Engagement Settings

User Settings

User Profile

Information related to the specific user is stored here. You may update:

  • Email (username)
  • First/ Last Name
  • Landing Page
  • Contact Information
  • Password
  • Signature
  • Notification preferences

Pending Emails

Any email invitations that have not gone through can be viewed here. You may resend the invitation, delete it, or merge it with another using the actions.

PMS Integrations

This shows when the integrator last synced with your practice management system and when it will sync next. It also displays the status showing whether it is online.  Syncs occur every 30 minutes (pulling info from your PMS) such as updated appointments, new patients etc.  You can manually trigger an instant sync here. 

Labs Referrals

Add and manage your existing labs/referrals.

To Add a Lab/Referral

1. Select the ‘Add Labs & Referrals’ tab at the top of the page. 

2. Enter the relevant information to perform a search. 

3. Click ‘Search

4. Click + to add the referral.

Feature Settings

Patient Messaging Settings

Manage quick messages used within Patient Messaging in this section.

Create a Quick Message

1. Click the appropriate New Quick Message button (SMS is at the top, Email is at the bottom). 

2. Enter a title and message for your quick message. 

3. Click Save.

Actions

Form Settings

Forms Management

Create, edit, automate, and delete forms and/or packets in this section.

Create a Form

1. Select ‘New Form’

2. Enter your form settings including Name, Header (if applicable), Logo, and Description.

3. Select the + sign on the form.

4. Select the field you want to add to the form. You can drag and drop it where you would like on the page. 

5. Once you have the form as you like, select ‘Save Form’.

Create a Packet

1. Select ‘New Packet’

2. Name your Packet

3. Select the form(s) from the dropdown menu you wish to add.

The forms will be placed in the order selected. If you wish to change the order select the upper or lower arrow located to the right of each form.


4. Select ‘Save’ when you have all the forms you want to add selected.

Set Up Automated Forms

Note: This can only be set up by an administrator.

1. Click the checkbox to indicate your new patient packet(s).
Packets are available for ‘New Patients’ and included in the new patient Welcome Letter.

2. Click the drop-down menu in the Existing Patients column.
Individual forms are available for Existing Patients and included in the following message types.*

  • Save-the-date 
  • Appointment Reminders
  • Appointment Confirmations

*Note: All individual forms are combined into one form session when filled by the patient

3. Select the availability rules for each Form.

a) With Reminders, these changes will save automatically, so no further action is required.

b) Without Reminders, a popup will appear directing you to schedule a consultation to get it added.

4. Activate the Confirmation Message.

a) If your Practice Management System is not connected an error message will be displayed.

5.  Update Sync Settings

Allows you to determine how Forms will be sent back to your Practice Management System.

1. Automatically Write Back to PMS: (Default)
Auto delivers all forms and data to the patient’s chart without intervention.

2. Manual Only:
Forms are delivered to your Filled Forms page & require manual linking to send back to your Practice Management System.

Actions

Preview    – Opens the form as your patient will view it. 

Arrange    – Change the order of forms in your packet. 

Edit – Edit the form. 

Copy – Copy the form. 

Share – Add the form to your website, welcome letter, or send via text/email. 

Quick Messages  – Allows you to choose which quick message loads when the form is selected. 

Quick Messages

Quick messages are automated messages that load into your text or email to send to patients. Using automated messages allows your practice to stay consistent as well as saves you time from having to type up each message when sending communication out to your patients.

Create a New Quick Message

1. Click on the ‘New Quick Message’ button next to the appropriate option; SMS or Email. 

2. Enter the title, subject, and message

3. Click ‘Save Changes’.

Actions

Reminder Settings

Enrollment

This section holds settings about the patient portal.

  • Toggle the switch on/off to automatically send an enrollment email to new patients. 

Note, that the Master Reminders campaign button must be activated to initiate the sending of the notices automatically.

  • Use the ‘Send Invitation’ button to send the enrollment letter to existing patients, as a one-time manual request.

