Questions about Engagement pop-up notifications

Questions about Personal Assistant

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 Personal Assistant is a tool you can use to stay on top of appointment requests, completed paperwork, patient payments, messages, and more. Learn more in our overview article.

Filter notifications by clicking on the Category dropdown in the Personal Assistant dashboard:

Deselect currently chosen filters by clicking on them again.

Notification types in the Personal Assistant 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. Learn how to archive notifications here.

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

If your Personal Assistant inbox is empty, it's likely because all notifications have been completed and/or archived. To view all archived messages, click on Archived in the Personal Assistant header.

If you are unable to perform Personal Assistant 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.