Engagement: Navigating the Settings 'Practice Setup' Tab
Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

Easily manage and monitor important features such as practice contact information, appointment communications, kiosk devices, and more in the Practice Setup tab of Engagement Settings.

Within Engagement Settings, you have access to a Practice Setup tab that provides an overview of important Engagement services and information. Click on each of the sections below to learn more:

Practice Info

Before you can begin implementing all of the efficient and insightful features that Engagement has to offer, you'll need to enter general practice information like your logo and office hours.

Appointment Communication

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.


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!


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 Review Request details in Settings.

Treatment Plans

Treatment Plans in Engagement allow you to include payment options that are customizable to your practice. This ensures that patients understand the price breakdown and the available options they have to pay for the treatment that has been presented. This will increase the likelihood that they accept the treatment and gives you control over what you accept for patient payment.

Watch this short video to learn more about Treatment Plan Payment Options:

Mobile App / Loyalty

The Modento Mobile App is an app that patients use as a platform for communication that helps you to simplify and incentivize their experience. In the app, patients can achieve and redeem points through our Loyalty Program, communicate with your team, complete forms & consents and more!

Screen Pops

Engagement offers a "screen pop" feature for customers that are using VolP phone systems with a Simultaneous Calling feature. If you are interested in setting up call pops this way, please reach out to your VolP provider and confirm that they offer Simultaneous Calling.

Voicemail Drops

Voicemail drops are the quickest and easiest way to provide urgent information and personal messages to patients in the form of a voicemail.

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.

To learn how to create and send Voicemail Drops, watch this short video:


Your NPI is a unique identification number for covered health care providers. Covered health care providers and all health plans and health care clearinghouses must use the NPIs in the administrative and financial transactions adopted under HIPAA.

Add your practice NPI information in Engagement Settings > Practice Setup > Insurance.

Kiosk Devices

A Kiosk registered with Engagement allows patients to check-in on an in-office device while still keeping your practice totally paperless. Engagement gives you the ability to utilize almost any device as a Kiosk that can be used to check-in, review, fill and sign patient forms, consents and treatment plans.

The Modento Kiosk App is directly compatible with iPads, Android tablets, and Kindle Fire tablets that have a screen size of least 8". However, you can adopt other devices to become Modento Kiosks as long as they are connected to WiFi.

Click here to learn how to set up Kiosks in Engagement.

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:

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


All OpenDental and Eaglesoft users can toggle their Engagement Payments settings to do the following:

  • automatically post payments and refunds to the ledger

  • automatically archive payments and refunds that have been posted to the ledger

  • automatically send payment receipts to patients via email

Important Note for Eaglesoft Users: Eaglesoft users must be using Engagement Bridge Version 122 or higher. Click here to learn how to update your Engagement Bridge.

Click here to learn how to update your Engagement Payments settings.

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