Appointment Reminders

Quickly view when your reminders are scheduled to be sent out to your patients. As you toggle notices on/off this will update to reflect those changes.

Each reminder type is listed individually.

Each reminder type is listed individually.

Edit Communication Preferences

1. Click the gear icon on the reminder that is being updated.

2. Choose the updates you would like to make. 

3. Select ‘Save Changes’.

Choosing a Template

1. Click the dropdown to select the template your office would like to use for each notice. 

  • Email Save The Date – Email sent when a new appointment is created
  • Text Save The Date – Text sent when a new appointment is created
  • Email Reminder – Email reminder of upcoming appointment
  • Email Confirmation – Email asking patient to confirm their appointment
  • Text Reminder – Text reminder of upcoming appointment
  • Text Confirmation – Text asking patient to confirm their appointment
  • Voice Reminder – Voice reminder of upcoming appointment
  • Voice Confirmation – Voice asking patient to confirm their appointment

*All of the above have a family option as well. This means the notice will only be sent to the Responsible Party.

Recall Reminders

If Recall has not been purchased a marketing email will be shown when the Recall Reminders tab is selected. Click on the ‘Learn More’ link to schedule a time to speak to our Sales team!

If your practice has purchased Recall, you can visually view when your recall reminders are scheduled to be sent out to your patients. As you turn on your recall reminders, your visual campaign will update.

Each recall type is listed individually.

Birthday Reminders

PMS Sync

  • Select/deselect any recall options. 

Note: Avoid selecting procedures that you would not typically remind patients of, such as BWX.

  • Select ‘Save Changes’.

Quick Messages

Create a New Quick Message

1. Click on ‘New Quick Message’. 

2. Enter a title for the message. 

3. Enter the message

4. Click ‘Save’.

Note: You can insert the optional placeholders in your message to save time! By using the insert the system will automatically insert the applicable information.

Actions

Settings

Statistics show how many messages have been sent out for the month.

General Settings
Text/Email Settings
Voice Settings
Postcard Settings

NOTE: Postcard purchases will be used until depleted, then the selected package will automatically be renewed via the credit card on file. Unsent postcards will expire 1 year from the purchase date.

Review Settings

Notices

Review Notice

Update the email message you wish to send for your Review requests. This is also where you can automate reviews to be sent out to patients.

  • Toggle the notice to be sure automated reviews can be sent. 
  • Update the communication settings
    • To automate reviews be sure to select anything other than the manual option under frequency.

Messaging

Statistics

This displays how many review requests have been sent out whether automated or manual.

Social Media

Google

Import your Google reviews directly into your OperaDDS account. 

Note: The steps are listed within the Google section.

Facebook

Import your Facebook reviews directly into your OperaDDS account. 

Note: The steps are listed within the Facebook section.

Website

Embed all your reviews directly into your website. Provide the code listed to your web designer to do so.

Team Chat Settings

Teams

Create a New Team

1. Select ‘New Team

2. Enter a name for your team.

3. Click the drop-down arrow to select a team member.

4. Click the ‘+’ to add the team member. 

a) Repeat steps 3-4 for each team member. 

5. Once all team members have been added select ‘Save Changes’.

Actions

Checklists

Create a New Checklist

1. Click ‘New Checklist

2. Enter a Checklist Name.

3. Select ‘Save Changes’.

4. Locate the checklist you created and select the ‘+’ under the action column.

5. Enter a name for the field

6. Select the field type; Text line, text box, or select from list. 

7. Select ‘Save Changes’.

8. Repeat steps 4 – 7 for each line you want to be included in the checklist.

Edit an Existing Checklist

1. Locate the checklist and select the ‘+’ under the action column

a) If adding another line:

  • Enter a name for the field
  • Select the field type; Text line, text box, or select from list. 
  • Select ‘Save Changes’.

b) If deleting a line:

  • Close the checklist box 
  • Locate the line you wish to remove and select the ‘X’ under the action column.
  • Select ‘Confirm’ on the confirmation box.  

