Dental Intelligence

Learn more about why using our standard forms offers the most streamlined and professional experience for your practice

Engagement: Standard Forms vs. Customized Forms

Get answers to frequently asked questions about editing, preparing, and sending forms and consents to patients

Engagement: Forms and Consents FAQs

Erika Gardner

Emily Allred

Patient Paperwork

Engagement: Forms Overview

Learn how to edit forms within Engagement

Engagement: How to Edit a Form

Learn how to submit a forms request ticket to create new custom forms from scratch

Engagement: Create a New Form

Learn about the available placeholders that can be used in forms and consents throughout Engagement

Engagement: Forms and Consents Placeholder Key

Learn how to prepare and send forms to patients in Spanish

Engagement: How to Prepare and Send a Form in Spanish

Learn how to send out forms automatically based on patient status or time period

Engagement: How to Set Up Automated Forms

Learn about setting up and selecting which Engagement forms to include in your New Patient packet

Engagement: How to Set Up a New Patient Forms Packet

Learn how to map the alerts from your Health History form and add medical alerts to your Practice Management Software

Engagement: Medical Alerts & Health History Mapping

This article will explain how to promote your practice's in-house membership plans through the Dental Insurance Form in Engagement.

Engagement: In-House Membership Plans for Patients Without Dental Insurance

Learn how to navigate your Consents library and make customizations to consents

Engagement: Consents Overview

Learn how to to edit and customize existing consents as well as create a new consent in Engagement

Engagement: How to Edit and Create Consents

Learn how to create and edit automated consents and save staff members time

Engagement: Automated Consents

Set Up Forms & Consents

Engagement forms and consents can be sent to a kiosk device in your office or directly to to your patient via text or email

Engagement: How to Send Forms and Consents

Learn about the writeback process for forms and consents and their saved location in your practice management software

Engagement: Forms and Consents Writeback

Learn how to print blank forms and/or consents in Engagement

Engagement: How to Print Blank Forms and Consents

See how patients will receive forms and consents after they are sent out and how they are electronically returned when completed

Engagement: Patient Experience Receiving and Signing Documents

Learn how to filter a list of patients with outstanding forms and send them a forms link reminder message

Engagement: Contact Patients with Missing Forms in Bulk

Sending and Receiving Forms & Consents

Learn more about how to set up treatment cost installment options in Engagement

Engagement: Adding Treatment Plan Payment Options

Add treatment infographics to your patient treatment plans to increase case acceptance

Engagement: Treatment Plan Images

Learn the steps to send a Treatment Plan to a patient, as well as what the patient receives and approves/declines

Engagement: Sending and Receiving a Treatment Plan

This article will show you how to manually prepare a Dentrix treatment plan within Engagement [Modento].

Engagement: Preparing & Sending a Dentrix Treatment Plan

Learn how to modify treatment plan presentation notes pulled from your practice management software

Engagement: Customizing Notes in Treatment Plan Presentation Verbiage in Open Dental

Treatment Plans

Create a custom design with text, images, and links

Live & On-Demand Webinars

Monthly Product Update

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found containing "{value}"

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

English

url(https://downloads.intercomcdn.com/i/o/550046/ffe9c4845d6a0f56afe1c87c/7f8ddb066a4da59eeb5639695ce2b1d8.jpg)