Engage
Help Articles
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- Engage Videos
- Video: Create Custom Intake Form
- Video: Engage Introduction
- Video: Manage Online Presence
- Video: Navigate Performance Dashboard
- Video: Patient Intake
- Video: Patient Intake - Add Card on File
- Video: Publish Patient Reviews
- Video: Send Patient Broadcast
- Video: Send Patient Intake
- Video: Send Patient Recall
- Video: Send Post-Appointment Survey
- Video: Set Up Surveys and Reviews
Most Watched Videos
- Video: Email Balance Reminders
- Video: Enroll for ePrescribing
- Video: Add Referral Sources
- Video: Calendar Settings
- Video: Required Encounter Fields
- Video: Navigate Clearinghouse Reports
- Video: Monthly Reports
- Video: Automated Patient Billing Reporting
- Video: Navigation Dashboard
- Video: Collect Payment (Pre-Visit)
- Video: Add Patient Statement Note
- Video: Refund Patient Payment
- Video: Add Referring Providers
- Video: Patient Statements Delivery Report
- Video: Activate Patient Collect (Stripe)
Recently updated
(date updated)- Patient Experience: Credit Card Authorization (Stripe)
- Patient Experience: Complete Patient Intake Form
- Send Intake Forms from New Appointment
- Send Intake Forms from Confirm Appointment Request
- Send Intake Forms
- Navigate Patient Intake Settings
- Set Up Kiosk on iOS
- Set Up Kiosk on Android
- Video: Send Post-Appointment Survey
- Video: Send Patient Recall
- Navigate Performance Dashboard
- Edit ROI Calculator Unit Values
- Manage Surveys & Reviews Settings
- Navigate Surveys & Reviews
- Publish or Remove Patient Review
Recently added
(date created)- Patient Experience: Credit Card Authorization (Stripe)
- Video: Patient Intake - Add Card on File
- Video: Publish Patient Reviews
- Video: Create Custom Intake Form
- Video: Send Patient Intake
- New Telehealth Consent Form
- Review Screening Tools Intake
- Send Intake Forms
- Set Up Kiosk on Android
- Review Medical History Intake
- Set Up Kiosk on iOS
- Kiosk
- Duplicate Custom Form
- Edit Custom Form
- Deactivate or Restore Custom Form