Engagement provides a variety of messaging options to make communicating with patients quick and efficient. Choose from text messages, emails, voicemail drops, and more that can be sent individually or in bulk.
Get started messaging patients and managing patient communication:
Sending & Scheduling Messages
Send messages immediately or schedule them for a future date and time within Engagement. Click here for an overview of how to send and schedule text messages, email campaigns, and voicemail drops.
Direct (Text) Messages
Direct messages, also known as text messages or SMS messages, are a great way to communicate with patients quickly. There are multiple ways to create direct messages using the 3-dot menu available on any of the following Engagement tabs:
Next to each patient's name on any of the tabs named above, you'll see a 3-dot menu option. Clicking on the 3-dot menu opens up a dropdown list of options.
Engagement offers formatted Emails Templates that make it easy to keep your patients informed via email. You can quickly send polished emails to individuals or groups of patients, helping you stay connected and provide updates with ease.
Watch the short video below to learn more about creating and sending emails:
Voicemail drops are the quickest and easiest way to provide urgent information and personal messages to patients in the form of a Voicemail. Voicemail Drop credits are required in order to use this feature. Each voicemail sent will require one credit.
Access Voicemail Drops from the Settings gear in the upper right corner of your navigation bar. Click the Practice Setup tab and then click Voicemail Drops to listen to existing recordings or upload a new sound.
Using Bulk Actions to Send Mass Messages
Many times, it makes sense to send messages to more than one patient at a time to reduce the amount of time you spend preparing messages.
The Patients tab in Engagement allows you to filter a list of patients and then send mass messages to those selected patients with just a few clicks.
From the bulk action dropdown menu, you can choose the preferred messaging channel (text, email, voicemail) or action (form, consent, reminder, review request, etc) and send from one central location.
Monitoring patient messages has never been easier with Engagement's Patient Chat Dashboard. Access the Patient Chat tab in the left side menu to begin messaging with patients.
Write your own manual message, or add preset message templates and placeholders, then choose the delivery method for messages (text, email, or in-app) and send.
Within your Engagement Inbox, you can view and manage notifications that will keep you informed with what is going on within your practice.
The Inbox captures more than just messaging notifications. Watch the short video below to learn more about how the Inbox works for you: