Engage - FAQ

Here are answers to some frequently asked questions about the PracticeQ + Engage integration:

Can I keep sending my PracticeQ emails while I set up my Engage message templates?

• Yes! Take your time setting up your Engage templates. This article will guide you through the process. Once you are ready to turn off certain PracticeQ emails and replace them with Engage messages, you will press the START NOW button in More → Settings → Integrations → Engage.

Can I limit Engage access for specific staff members?

• Not at this time. Every staff member with PracticeQ login credentials can access Engage from the toolbar.

The Engage Account Setup window requires a website, but my practice doesn't have one. What should I do?

• If your practice has a Facebook business page, provide the URL. This should suffice for Engage registration.

Does each office location in Engage have a different texting number?

• Yes. Each location has its own outgoing number. To view this number at any time, go to Engage → Location Details and refer to the Texting Phone field.

Can I set up custom reminders based on Patient Groups?

• Yes! The article Filter a Message by Patient Group will show you how!

Does each Practitioner need to set up Engage access individually?

• No - once the practice sets up the Engage integration, all Practitioners will have access!

How can I tell if a reminder is for a Telehealth appointment?

• If you check the box labeled Telehealth in the reminder settings,  you will see a computer icon next to the appointment reminder.

What is the difference between an appointment reminder and a confirmation reminder?

• An Appointment Reminder in Engage is a simple message stating that a client has an appointment. It does not request a response from the client.
• Confirmation messages in Engage work differently. A Confirmation Request reminds the client of their appointment AND asks them to confirm the appointment by texting back "C" or clicking an email link.
• If a client responds to a Confirmation Request, no other confirmation messages (Confirmation Request Reminders) will send.
• If a client does not respond to a Confirmation Request, a Confirmation Request Reminder will send, again asking them to confirm their appointment.

What is a broadcast?

• A broadcast is a mass text you can send to a group of clients. You can create the client group by selecting from the schedule, choosing the clients individually, or uploading a contact list. To set up a broadcast, read the article Send a Broadcast Message.

What is a campaign?

• A campaign is a mass email that you send to a group of clients. Create the client group by selecting from the schedule, choosing the clients individually, or uploading a contact list. To set up a campaign, read the article Create a Campaign.

What is a recall?

• Engage's recall function is similar to PracticeQ's Time to Book Again email. In Engage, you can send both emails and texts to clients who are due to schedule their next appointment. 
• For more information on setting up recall messages, read the article Set Up Recall Requests.

For more about Engage and how you can add it to your PracticeQ account, click here.