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Engagement: Bulk Action Overview
Engagement: Bulk Action Overview

Using the Bulk Action feature in Engagement makes it easy to communicate with a group of patients with just a few clicks

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

Many times, it makes sense to communicate with more than one patient at a time to reduce the amount of time you spend preparing messages. The Bulk Action feature in Engagement allows you to create patient lists, send mass emails, texts, voicemails, review requests, forms/consents, and more!

Available Bulk Actions

Engagement offers the following Bulk Action options:

Additional internal Bulk Actions:

If you are unable to access any of these features or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.


Patients Dashboard

Create and Save Patient Lists in the Patients Dashboard

Before sending out a bulk action, filter patients in Engagement to capture only a specific group. The Engagement Patient dashboard allows you to manage your patient database and view patients' contact information, appointment history, and treatment plans.

Click on the dropdown arrows available in each column to apply filters and create patient lists.

Columns that have filters applied will turn green. Click on the Save Filter option in the upper right corner to save the selected filter combination to your Filters Library so that you can quickly navigate to it for future use.

Access the Bulk Action Dropdown Menu

To send a mass communication to multiple patients at once, filter the patients list and then click the ☑️ checkbox to select all. Choose Bulk Actions and then click on the desired communication type from the dropdown list to open the task window.

Bulk Direct (Text) Messages

Engagement has set limits for texts that are sent in bulk. Texts in Engagement are limited to 250 per hour for Bulk Messaging.

Why are texts limited to 250 messages/hour? Text messages should only be used to send important office updates to impacted patients. Sending mass text messages runs the risk of the number being flagged as marketing/spam by carriers and not being able to communicate with patients via text. If your filtered list exceeds 250 patients, try using the age filter to reduce the size of your list.

Learn more about sending text messages in Engagement:

Bulk Emails

Engagement has set limits for emails that are sent in bulk. Emails in Engagement are limited to 15,000 per hour for Bulk Messaging. As a general rule of best practices, marketing should always be done via email.

Learn more about sending emails in Engagement:

Bulk Voicemail Drops

Voicemail drops are a quick and easy way to provide urgent information and personal messages to patients in the form of a voicemail message.

Voicemail Drop credits are required in order to use this feature. Each voicemail sent will require one credit. If voicemails are not delivered or if the patients voicemail box is full, you will not be charged for that credit.

Learn more about using Voicemail Drops in Engagement:

Bulk Online Scheduling Requests

Online scheduling saves time and increases efficiency for both your practice and its patients. By allowing patients to schedule appointments online, your practice can:

  • Reduce phone calls

  • Save time on administrative tasks

  • Focus on patient care and other tasks

  • Improve patient satisfaction by providing more flexibility and convenience

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

Learn more about Engagement Online Scheduling in Engagement:

Bulk Review Requests

Once your Review sites have been added in Engagement Settings, easily send out bulk Review Requests to patients automatically after their appointment has ended.

Learn more about setting up and sending Review Requests in Engagement:

Bulk Forms/Consents Requests

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:

Learn more about using digital Forms and Consents in Engagement:

Bulk Appointment Reminders

Reminding your patients of their appointments and ensuring they confirm ahead of time, will also help to avoid no shows and cancellations! Watch this short video to follow along with the step-by-step process of enabling automated appointment communications:

Learn more about Automated Appointment Reminders in Engagement:

Bulk Check-In Requests

Automated Check-In Requests will simplify the check in process for you and your patients by going mobile! Watch this short video about how to enable Automated Check-In Request Notifications and start sending them to patients:

Learn more about Check-In Requests in Engagement:

Bulk Mobile App Invitations

The Modento Mobile App is an app that patients can use as a platform for communication that helps you to simplify and incentivize their experience.

In the app, patients can build and redeem loyalty points, communicate with your team, complete paperwork, and more!

Learn more about the Modento Patient Mobile App:

Bulk Payment Requests (Available to Payments Admin Users Only)

Save even more time by sending patient payment requests in bulk! With Engagement Payments, you can filter a list of patients and subsequently send a payment request with just a few clicks for offices using Clearent as its payment merchant.

Interested in adding Engagement Payments with Clearent? CLICK HERE and one of our representatives will reach out to you to help you get set up.

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

Learn more about Engagement Payments:

Bulk Automated Insurance Eligibility Verification (Available to DI Insurance Subscribers Only)

Reduce your chances of providing services for patients without insurance coverage and provide your patients with more informed cost estimation with integrated batch eligibility verification within Engagement. Learn more about automated eligibility verification here.

Interested in adding DI Insurance to your subscription? Click here to contact a representative and learn more about getting set up.


Internal Bulk Actions

In addition to all of the bulk patient communication actions available in Engagement, you can also simplify your internal administrative practices by using these bulk actions:

Sync Selected Patients with Practice Management Software

Push a patient sync with your practice management software in bulk. This is commonly used when any patient demographic changes (name, phone, email) are made.

If changes to patient appointments are made in your practice management software, Engagement will automatically update those changes overnight. However, if a last minute change is made, you will need to click the sync patient.

To update the patient with any recently changed information, click on the Synchronize patients with PMS option to sync the changes with your practice management software.

Print / Export CSV

If desired, select a list/group of patients and then click on Bulk Actions > Print patients or Export to CSV.

Delete Unlinked Patients in Bulk

Need to delete unlinked patients from your dashboard? Delete up to 5000 unlinked patients at once by clicking on the checkbox to select Bulk Actions, then click Delete unlinked patients.

Important note: Linked patients will not be deleted even though they may be included in your selection.

Update Patient Tags in Bulk

Save time updating patient tags by applying them in bulk using Bulk Action! From the Bulk Action dropdown, choose Update tags and then click on the desired

☑️ checkboxes before clicking on Apply to save your changes.

Click here to learn more about tagging patients in Engagement.

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