Engagement: Consents Overview
Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

Engagement provides you with a library of industry standard consents that were created and developed by our team members with firsthand experience in the dental field. Our consents require minimal customizations so that you can start using them right away, with just a few small changes.

Note: In order to edit Consents in Engagement, you must be an Admin user. If you are an Admin user and don't see the Edit pencil icon, please contact Support for assistance.

In this article, you'll learn about:


Editing and Creating Consents

Consent Customization Options

Within Engagement, you have the ability to make the following changes to consents on your own:

  • Create a new consent from scratch

  • Modify existing fields

  • Add new consent fields

  • Create a new page in an existing consent

Need to make other changes? Please contact Support for help with the following:

  • Modifying consent names

  • Modifying/removing non-editable fields

  • Changing the consent category

  • Deleting consents

Please submit your consent change requests to support@dentalintel.com. Please allow 3-5 business days for your customization request to be completed.

Edit an Existing Consent

  1. Click on Settings by clicking on the gear icon in the upper right hand corner

  2. Select the Consents tab

  3. Search for consents in the library using the search bar or click on each category to view Sub Categories

  4. Click on the pencil icon (Note: If you are an Admin user and don't see the Edit pencil icon, please contact Support for assistance)

  5. Select a Page and click into the content

  6. To edit a consent, select the text line or text box and begin typing, then choose to add placeholders

    Did you know? You can add images to consents. Dental Intelligence offers a library of common treatment procedure infographics that you can use to help educate your patients and make accepting treatment plans even easier!

  7. Select Publish at the top right hand side of your screen when changes are complete

Create a New Consent

  1. Access the Settings by clicking the gear icon in the upper right hand corner

  2. Select the Consents tab

  3. Click on the Create a new consent button

  4. Follow the same steps listed in the Editing Consents procedure to create body content, formatted questions, add placeholders, etc.

  5. Select Publish at the top right hand side of your screen when changes are complete

Click here to learn more about editing and creating consents.


Automated Consents

Automated consents will save your practice time by including the consent in automated appointment reminders.

Automated consents are consents that have been linked to a specific procedure code and do not contain custom placeholders. Placeholders in automated consents are not mandatory. However, consents with placeholders can only be automated if they include any of the three following placeholders that can be filled automatically:

  • {{tooth_or_site}}

  • {{provider}}

  • {{appointment_date}}

Get started using Automated Consents by watching this short video:

Click here to learn more about setting up automated consents.


Placeholder Key

Placeholders can be applied when editing consents (and forms) to personalize the patient experience. Placeholders use a Variable Code that will auto-fill with patient or practice information pulled from your Practice Management Software or the Practice Info section in Engagement Settings.

Review the Placeholder key below to understand the Variable Codes that can be applied:

Placeholder

Variable Code

Full Name

{{patient_name}}

First Name

{{patient_first_name}}

Preferred Name

{{patient_preferred_name}}

Initials

{{patient_initials}}

Date of Birth

{{patient_dob}}

Address

{{patient_address}}

Email Address

{{patient_email}}

Phone Number

{{patient_phone}}

Guardian Name

{{patient_guardian_name}}

Guardian Initials

{{patient_guardian_initials}}

Provider on Next Visit

{{patient_next_provider}}

Appointment Date & Time

{{patient_appointment_date_time}}

Appointment Date

{{patient_appointment_date}}

Appointment Time

{{patient_appointment_time}}

Practice Name

{{practice_name}}

Practice Address

{{practice_address}}

Practice Email Address

{{practice_email}}

Practice Phone Number

{{practice_phone}}

Practice Doctor

{{practice_doctor}}

Practice All Doctors

{{practice_all_doctors}}

Today’s Date

{{today_date}}

Click here to learn more about the placeholder key.


Send Consents to Patients

Are you ready to say goodbye to endless charts, files and paperwork? Engagement forms and consents make it easy for your office to go paperless.

Watch this short video to learn how to send forms and consents to a kiosk in your office or directly to your patients via text or email:

Click here to learn more about how to send consents to patients.


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.

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