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June 2023 Product Updates (6/30)

This article includes all of the exciting updates we have made to our products as part of our June 30, 2023 release.

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

We have some exciting updates coming your way in our June 30, 2023 release. These updates include:




Knowledge Base

If you don't currently have any of these features included in your product bundle, please click here and a Dental Intelligence Representative will contact you.


Important note: In order to take advantage of the most current product updates, you must be on the most recent version of the Engagement Bridge. Click here to learn how to update your bridge.

NEW! Automated Consents

We're excited to announce that automated consent form functionality is now available in the Engagement module. Automated consents can enhance and improve the overall patient experience inside and outside of your office. Follow the steps below to start using automated consents in your practice today!

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 Bridge.

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

  4. If you need to create a new automated consent, simply click on the blue Automate consent buttons to get started

  5. Here, you can choose which consents to automatically send to patients based on the procedures they'll receive

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

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

  8. Click the blue Add button to complete the automation

Ready to get started using Automated Consent Forms? Click here to learn more.

Updated LiveOps® Settings

We've updated the user experience in LiveOps® to improve ease of use. In this product update, we've added:

  • Centralized scheduling with the new Calendar button

  • Additional LiveOps® view settings via the new Settings button


Click on the Calendar button to select the day that you would like to view. The default view is set to the current date.

View Settings

To modify the LiveOps® view and checkout alerts, you'll now click on the Settings button in the upper right corner of the LiveOps® dashboard.

We've added the ability to create special checkout alerts. Click the blue + Add Alert option to enter a new alert. Alerts are completely customizable and can be modified directly from this menu. To modify existing alerts, simply begin typing your entry in the alert field.

Note: To modify alerts, you must have Settings admin permissions. You cannot modify or remove the Problematic patient alert.

As usual, to adjust the order of the operatories, drag and drop the selected columns in the order that you would like them to appear.

Please ensure that you click the blue Save button when you are done to save your changes.

Click here to learn more about navigating LiveOps®.

Patient Card Comm Log Filters

The Engagement patient card now includes the ability to filter communication types from the Communication log section.

Note: Depending on your permissions and subscription, some of the tabs listed in the patient card may not be available. If you are interested in adding additional features to your Engagement subscription, please contact us.

In this example, we'll view the patient card from the Engagement Inbox. Click on the Inbox tab in the left hand menu in Engagement and access the patient card by clicking on the three-dot menu available next to a patient's name. Select Patient Card from the dropdown menu.

From the Communication log section, view the patient communication records and filter by communication type.

Click on the Type column and select the communication type to filter by one or multiple messaging categories. View the content of each message by clicking on the Content dropdown in each line item.

Click here to learn more about the patient card functionality in Engagement.

Multi-Location Email Campaign Filters

If you manage Email Campaigns across multiple practice locations within Engagement, you can now filter campaigns by Recipients. Click on the Recipients column and click the checkbox next to each practice location to filter campaign results by location.

Click here to learn more about creating and tracking Email Campaigns.

Multi-Location Default Electronic Signature

Now users with access to multiple locations and signing permissions can use the same default electronic signature across multiple locations within Engagement.

Note: Access to this feature is restricted to end users that have multi-location and forms signing permissions.

To add a default signature, first navigate to the Inbox on the left side menu of Engagement. Filter the patients list by clicking on the Forms filter type.

Click Sign Document on a patient that has an outstanding form that requires a signature.

Add your electronic signature to sign the form. If you already have a default signature saved, you will see the You are using your default signature verbiage. If you do not have a default signature saved, click the checkbox to Save as Default Signature. You must have a default signature saved in order to use the same electronic signature across multiple locations.

Click here to learn more about using Electronic Signatures.

Updated App Switcher

We've made switching between Dental Intelligence modules easier to recognize by adding module icons to the App Switcher in your top navigation bar. Functionality remains the same.


WCAG Compliant Patient Scheduling Experience

The LocalMed patient scheduling experience now meets Web Content Accessibility Guidelines (WCAG). As part of this update, color hues have been enhanced and navigation is more easily accessible.


My Profile Functionality Update

User Profile functionality is now housed in the top bar navigation of Analytics. Click on the My Profile icon to access:

  • Contact information

  • Account password

  • User photo

  • Email preferences

  • Log out

Click here to learn more about Profile functionality in Analytics.

Knowledge Base

Updated Homepage & Related Articles Feature

We've updated our Knowledge Base homepage for easier navigation. Get started by clicking on any of the available collections and view articles by section or or start typing in the search bar to populate results based on your search.

We've also implemented a convenient Related Articles feature that is now available on every article in the Knowledge Base. To find the Related Articles feature, just scroll to the bottom of the article you are viewing. Continue your learning journey by clicking on the suggested articles in the section to learn more about related features available in your Dental Intelligence module.

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