Engagement provides you with a library of industry standard forms that were created and developed by our team members with firsthand experience in the dental field. Our forms require minimal customizations so that you can start using them right away, with just a few small changes.
In this article, you'll learn about:
Form Customization Options
With the Forms and Consents Editor setting permissions enabled, you can make the following changes to existing forms:
Modify form field names
Modify form field verbiage
Add new form fields
Mark form fields as required/not required
Delete or hide form fields
Add/remove placeholders in body copy
Add new pages in existing forms
Access Forms in Engagement Settings
To access the forms library in Engagement, click on the Settings gear in the upper right corner and then click on the Forms tab.
Preview forms by clicking on the Default or Minor buttons to open the form in a new window.
Default forms are forms that should be used by adult patients or patients who haven't yet provided a birthdate.
Minor forms are forms that should be used by minor/child patients.
We recommend you look through the existing forms library to identify if there are any changes that need to be made to customize them to meet your practice needs.
To get started editing forms from Engagement settings:
Click on the Forms tab and then click on the pencil icon next to the form that you would like to edit
The selected form will open in a new window. Before you begin making changes, ensure that the autosave feature is selected by clicking on the three-dot menu in the form editor view, then click the autosave toggle button
Select a form page in the left side navigation and click into the content
To edit the form question/line item content, select the text line or text box and enter in needed changes
Use the plus sign bubble (+) to add new fields and formatted questions
Select Publish at the top right hand side of your screen when changes are complete
Select Patients from the menu on the left
Click on the three-dot menu
Select Forms, then click on Prepare forms and consents
Follow the task window prompts to choose where to send the forms to, select the delivery channel, add forms/consents, and other settings. When finished, click to Send and Close the window or Just Send
Choose When/How Often Forms are Sent to Patients
Save your team time by setting up forms to be sent out automatically depending on patient status or time period.
Watch the video below to learn more about how to set up automated forms:
Medical Alerts & Health History Mapping
By default, Engagement pulls all existing Medical Alerts that are added to your Practice Management Software. You have the option to Auto Map these alerts to the questions existing in your Health History forms.
First, medical alerts need to be added to your Practice Management Software. Once alerts have been added, allow 24 hours for the alerts to sync with Engagement, then follow the alert mapping process outlined in the video below.
Offer In-House Membership Plans to Patients Without Dental Insurance
Dental Intelligence makes it easier than ever to promote your in-house membership plan to patients who do not have dental insurance.
When a patient fills out a dental insurance form through Engagement and selects that they do not have dental insurance, you can enable a setting that will trigger another question that asks if they would like to hear more about your practice's in-house membership plan. If they select yes, they will automatically be sent a link with additional information.
Follow these step-by-step instructions to learn how to enable this feature for your practice:
Access Settings by clicking on the gear icon in the upper right corner
Click the Services tab and then click on Resources. Locate the Membership Plans Info field and provide a URL to a landing page with information about your membership plan(s). Generally, this is a link from your practice website.
Once your membership plan link has been added, any time a patient answers "No" when asked for dental insurance, an additional question will appear, asking if they are interested in learning about in-house membership plan options.
Watch our Forms and Consents Webinar!
Learn from your hosts Emily and Eric about the most effective methods for streamlining and adjusting your forms and approvals prior to activating automated appointment reminders. Grasping this concept is crucial, as it stands as one of the most influential functionalities within Engagement.