In some instances, you may need to create an unlinked patient in Engagement who is not yet set up as a patient in your practice management software (Dentrix, Open Dental, Eaglesoft).
In addition to creating an unlinked patient directly from the Patients dashboard, you can also create unlinked patients in bulk by uploading a CSV with prospective patient contact information included in an email campaign (admin users only). Read on below to learn more!
Create an Unlinked Patient from the Patients Dashboard
Access your Patients tab
Click the Create Patient button
Enter in patient information in the necessary fields, then click Create
Create Unlinked Patient(s) by Uploading an Email Campaign CSV
Sending an email campaign to prospective patients using a CSV file that is uploaded to Engagement will create an unlinked patient for each recipient listed in the CSV. Recipients listed in the uploaded CSV file will not be linked to any chart in your Practice Management Software (PMS) and can be created or removed later.
Access the Email Campaigns tab
Click the blue Create campaign button in the upper right corner
Within the Create campaign window, choose to select target recipients From a file and then click Format example to download a CSV file template
For single location email campaigns: The CSV file must include each recipient's first name, last name, and email address
When the CSV file has all of the recipient data added, save it and then click Choose file to upload your saved file and add your recipients to the campaign
Once the email campaign is sent, the recipients will be shown as Unlinked Patients in the Engagement Patients Dashboard.
Message an Unlinked Patient
Now that the patient has been created in Engagement [Modento], click on the three-dot menu next to their initials
Choose whether to send a Formatted Email or a Direct Message
Connect Unlinked Patient to Patient Chart in Practice Management Software
To avoid creating duplicate patients, you can make a patient chart within your Practice Management Software directly from an unlinked patient