Welcome to the RevenueWell Enterprise Admin Portal! This article will walk you through how to efficiently navigate and utilize the portal to manage your dental organization’s settings.
In the portal, office admins can manage users, locations, and campaigns at a global level, providing centralized control across multiple offices. You’ll learn how to access the portal, explore essential management tools, and stay informed about both current workflows and upcoming enhancements.
Let's get started!
Those with access can login to the Enterprise Admin Portal here.
- The "Users" section is a vital component of the Enterprise Admin Portal, providing Enterprise Managers with full control over user management across all locations. From this centralized dashboard, admins can efficiently add, edit, and manage users, ensuring the appropriate access and permissions are assigned to each individual based on their role. This streamlined approach allows for quick adjustments to user access, location assignments, and permission settings, all from one landing page, making it easier to maintain consistency and security across multiple locations.
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Within the "Users" tab, under "User List," you can see:
- Name
- Location
- User Type
- User Status
On the right, you can:
- Add User
- Search Users
- Filter by:
- User Type
- User Status
- User Location
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It is recommended that offices create individual RevenueWell users for each office worker. This ensures increased security, more accurate reporting on individual activities within RevenueWell, and tailored access to features, alerts, and other user-specific settings.
To add a new user from the Enterprise Admin Portal:
- Within the "User List" page, select "Add User."
- Enter new user information (name, email, status).
- Select the appropriate "User Type."
- Customize user permissions as needed.
- Grant access to appropriate locations
- Click "Save" to add the new user.
- Within the "User List" page, select "Add User."
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By clicking on "Users" and then "User Types", you can see:
- User Type Name
- Description
- Access
- Users
User types include:
User Type Description Default Permissions Included User Typically handles the daily operations within a specific location. This role has the least administrative access and is designed for front-office staff. - Send/Schedule Campaigns
- Change Automatic Campaign Settings
- View Review
- Feature Reviews/Respond
- View Surveys
- See/Process Payments
- Change Practice Settings
- Billing
- RW Forms Access
- Print to iPad
- RevenueWell Mobile App
- Forms Mobile App
- Messenger Mobile App
Manager This role is focused on managing locations. Managers have permissions tailored to location-based tasks, such as overseeing day-to-day operations for that site. This might be for office managers. - User Management
- Send/Schedule Campaigns
- Change Automatic Camaign Settings
- View Review
- Feature Reviews/Respond
- View Surveys
- See/Process Payments
- Change Practice Settings
- Billing
- RW Forms Access
- Print to iPad
- RevenueWell Mobile App
- Forms Mobile App
- Messenger Mobile App
- Manage virtual Offices
- Manage Practice Communication Settings
- Create Form
- Delete Form
- Edit Content Form
- Manage Form Packet
Enterprise Manager These users have full access to the Enterprise Admin Portal and can make universal changes that affect all locations, including managing users, locations, and campaigns on a global level. - View Locations
- Manage Locations
- View Settings of Users
- Manage Users
- View Campaigns
- View Content
- View Feedback
- View Reports
- User Management
- Send/Schedule Campaigns
- Change Automatic Campaign Settings
- View Review
- Feature Reviews/Respond
- View Surveys
- See/Process Payments
- Change Practice Settings
- Billing
- RW Forms Access
- Print to iPad
- RevenueWell Mobile App
- Forms Mobile App
- Messenger Mobile App
- Manage Virtual Offices
- Manage Enterprise Communication Settings
- Manage Practice Communication Settings
- Create Form
- Delete Form
- Edit Content Form
- Manage Form Packet
Custom User Types By clicking "Add User Type" admins can create and name unique roles with a dedicated set of permissions. Defined by admin, fully customizable. By selecting a specific user type, admins can adjust permissions for that user. For example, if campaign creation is restricted to a global marketing team, admins can edit the Regional Manager role to remove the ability to create campaigns, ensuring only Enterprise Managers have this permission through the enterprise admin portal. These changes apply to all users within that user type, streamlining the management process.
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These customizable permission settings for both roles and individuals include:
* This permission will be updated or removed in an upcoming release to streamline the user experience.Permission Explanation Enterprise Portal Access 👥 View Locations Allows user to see pages in the Location section. Manage Locations Allows user to make changes in the Location section. View Settings of Users Required to view pages in the Users section. Manage Users Allows user to modify other users’ settings and adjust User Types. View Campaigns Allows user to view pages in the Campaigns section. View Content* Required to view and make changes to content. View Feedback* Required to view the Feedback section. View Reports* Required to view the Reports section. Location Access 📍 User Management Displays the User Management section in Settings. Send/Schedule Campaigns Allows users to create and edit campaigns, as well as access buttons in the Campaigns tab for scheduling/sending. Change Automatic Campaign Settings Grants access to edit settings, messages, templates, and control status in Auto Comm settings. View Reviews Shows the Reviews grid in the Feedback tab. Feature Reviews/Respond Allows users to feature a review and respond to customer reviews. View Surveys Displays the Surveys grid on the Feedback page. See/Process Payments Grants access to the Payments tab. Change Practice Settings Provides access to the Settings tab. Billing Displays Billing and Usage sections in Settings. RW Forms Access Provides access to the Forms tab in the Location interface. Manage Campaigns* Allows management of campaigns. Desktop Application Access 🖥️ Print to iPad Enables the use of virtual printer (PDF forms export) in forms desktop. Mobile Application Access 📱 RevenueWell Mobile App Required to access the RevenueWell Android mobile application. Forms Mobile App Required to access forms product in the Android mobile application. Messenger Mobile App Required to access the forms product in the Android mobile application. Communication Tools Access 💬 Manage Virtual Offices Controls the retrieval, creation, editing, and deletion of Virtual Offices. Also manages users within Virtual Offices. Manage Enterprise Communication Settings* Allows user to manage enterprise communication settings. Manage Practice Communication Settings* Allows user to manage practice/location communication settings. Forms Access 📝 Create Form* Allows user to create forms. Delete Form* Allows users to delete forms. Edit Content Form* Allows users to edit form content. Manage Form Packet* Allows users to manage forms packets. Enterprise Forms Additional Permission Controls Users can only see, modify, or delete forms, form packets, and submissions tagged with locations they manage.
