Engage (UPDATED)
How to Use Tags in Engage
Adit has introduced a new way to track messages. Tags allow you to create custom color-specific associations and track messages accordingly. To create Tags, go to engage, select the Tags section, and click on Manage to add new Tags, view current ...
Understanding How Engage Works in Adit (Engage 2.0)
Adit’s Engage 2.0 brings a modern messaging system. It unifies all communication - patient conversations and internal staff chats - into one centralized, streamlined interface. Whether you are chatting with a patient, assigning a task, or ...
How to Enable Family Appointment Reminders
Family members who have appointments scheduled on the same day and share the same mobile number can receive one single family reminder instead of multiple messages for each person. To Enable Family Reminders Navigate to the Engage module. In the top ...
How To Use Canned Messages (Pre-Made Messages)
Canned messages are an effective way of relaying quick and effective communication to patients when sending the same message to patients throughout the day. Creating a Canned Message To create a canned message, start by accessing the settings within ...
How to Create an Incomplete Form Reminder
To create an appointment reminder: Navigate to the Engage module. In the top navigation menu, hover over Auto-Reminders and select Incomplete Form Reminders. If you don’t see this option in the menu, click the three dots to view the rest of the menu ...
How To Filter Out Automated Text Messages
You can filter automated messages from your conversations with Patients by following these steps: Navigate to the Engage module. In the top navigation menu, select SMS. If you don’t see this option in the menu, click the three dots to view the rest ...
How to use the ASAP list
The ASAP List makes it easy for you to reach out to patients to fill in any open slots in your schedule that occur from last minute cancellations or rescheduling. Note: The ASAP List is only available if your EHR is integrated with the Adit platform. ...
Managing Birthday Wishes
Birthday Wishes text is an easy way to create a positive experience for your patients. Note: Birthday Wishes are only available if your EHR is integrated with the Adit platform. To create Birthday Wishes: Navigate to the Engage module. In the top ...
Enabling Missed Call Texts
Missed Call Text can help your practice out when you have a busy schedule. In case any calls are missed, having a text letting the caller know they will hear from you soon can improve their experience. To enable missed call text: Navigate to the ...
Managing Schedule Confirmations
Schedule confirmations allows your patients to feel assured when their appointment has been entered, especially for those that booked an appointment online. Note: Schedule Confirmations are only available if your EHR is integrated with the Adit ...
Configure Spanish reminders
The Engage module is able to translate your automated reminders into Spanish for patients who have Spanish set as their preferred language in your EHR software. To configure a reminder in Spanish: Navigate to the Engage module. In the top navigation ...
Send a Quick Text
There are two places within the Adit platform where you can access our Quick Text feature, which allows you to send a message with any of our text-message-based tools from one convenient spot, including: Pozative review requests Appointment requests ...
Add driving directions to your appointment reminder messages
You can easily add a link to your appointment reminder messages to give your patients quick access to driving directions to your office. To add driving directions to your appointment reminders: Navigate to the Engage module. Select Auto-Reminders ...
Create and send a mass text
Mass texts allow you to deliver personalized messages to a specific group of patients all at one time. Mass Texting is useful for urgent messages, such as office closures due to weather. Mass Text Limits In order to protect your practice's messages ...
Edit status mapping
Status Mapping is a crucial step to ensure that your patients get the appointment reminders they need. This process matches the appointment statuses used in your EHR software’s schedule to the corresponding values used by the Adit platform. To set or ...
Add a recall reminder
Recall reminders can help unscheduled patients book their recare and prevent them from going inactive. Note: Appointment reminders and recall reminders are only available if your EHR is integrated with the Adit platform. To set up a recall reminder: ...
Turn a type of recall reminder on or off
You can turn recall reminders on or off at any time to ensure the right patients are getting the right messages at the right time. To enable or disable a recall reminder: Navigate to the Engage module. In the top navigation menu, hover over ...
Edit an appointment reminder
Update your appointment reminders at any time to ensure they are up-to-date and providing patients with the right information at the right time. To edit an appointment reminder: Navigate to the Engage module. In the top navigation menu, hover over ...
Add an appointment reminder
Appointment reminder messages are a valuable tool to help reduce the number of no-shows and last-minute cancellations. Reminders can be sent via text message, email, or a robo-call. Note: Appointment reminders are only available if your EHR is ...
Text a patient or respond to a patient's text
Adit’s Engage module allows you to quickly and easily communicate with your patients via text message from one easy page. To access patient texting: Navigate to the Engage module. In the top navigation menu, select SMS. If you don’t see this option ...
Popular Articles
Turn advanced scheduling on or off
Advanced Online Scheduling allows your patient to book specific services at specific times, directly into your EHR schedule. This helps streamline your scheduling and saves your staff time by allowing patients to book on their own. Note: Advanced ...
Add a service to your online scheduling form
Defining your services will allow patients to book with a particular provider in a particular operatory at a particular time, ensuring your schedule is seamless and saving your office staff time. Make sure the services are clearly defined and easy ...
Guide to Adit Notifications
Adit Voice makes it super easy to manage and view your missed calls, voicemails, eFaxes, and all of your notifications in one place. How to Quickly View Your Phone Notifications. Call Pop. When logged into the homepage of your dashboard, you can ...
Guide to Adit Academy
Welcome to Adit Academy! Adit Academy is a free online training program that offers courses designed by product experts to help you expand your understanding and use of the Adit platform. Our courses feature expert training videos and articles with ...
Send an eFax
Adit’s eFax feature uses your email to send and receive faxes so that your office can take one more step towards being paperless. In order to send an eFax from your office, your outgoing email needs to be set up and verified. Sending an eFax. You can ...