Socket Engage is a powerful add on module, designed to simplify and streamline the process of creating and managing Engagement Letters for your practice.
Socket Engage not only handles Engagement Letters, but also includes the option to create, manage and host your Privacy Policies and Terms & Conditions (T&C’s).
This guide outlines what is needed to enable, configure, and start using Socket Engage.
Below is quick video on how to get set up:
Enabling Socket Engage
If you looking to add Socket Engage to your subscription, reach out support via the in app support.
Once Socket Engage has been enabled for your practice, a new Socket Engage tab will appear in your Practice Settings, alongside sections for Privacy Policy and T&C’s. Navigate to the Socket Engage tab to begin the setup process.
The Setup Steps will guide you through the sections, ensuring you’re ready to start using Socket Engage in no time.
To get started, head to Review your Practice Settings.