By default, Engagement [Modento] will pull all existing Medical Alerts that are added to your Practice Management Software. As mentioned in the video above, you will have the option to Auto Map these Alerts to the questions existing in your Health History forms. If there are alerts that need to be added to your Practice Management Software, refer to the resources linked below.
Note: In order to edit Forms in Engagement, you must be an Admin user. If you are an Admin user and don't see the Edit pencil icon, please contact Support for assistance.
In this article, you'll learn:
Watch the short video below to learn how to start setting up auto mapping in Engagement:
How to Create Medical Alerts in your Practice Management Software
We recommend you reach out to your Practice Management Software support team to ensure you can complete this process successfully. We've included some helpful links below to get you started:
Note: In order for Engagement [Modento] to map alerts to Dentrix, the alert must exist within your Dentrix Software
Note: The Engagement [Modento] Health History form will push through the Medical Alerts into Eaglesoft and provide alerts automatically. However, the Health History Form will not update into the Patient Information if you have made any customizations to the Eaglesoft health history. If you would like the Medical Alerts & Health History Form to automatically update when completed through Engagement [Modento], we recommend you reach out to our Support team to discuss the process of uploading your existing Eaglesoft Health History form into Engagement [Modento]
Note: Medical Alerts can be created within the Engagement [Modento] Health History form if it does not already exist in your Practice Management Software. If a selection is made in the health history form that does not already exist in Open Dental, Engagement [Modento] will create and push this through automatically. This can be enabled by following the steps listed below in the How to Auto Map Medical Alerts section
Note: After you have added the alerts in your Practice Management Software, you will see the changes appear in Engagement [Modento] the following day when the overnight sync has completed. If you need to see the alert immediately, you can reach out to our support team to push through a sync.
How to Auto Map Medical Alerts in Engagement
Once you have added the new Medical Alerts in your Practice Management Software and the overnight sync has been completed in Engagement, follow the Auto Map process outlined below:
Click on your Engagement Settings by clicking the gear icon in the upper right corner
Select the Forms tab
Scroll down and click the Edit Mapping button under the Alerts Mapping section
Select the Auto Mapping button (it may take a few minutes to process the request)
If you have Open Dental, as you select the Auto Map button, you will see a pop-up notification that provides the option to enable a Create Missing Alerts in PMS check box. This will allow Engagement [Modento] to create any alerts that do not yet exist in Open Dental
Once your request has been processed, we recommend you go through each section and ensure the selections for the alerts are accurate.