The Organization Setup tab in Settings is available as part of the Engagement Module for DSO users. If you're interested in learning more, CLICK HERE to request a demo!
Streamline the set-up process of multiple locations in Dental Intelligence using the Organization Setup feature to create regions and then copy settings across multiple practices or regions.
Create Regions in Dental Intelligence
Organization admins can create regions to make copying templates, forms/consents, online scheduling services, office hours, and more easier to do across multiple locations. With regions created, organization admins can also provide user access to a specific region. When an office is added or removed from the region, user access is also automatically updated, saving you time.
Location access can only be provided to users by Organization Admins. By default, Organization Admins are set up with Admin permissions and have access to the entire organization.
Click on the Settings gear in the upper right corner, then click on the Organization Setup tab
Click on Regions
If no regions have been created yet, click on the Create Region button
Next, make the following selections:
Add a region logo/image
Add a region name
Select the practices that should be included in the region
When finished, click Create
Once your region has been created, it will show in the Regions list. Quickly see which practices are included in each region and click on the pencil icon to make changes.
Copy Practice Settings to Another Location/Region
You can copy the following content from one practice or region to another:
Content Type | Available Copy Setting |
Verbiage, all messaging types | Replace only |
Forms, all forms | Add or replace |
Consents, all templates including automation mapping | Add or replace |
Email templates | Add or replace |
Message templates | Add or replace |
Automated Communication Settings (doesn’t enable the communication) | Replace only |
Online Scheduling Services, all service types (does not include providers/operatories) | Add or replace |
Practice logos, icon and big | Replace only |
Office hours | Replace only |
Payment options | Add or replace |
Permissions presets | Add or replace |
📌 IMPORTANT: Before copying settings, ensure that you have chosen the correct practice/region and made the correct selections. If you choose to replace settings, all previous practice settings will be deleted and replaced once copied over so please proceed carefully.
Prior to copying settings from one practice/region to another, we recommend reviewing all content you'd like to copy and ensure that the proper placeholders are being used so that verbiage, forms, consents, and service types can be seamlessly implemented at the new location(s).
To copy settings from the currently selected practice, please do the following:
Click on the Settings gear in the upper right corner
Click on the Organization Setup tab, click on the Copy button in the General section
Select the region(s) or practice(s) you would like to copy settings over to
Choose the content you would like to copy by clicking on the checkbox to select it
If the content you have selected can be added or replaced, select the bubble next to the desired outcome
Make selections from the library dropdown to choose the forms/consents/templates, etc. that you will be adding or replacing
Click the blue Copy button to copy the selected features to the selected practice(s)
Once you've copied the features, use the location switcher to change the currently selected practice and view your copied settings
