Engagement: Unlinked Patients

Learn how to create, message, and link unlinked patients to your Practice Management Software.

Grace Richards avatar
Written by Grace Richards
Updated this week

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

  1. Access your Patients tab

  2. Click the Create Patient button

  3. Enter in patient information in the necessary fields, then click Create

Note: The patient will be added to Engagement [Modento] as an Unlinked Patient. This process will NOT add them to your Practice Management Software (Open Dental, EagleSoft, Dentrix).

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.

Note: Only users with Admin permissions have access to this feature.

  1. Access the Email Campaigns tab

  2. Click the blue Create campaign button in the upper right corner

  3. Within the Create campaign window, choose to select target recipients From a file and then click Format example to download a CSV file template

  4. For single location email campaigns: The CSV file must include each recipient's first name, last name, and email address

  5. 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.

Looking for complete instructions on how to send an email campaign? Click here.

Message an Unlinked Patient

  1. Now that the patient has been created in Engagement [Modento], click on the three-dot menu next to their initials

  2. Click Communication

  3. 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

  1. Go to the Patient tab

  2. Click on the patient's name to open the patient card

  3. From the Patient Card window, click on the Patient Chart tab

  4. If the patient is not linked, click the Create in PMS button. This will create the patient with the exact same contact details and date of birth as in Engagement

Note: If you add the patient in your Practice Management Software with the same contact information as provided in the Unlinked Patient portion of Engagement [Modento], we will automatically link the chart.

Did this answer your question?