Engagement: Automation Overview

Learn about the available automated notifications, reminders, confirmations, and responses available in Engagement

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

Help your practice thrive with automated notifications, reminders, confirmations, and responses. Cut down on front office phone calls, so your dental practice has more free time to focus on increasing production each day!

Engagement offers a variety of automated options to ensure that your patients receive the communications they need with minimal manual oversight by your team. Choose to set up the following automations in Engagement:

Dental Intelligence integrates with your practice management software so it knows who needs a dental appointment reminder and when. Click here to learn more about creating appointment buffers in your practice management software.

Automated Appointment Communications

Send patient notifications when they need them without the hassle of making calls or sending manual emails. Dental Intelligence patient reminders are fully customizable so you can add the personal touch that you need. It's easy to make sure that even automated communications reflect your practice's personality and voice.

Watch this short video to learn more about the available notification options and setting up automated appointment communications:

Click here to learn about customizing message verbiage.

Click here to learn more about enabling

automated appointment communications.

Appointment Confirmations

Automated patient appointment confirmations allow patients to simply respond to a text or email to confirm and it will update their appointment status in your practice management software automatically.

Our confirmation system is smart and will recognize different responses to confirm appointments. You can choose exactly when and how many messages are sent as well as the preferred channel. After that, our appointment reminder software will automatically send the messages you have set up.

Click here to learn more about configuring

automated confirmation notifications.

Virtual Check-In Requests

As patients are becoming more accustomed to touchless experiences, incorporating a virtual check-in option can be a perfect way to increase patient engagement and practice efficiency.

Patients will receive a notification via text or the Modento Patient Mobile App to check-in for their appointment virtually upon arrival.

Click here to learn more about enabling check-in requests.

Click here to learn more about using kiosks.

Click here to learn more about setting up the Modento Patient Mobile App.


Recall Reminders

Save your office staff time, help patients keep their regularly scheduled checkup appointments, and encourage appointment bookings with our automated dental recall system. With just a few clicks, you can set up automated recall reminders with convenient online scheduling links so that your patients can take action right away!

Click here for step-by-step instructions on how to set up

automated recall reminders.

Click here to learn more about Engagement Online Scheduling.

Looking for more information about automated communication?

Check out this webinar:


Birthday Messages

Wish your patients a happy birthday by enabling the Engagement Birthday Messages. Watch the short video below to learn more about setting up birthday messages:

Before setting up birthday messages, make sure you have your birthday message template customized. Click here to learn more about setting up direct message templates.

Click here for step-by-step instructions on how to set up birthday messages.


Review Requests

Boost your practice's visibility and connect with patients by sending Online Review Requests to patients through a manual or automatic process in Engagement.

Watch the short video below to learn more about sending review requests:

Click here to learn more about setting up and sending review requests.


After Hours Auto-Responses

Ensure that patients who reach out outside of your standard business hours of operation know that you'll be in touch soon with the After Hours Auto-Responder feature in Engagement.

In just a few clicks, you can set up your office hours and responder verbiage so that your patients get the response they're waiting for automatically.

Before setting up after hours auto-responses, you must have your office hours entered so that the system recognizes the correct time to send out responses. Click here to learn more about setting up office hours.

Once your office hours are confirmed, ensure that the after hours message verbiage has been customized to include your practice personalization.

Click here to learn more about customizing verbiage.

Click here for step-by-step instructions on how to enable

the after hours auto-responder.


Creating Appointment Buffers in Your Practice Management Software

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