For security reasons, Enterprise Managers are responsible for user management. If a new user is needed, office staff is advised to reach out to their manager to get that new user created.
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The "Location" section of the Enterprise Admin Portal offers a centralized hub for managing all office locations. Enterprise Managers can easily view, access, and log into individual locations directly from this section, further streamlining the management process.
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Within the location tab, under "Location List," you can see:
- Location Name
- Location
- Location ID
- Status
- Login Link
On the right, you can:
- Search Locations
- Filter by:
- States
- Tags
- Statuses
By clicking on a a specific location, you can find:
- General Location Info
- Web Links
- Users
- Login Link
- Edit Location
After adding a new location, remember to grant the appropriate users access to your newest location so they can get logged in!
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Location tags enable admins to organize and group offices within the Enterprise Admin Portal, offering a powerful tool for managing larger Dental Support Organizations (DSOs). This feature is particularly useful for DSOs that need to segment offices by region, department, or other identifying factors, allowing for more efficient management and oversight. By utilizing location tags, admins can easily apply global settings, permissions, or campaigns to specific groups of offices, streamlining operations and ensuring consistency across different locations. This functionality provides greater flexibility and control for DSOs with complex organizational structures.
Within the location tab, under "Location Tags," you can see:
- Tag Name
- Description
- Location
- Add Tag
By clicking on a Tag Name, you find:
- Tag Info
- Associated Locations
When adding new locations, remember to tag new locations appropriately to ensure they align with any groups already created.
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- In the Enterprise Admin Portal, users currently have access to global management of Legacy Campaigns.
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Under Campaigns, within the "Corporate Campaigns" tab, users can see all scheduled and sent campaigns.
The list here shows:
- Campaign Name
- Date
- Status
- Locations
- Revenue
On the right of the page, users can:
- Search Campaigns
- Filter By:
- Dates
- Statuses
- Locations
Creating a campaign here follows the same process as in Legacy Campaigns, with the added step of selecting locations.
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By Clicking on a Campaign, offices can view different pages of data on the campaign.
Campaign data is crucial for enterprise and multi-location dental offices because it provides valuable insights into the effectiveness of marketing efforts across different locations. By analyzing data and overall engagement, office admins can gauge the success of their campaigns and adjust strategies to maximize patient outreach. This information allows for more targeted communication, helps identify which locations are performing well, and pinpoints areas for improvement. With accurate and detailed campaign data, enterprise offices can make informed decisions that drive growth and improve patient retention across multiple locations.Exciting news! Our team is actively developing campaign data features for Campaigns 2.0. Stay tuned for these exciting enhancements.
Within the enterprise admin portal, offices can access the Legacy Campaigns data below. ⬇️
Summary
Here, users can see the details about the campaign, including:
- Date Sent
- # of Locations
- Total Recipients
- Visits Tracked
- Average Revenue/Locatoin
- Email
- Sent
- Opened
- Bounced
- Text Messages Sent
- Message Preview
Location Details
On this tab, you can see listed the:
- Location Name
- Emails Sent
- Emails Opened
- Text Message
- Visits
- Revenue
Additionally, there is the ability to export this information as a csv.
Message List
Here, you can:
- Message List (Patient Names)
- Location Name (Office Name)
- Method of Delivery
On the right:
- Search Messages
- Filter by:
- Location
- Communication Method
- Status
Additionally, there is the ability to export this information as a csv.
Visits
Within the Visits sections, see:
- Visits (Name)
- Visit Date/Time
- Location
- Revenue String
On the right:
- Search Visits
- Filter by:
- Visit Date
- Location
Additionally, there is the ability to export this information as a csv.
Bounces
Here, users will first see a note describing what a bounce is. Below, they can find a list including:
- Bounces (Date/Time)
- Patient Name
- Location
- Email Address
Additionally, there is the ability to export this information as a csv.
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Within the "Drafts" tab of Campaigns, users can see a list of all drafted campaigns.
This page populates:
- Campaign Name
- Edit
- View Email
- Replicate
- Delete
- Date
- Locations
Additionally, to the right, users can:
- Search Campaigns
- Filter by:
- Date
- Location
- Campaign Name
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