Dental Intelligence

Learn about the available automated notifications, reminders, confirmations, and responses available in Engagement

Engagement: Automation Overview

Discover the power of TouchPoints™ and the simplicity of having full visibility into your communication processes

Engagement: TouchPoints™

Learn how to customize the verbiage of your automated Engagement messages

Engagement: Customizing Verbiage

Get answers to questions about automated communication functions in Engagement

Engagement: Automated Communication FAQs

Follow along on a typical patient journey and all of the Engagement TouchPoints along the way

Patient Timeline: From Invite to Check Out

Erika Gardner

Rade Obradovic

Emily Allred

TouchPoints™ Automation

Learn how hygiene appointments are identified in Engagement according to your practice management software

Engagement: How are Hygiene Appointments Categorized?

Configure and activate your automated appointment TouchPoints™ in Engagement

Engagement: Automated Appointment Messages

Learn how confirmations in Engagement work with your practice management software to automate appointment communication and save time

Engagement: Automated Appointment Confirmation Requests

Learn how to enable automated check-in requests in Engagement

Engagement: Virtual Check-In Requests

Get answers to questions about sending online review requests to patients and collecting reviews for your practice

Engagement: Review Request FAQs

Understand how manual and automatic review requests are sent through Engagement

Engagement: Review Requests

Learn how to set up automated post-op instructions and enable the Post-Op Instructions TouchPoint

Engagement: Automatically Send Post-Op Instructions to Patients After Their Appointment

Appointment TouchPoints™

Learn how to enable automated recall reminders with Engagement Online Scheduling

Engagement: Automated Hygiene Recall Reminders

Engagement: Appointment Cancellation Notifications

Set up the Outstanding Treatment TouchPoint to contact patients with current outstanding treatment and get them on your schedule

Engagement: Automated Outstanding Treatment Scheduling Reminders

Scheduling TouchPoints™

Learn how to set up birthday messages that can be sent automatically to patients in Engagement

Engagement: Automated Birthday Messages

Birthday Message TouchPoint™

This article will include instructions to set up appointment buffers in Engagement using custom procedure codes in Open Dental

Engagement: Creating Appointment Buffers in Open Dental

This article will include instructions to set up appointment buffers in Engagement using custom procedure codes in Eaglesoft

Engagement: Creating Appointment Buffers in Eaglesoft

This article will include instructions to set up appointment buffers in Engagement using custom procedure codes in Dentrix

Engagement: Creating Appointment Buffers in Dentrix

Learn how to set up appointment buffers in Engagement using custom procedure codes in Dentrix Ascend

Engagement: Creating Appointment Buffers in Dentrix Ascend

Set Appointment Buffers in Your PMS

Create a custom design with text, images, and links

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