Get a birds-eye view on all of your automated communication settings with the Engagement TouchPoints™ dashboard. You’ll know exactly what’s being sent and when, whether it’s appointment reminders, confirmation requests, or even special birthday messages.
Watch this video to learn more:
The new TouchPoints™ dashboard is a streamlined version of the Automated Communication section that was once found in Settings. For your convenience, these settings will now live in the left-side navigation menu. Just click on Follow Ups, then click TouchPoints™ to get started.
Edit or Delete a TouchPoint
By default, Engagement has added TouchPoints that your practice will most likely use for automated communication needs. TouchPoints are inactive until you configure each one to your practice standards or click on the toggle to activate it.
To edit an existing TouchPoint, click on the 3-dot menu and click Edit. To delete a TouchPoint click on the 3-dot menu and click Delete.
Learn more about editing default TouchPoints and TouchPoint types in Engagement:
Update TouchPoint Message Verbiage
During each TouchPoint setup, you can preview the message content that will be used when the message is sent.
If you need to tweak anything, just navigate to settings and update the verbiage. Click here to learn how to update verbiage in Engagement.
Add a TouchPoint
TouchPoints™ are organized by type: Appointments, Scheduling, or Other. Click on the tile category to begin adding TouchPoints.
With the desired TouchPoints™ category tile selected, click on the blue Add TouchPoint button in the upper right corner
Choose the TouchPoint type that you would like to set up in the dropdown list
Depending on the TouchPoint that you have chosen, customize message frequency, as well as how and when the message is sent by selecting either text or email
When finished, click Add to enable the TouchPoint
The TouchPoint will automatically be activated after it has been configured and messages will now be sent to patients who meet each communication criteria
Note: If the 'Add TouchPoint' button is greyed out or cannot be clicked on, doublecheck your Follow Ups permissions to ensure that you have full access to the TouchPoints dashboard. If you have full TouchPoints permission, the button has been greyed out because there are no other available TouchPoints to set up.
Quickly Disable/Enable TouchPoints
Once a TouchPoint has been configured, you can quickly disable (or enable) it by clicking on each toggle.
A green toggle indicates that the TouchPoint is active and being sent to patients. A grey toggle indicates that the TouchPoint is inactive and is not being sent to patients.
