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
Most Watched Videos
- Video: Edit Practice Information
- Video: Set Up Payment Settings
- Video: Send Patient Statements Through Mailing Service
- Video: Weekly Reports
- Video: Add Insurance Plan
- Video: Automated Patient Billing Reporting
- Video: Submit Electronic Claims
- Video: Add Service Locations
- Video: Automated Patient Billing Activity
- Video: Set Up Provider Profile
- Video: Navigate Clinical Reports
- Video: Email Balance Reminders
- Video: Navigate and Manage Reports
- Video: Text Balance Reminders
- Video: Refund Patient Payment
Recently updated
(date updated)- Publish or Remove Patient Review
- Video: Patient Intake - Add Card on File
- Patient Experience: Complete Patient Intake Form
- Video: Send Patient Intake
- Video: Publish Patient Reviews
- Video: Manage Online Presence
- Video: Navigate Performance Dashboard
- Check Status of Patient Intake
- Resend Intake Forms
- Send Intake Forms from New Appointment
- Send Intake Forms from Confirm Appointment Request
- Send Intake Forms
- New Telehealth Consent Form
- Edit Custom Form
- Deactivate or Restore Custom Form
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 Kareo Kiosk on Android
- Review Medical History Intake
- Set Up Kareo Kiosk on iOS
- Kareo Kiosk
- Duplicate Custom Form
- Edit Custom Form
- Deactivate or Restore Custom Form
- New Custom Form