Questions about Engagement pop-up notifications

Questions about the Inbox

Questions about caller ID pop-ups

Questions about in-app announcements in Engagement

If you would like to enable Engagement pop-up notifications, follow along with our step-by-step guide here.

If you have Engagement pop-up notifications enabled, you cannot turn off notifications based on notification type (ie, just Patient Chat notifications). Disabling pop-up notifications will disable all notifications.

The Inbox is a tool you can use to stay on top of appointment requests, completed paperwork, patient payments, messages, and more.

Use the filters on the left side of the Inbox to filter notifications by type.

Click on the blue actions in each line item to view details, download/preview attachments, post payments to the ledger, and sign forms.

When finished, mark each notification as read to archive it and keep your Inbox organized. Click on the checkbox in the upper right corner of the notification and then click Confirm.

Filter Inbox notifications by clicking on the filter types in the left side of the Inbox:

Deselect currently chosen filters by clicking on them again.

Inbox notification types cannot be modified at this time. To make sure that your Inbox remains organized and decluttered, it's important to archive notifications once they are completed/acted upon.

To mark a notification as read and archive it so that it no longer shows in the Inbox, click on the checkbox in the upper right corner and then click Confirm.

If you've accidentally archived a notification, you can move it back into the Inbox in just a few clicks.

If your Inbox is empty, it's likely because all notifications have been archived. To view all archived messages, click on Archived in the left side menu of the Inbox.

If you are unable to perform Inbox actions, 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.

In order to enable caller ID pop-ups (also known as call pops or screen pops), you must be using a VolP phone system with a Simultaneous Calling feature. Click here to learn more about the details of enabling caller ID pop-ups.

Yes, if your practice utilizes a a VolP phone system with a Simultaneous Calling feature, you can set up a pop-up that appears on your computer(s) whenever a patient calls your office. We call these "screen pops." Click here to learn more about the details of enabling caller ID pop-ups.

With screen pops enabled, when an existing patient calls the practice their name will show in the notification in the lower right corner of your computer display. Clicking on the notification will open the patient card where you can view all of the patient's details. Click here to learn more about the patient card.

In-app announcements keep you and your team informed on important product updates, alerts, webinars, and other Dental Intelligence events. In-app announcements cannot be disabled. While we always do our best to keep these announcements brief, please be sure to read through these messages to ensure you stay informed on the latest Dental Intelligence happenings.

To clear an announcement from your dashboard, click on the X in the upright corner, or click Snooze (if available).

Please note: Snoozing the announcement will only clear the announcement pop-up from your current session. The next time you log in, the message will show again.