they're easily customizable to meet the needs of your unique practice!

We recommend you look through the existing Forms to identify if there are any changes that need to be made. To begin using Forms, click the Settings gear icon in the top right corner and then click the Forms tab.

Make edits by clicking on the pencil icon.

Verbiage acts as a library of all automated messaging content. This content will auto-fill when the messages are sent to the applicable patients according to your established settings in the Appointment Communication section in the Practice Setup tab within Settings.

To customize Verbiage content, click the Settings gear in the top right corner and then click the Verbiage tab.

From this page, you will click into each message type to view the content that is included. These will be separated as Text messages, Emails, and App Messages. We recommend you keep these similar to maintain consistency when communicating with patients.

To edit Verbiage content, simply select the Pencil icon next to the message type. Once you have customized the verbiage as needed, select the Save button.

Now that you've started using paperless forms, allow patients to easily submit forms that write back directly into your practice management software and go straight into the patient file with DI Kiosks. Create a smooth, effortless experience from beginning to end for every patient by using kiosks!

Using DI Kiosks in your practice will:

Online Scheduling with Dental Intelligence lets your patients schedule fully booked appointments directly into your practice management system anytime, and from anywhere.

To begin using Online Scheduling within Engagement, hover over Online Scheduling in your left side menu. Within the Online Scheduling tab, you will see a dropdown menu for:

Once you’ve sent out scheduling requests, track the success of your efforts in the Performance Dashboard. See how many patients scheduled an appointment online. A color-coded bar graph breaks down the number of new and returning patients that booked appointments online each day. View other analytical data such as which insurances are most common from new patients that schedule online.

A full schedule is a successful schedule. Dental Intelligence keeps your patients coming back and helps your dental practice increase production with Automated Recalls and Reminders.

Automated recalls can help your practice by:

Engagement makes it easy to set up all automated messages in your centralized TouchPoints™ dashboard. First, click on Follow Ups in the left side menu, then click TouchPoints™.

Enabling automated recalls and reminders can be accomplished in just a few clicks. Just click Add TouchPoint to get started, then choose the automated message type to set up your customizations.

Swell is software that gathers patient reviews and feedback, gives you concrete steps you can use to improve, and helps you build a reputation that has new patients fighting to get an appointment. Swell is fully integrated with Engagement, which makes managing reviews easier than ever.

If you currently use Swell, learn how to set up Swell within Engagement by watching the quick video below:

Make collecting payment easier for everyone involved, especially patients, and your practice will end up collecting more payments. With Payments in Engagement, we help you find patients with outstanding balances, and then send friendly, customizable text and email reminders with a link for them to securely pay their balance, wherever they are.

Utilizing Payments can help build your practice's success by:

Your time is valuable and implementing efficient systems is a major contributor towards your practice's success. With Engagement Insurance [powered by Vyne], you can verify patients' insurance benefits digitally in a matter of seconds and submit claims so you get paid faster with simple claim management tools.

With the verification and processing features available in Engagement, your practice will experience: