Engage - Toolbar Explained

When you open Engage from PracticeQ, you see a blue toolbar to the left. These are the actions you can perform under each toolbar item.

Dashboard

• View a Messaging Breakdown - how many of each message has been sent in the date range on the top right
• Review number of Confirmed Appointments and Confirmation messages sent
• Note how many phone calls were avoided by automated messaging
• View number of filled EasyFill requests
• Audit how many clients opted out
• Note how many public reviews/feedback requests were completed for your practice

Patient Communicator

• View all messages between the practice and clients. 
• Use the search bar next to the gear wheel to search for specific clients.
• Use the Focused inbox to see messages with unique responses that will likely require your attention.
• Start a new Conversation, send a Broadcast or view your Scheduled Messages.
• For more information on the Patient Communicator, read articles Send a Message in the Patient Communicator and Check Messages in the Patient Communicator.

Appointments

• See all scheduled visits for your clients in the Schedule tab.
• View the Schedule in Week, Day or List form.
• Easily see which appointments are confirmed and missed.
• Use the Message Logs tab to see all automated messages sent in the last 30 days, such as Appointment Reminders, Confirmation Requests, Recall Requests, Missed Appointment Reminders, and Birthday Reminders. 
• Filter the Message Logs list by Method (text or email) or Reminder Type. This is a great way to audit the messages going out and to verify if a message was sent successfully to a client.

Campaigns

• Send Campaigns, which are mass emails sent to a group of clients.
• Use the Templates tab to select default and custom campaign templates.
• Use the History tab to see the campaigns you have sent already and the ones you have scheduled to send in the future.
• For more information about Campaigns, read the article Create a Campaign. 

EasyFill

• The EasyFill feature finds open spots on the schedule due to cancellations/reschedules and offers them to clients on a waitlist.
• Use the Waitlist tab to see clients who wish to be alerted of open slots.
• Use the Requests tab to see the EasyFill requests the practice has sent and their statuses.
• For more information on this feature, read the article How EasyFill Works.

Review Management

• Link your social media sites (Google and Facebook) to see public reviews of your practice.
• Request and view internal feedback.
• Set up how review requests are sent, and to whom.
• For more information on this feature, read the article Review Management Settings.

Patient Recall

• Set up messages to remind clients that they need to schedule their next visit.
• Tailor the settings to control how these messages are sent and to whom.
• For more information, read the article Set Up Recall Requests.

Location Details

• Update your practice information.
• Upload your logo.
• Set your office hours.

Manage Users

• Select the Engage notifications you do or do not wish to receive to your email.
• For more information, read the article Manage Email Notifications for Practice Staff.

Patients 

• Use the Patients tab to view clients who have synced from PracticeQ.
• Use the Non-integrated Patients tab to view contacts that you have manually uploaded to Engage.
• For more information on uploading contacts, read the article Bulk Upload of Contacts.

Templates

• Customize your automated templates, such as your Appointment Reminders, Confirmation Requests, and Recall Requests.
• Customize the templates for other features, such as EasyFill.
• For more information, read the article Template Set Up.

Patient Groups

• Set up groups of clients based on Treatments, Practitioner and Demographics.
• Add, edit, or remove patient groups at any time.
• For more information, read the article Create Patient Groups.

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