c) If editing a line:

  • Close the checklist box
  • Locate the line you wish to edit and select the icon. 
  • Make any necessary changes. 
  • Click ‘Save Changes’.
Deleting an Existing Checklist

1. Locate the checklist you wish to delete. 

2. Click the ‘X’ under the action column. 

3. Select ‘Confirm’ on the confirmation box.

Sort Checklists

1. Select ‘Sort Checklists

2. Select the ↑↓ to move the checklists up or down in the list order. 

3. Select ‘Save Changes’ once you have the order as you would like.

Sounds/Colors

1. Click 🖉 under the action column.

2. For Sound:

a) Click the drop-down arrow next to sound. 

b) Choose the sound you wish to use. 

    • To preview the sound select the Play button. 

3. For Color:

a) Choose the color using the color grid. 

4. Select ‘Save Changes’.

Timer

Create a New Timer

1. Select ‘New Message’.

2. Enter a name for the Timer.

3. Enter the text you want to be displayed when the timer is finished. 

4. Set the time frame for the timer. 

5. Choose ‘Save Changes’.

Update Existing Timer

1. Select the 🖉 under the action column. 

2. Make any necessary changes.

3. Click ‘Save Changes’.

Delete an Existing Timer

1. Click the ‘x’ under the action column. 

2. Select ‘Confirm’ to delete.

Quick Messages

Create a New Quick Message

1. Select ‘New Quick Message’. 

2. Enter a title for the message. 

3. Enter the message in the text box. 

4. Select ‘Save Changes’.

Edit an Existing Quick Message

1. Select the 🖉 under the action column. 

2. Make any necessary changes.

3. Click ‘Save Changes’.

Delete an Existing Quick Message

2. Select ‘Confirm’ to delete.

Case Settings

Create Template

1. Select ‘Add Template

2. Enter a name for the template. 

3. Enter the text you want to use. 

4. Select ‘Save Changes’.

Edit an Existing Template

1. Select the 🖉 under the action column. 

2. Make any necessary changes.

3. Click ‘Save Changes’.

Delete an Existing Template

1. Click the ‘x’ under the action column. 

2. Select ‘Confirm’ to delete.

Engagement Account Settings

Company Profile

Manage your company details including your office name, phone number, logos, and email signatures.

Practice Info
Edit Practice Info

1. Click the ‘Edit’ icon. 

2. Click in the box and update the information. 

3. Select ‘Save’.

Email Settings
Add Company Logo

1. Click ‘Add File’ 

2. Select the file on your computer and choose open.

Add Email Header

1. Click ‘Add File’ 

2. Select the file on your computer and choose open.

Add Email Footer

1. Select the box and type in the footer exactly how you would like it to appear. 

2. Click ‘Save Footer’.

Contact Info

Add Company Contact Details

1. To add or edit the contact details click on the ‘Edit’ button. 

2. Make your changes. 

3. Click ‘Save’.

Other

Set Time Zone

  1. Click ‘Edit’. 

2. Click the down arrow and select the appropriate time zone. 

3. Click ‘Save’.

Company Users

All of your employees will be listed here. You can view their status, username, email, and type of user they are. You can add new users or edit current users.

Add a New User

1. Click the ‘Add New User’ button

2. Enter the email address of the person being added. 

3. Click ‘Begin’. 

4. Fill out the information. 

5. Click ‘Save Changes’.

Note: the Landing Page is the default page that shows up when a user logs into the system.

Send Reset Password Link

1. Click on the ‘Reset Password Link’ under the actions column. 

2. Click ‘OK’ on the confirmation page. 

3. An email will be sent to the user to reset their password.

Edit an Existing User

1. Click on the ‘pencil’ under the actions column. 

2. Edit the information. 

3. Click ‘Save Changes’.

How to Deactivate/Activate a User

1. Click on the ‘change status’ icon. 

2. Confirm the change and click ‘OK’. 

3. You will then see the status change. 

a) ✔ means the user is active 

b) X means the user is inactive