Engagement: How to Run a Patient Sync

This article will provide step by step instructions to process a sync for all or one patient in Engagement [Modento]

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

By default, a patients’ information will sync either overnight, or within 10 minutes of an appointment being scheduled for them. If you need to sync one or many of your patients’ information right away, you can sync your entire practice via the steps below

How to Run a Sync for One Patient

  1. Access the Patients tab

  2. Click on the patient's name. This will open their patient card

  3. This will pull up the Patient Card

  4. Select the Patient Chart tab

  5. Click Synchronize now

How to Run a Sync for All Patients

  1. Click Patients on the left side of your Engagement [Modento] dashboard

  2. Click the checkbox in the top left to select all of your patients

  3. Click Bulk Action

  4. Click Synchronize patients with Practice Management Software

  5. All of your patients’ information will now match the latest data entered in your Practice Management Software!

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