Streamline the set-up process of multiple locations in Engagement using the Organization Setup feature to copy settings across multiple practices.
You can copy the following content from one practice to another:
Content Type | Available Copy Setting |
Verbiage, all messaging types | Replace only |
Forms, all forms | Add or replace |
Consents, all templates | 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 |
📌 IMPORTANT: Before copying settings, ensure that you have chosen the correct practice 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 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.
Copy Practice Settings to Another Location
If you are unable to access Settings or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access. Click here to learn how to update user permissions.
To copy settings from the currently selected practice, please do the following:
Click on the Settings gear in the upper right corner of Engagement
Click on the Organization Setup tab, then click on the Copy button
Select the 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
