Dental Intelligence Knowledge Base

Engagement

Set up automation, digitize forms, send bulk messages, and more!

Webinars & Videos

Engagement: On Demand Webinar Library

Engagement: How To Video Channel

Engagement Settings

Dental Intelligence Overview

Engagement Bridge_{4 articles}

Manage Account Users & Practice Information_{9 articles}

Kiosks_{3 articles}

Screen Pops & Pop-Up Notifications_{5 articles}

TouchPoints™ Automation

Engagement: Automated Communication FAQs

Patient Timeline: From Invite to Check Out

Engagement: Customizing Verbiage

Appointment TouchPoints™_{7 articles}

Scheduling TouchPoints™_{3 articles}

Other TouchPoints™_{2 articles}

Patient Paperwork

Engagement: Standard Forms vs. Customized Forms

Engagement: Forms and Consents FAQs

Set Up Forms & Consents_{12 articles}

Sending and Receiving Forms & Consents_{5 articles}

Treatment Plans_{7 articles}

Patient Messaging

Engagement: Choosing the Right Delivery Channel

Engagement: Common Text Message Error Codes and How to Resolve Them

Engagement: Manual Communication FAQs

Message Templates_{3 articles}

Sending Messages_{4 articles}

Patient Chat_{2 articles}

Voicemail Drops_{2 articles}

Opt Patients In/Out of Messaging_{2 articles}

Phone Number Porting_{5 articles}

Email Campaigns

Engagement: Email Campaigns FAQs

Using the Email Template Builder_{2 articles}

Sending Campaigns_{4 articles}

Engagement: Personal Assistant

Engagement: Signing Forms

LiveOps®: Overview

LiveOps®: Schedule, Quick-Fill, and Confirm Appointments

LiveOps®: Update Seated Patient Status

LiveOps®: Prepare a Patient for Check Out

LiveOps®: Move Patients from Stage to Stage

LiveOps®: How do I resolve the "Selected time is too soon from now" alert?

Scheduling Center

Engagement: Scheduling Center

Patient Finder Dashboard

Engagement: Patient Finder Dashboard Overview

Engagement: Bulk Action Overview

Engagement: Patient Finder Filters

Engagement: Patient Card Overview

Engagement: Using Patient Tagging Filters

Engagement: How to Mark Forms and Health History Updates as Completed

Engagement: Managing Family Settings

Engagement: Unlinked Patients

Engagement: How to Run a Patient Sync

Engagement: What do the icons next to patient names mean?

Engagement: Why are Primary Providers showing up under Secondary Providers in the Patient Finder Dashboard?

Engagement: How to Deactivate or Reactivate Patients in Dentrix Ascend

Communication Dashboards

Engagement: Track Sent and Scheduled Communication

Engagement: Viewing Commlogs in Open Dental

Engagement: How to Adjust Where Communication Appears in Eaglesoft

Online Scheduling

Engagement: Online Scheduling Feature Comparison

Engagement: Online Scheduling Overview

Engagement: Online Scheduling Troubleshooting

Online Scheduling Configuration_{3 articles}

Online Scheduling Links & Widgets_{2 articles}

Online Scheduling Action Items & Performance_{3 articles}

Inviting Patients to Schedule_{4 articles}

Online Scheduling Google Integrations_{4 articles}

Best Practices by Practice Management Software_{2 articles}

Set Appointment Buffers in Your PMS_{4 articles}

Engagement: Automated Insurance Eligibility Verification

Engagement: Where does Eligibility pull patient insurance information from within my practice management software?

Engagement: Supported Payers for Eligibility

Engagement: Swell Overview

Engagement: Setting Up Swell

Engagement: Integrating the Swell Webchat Widget

Rewards Dashboard

Engagement: How to Set Up Rewarded Actions and Rewards for Your Loyalty Program

Engagement: Sending Loyalty Points Manually

Engagement: Redeem Loyalty Points

Engagement: Team Chat

Modento Patient Mobile App

Modento Patient Mobile App: Set Up

Engagement: Invite Patients to Use the Modento Patient Mobile App

Modento Patient Mobile App: Patient View

Team Tasks (Beta)

Engagement: Team Tasks (Beta)