Engagement - How-To Video Channel
This channel includes all of our Engagement How-To videos
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Dental Intelligence — Practice Smarter.™
Your Learning Resources
Getting Set Up
Engagement: Adding Users
Engagement: Customizing Verbiage Messages
Engagement: Setting Up Forms and Consents
Engagement: Setting Up Your Practice
Engagement: Screen Pops
Engagement: Voicemail Drops
Engagement - Setting up Kiosks
Turning on Automation
Engagement: Setting Up Automated Forms
Engagement: The Patient Portal
Engagement: Automated Consents
Engagement: Birthday Messages
Engagement: Automated Appointment Communications
Engagement: Automated Recall Reminders
Engagement: Virtual Check-in
Engagement: Reviews
Treatment Plans and Financing Options
Engagement: Sending a Treatment Plan
Engagement: Treatment Plan Options
Engagement: Treatment Plan Refusal
Engagement: How to Use Wisetack
Forms and Consents
Engagement: Consents Overview
Engagement: How to Send Forms and Consents
Engagement: Editing Forms
Engagement: Editing Consents
Engagement: Sending Treatment Plan
Engagement: Adding Electronic Signatures
Engagement: Medical Alerts + Health History Mapping
Navigating the Dashboard
Engagement: Dashboard Overview
Engagement: Inbox
Engagement: How to Use Live Ops
Engagement: Scheduling Through LiveOps
Engagement: Send and Create Email Campaigns
Engagement: Track Email Campaigns
Engagement: How to Track Communication
Engagement: Patients
Engagement: Managing Family Settings
Engagement: Patient Card
Templates
Engagement: Email Campaign Templates
Engagement: Direct Message Templates - KB
Engagement: Social Media Templates
Engagement: Sending Newsletters
Engagement: Sending Templates
Patient Communication
Engagement: Patient Chat
Engagement: Direct Messages
Engagement: Patient Filters
Engagement: Bulk Action
Engagement: Patient Tagging Filters
Engagement: Mobile App and Loyalty Program
Team Communication
Engagement: Team Chat
Engagement: Modento Go App
Online Scheduling
Engagement Online Scheduling: Patient Experience
Engagement Online Scheduling: Action Items Dashboard
Engagement Online Scheduling: Performance Dashboard
Engagement: Online Scheduling Dashboard Overview
Engagement: Online Scheduling General Settings
Engagement: Practice Level Service Types
Engagement: Group Level Service Types
Engagement: Custom Scheduling Links
Engagement: Online Scheduling Widgets
Engagement: Invite to Schedule
Payments
Engagement: Payments Overview
Engagement Payments: Getting Set-Up
Engagement: Payment Plans
Engagement: Single Payment Requests
Engagement: Bulk Payment Requests
Engagement: Payment Terminals
Engagement Payments - Saving a Statement in Open Dental
Other Features
Engagement: Setting Up Swell Integration
Engagement: Using the Swell Integration
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Engagement - How-To Video Channel
