Engage
Help Articles
- 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: Cash Practice Reports
- Video: Customize Reports
- Video: Other Reports
- Video: Set Up Payment Settings
- Video: Add Patient Statement Note
- Video: Refund Patient Payment
- Video: Add Referring Providers
- Video: Patient Statements Delivery Report
- Video: Activate Patient Collect (Stripe)
- Video: Add Insurance Plan
- Video: Authorize Provider for EPCS
- Video: Collection Categories
- Video: Document Medication Reconciliation
- Video: Navigate Clinical Reports
- Video: Send Patient Statements Through Mailing Service
Recently updated
(date updated)- 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
- Patient Experience: Complete Patient Intake Form
- Send Intake Forms from Confirm Appointment Request
- Send Intake Forms
- Send Intake Forms from New Appointment
- Kiosk
Recently added
(date created)- 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
- New Custom Form