Unlinked patients are easily identified by the broken link symbol next to their name in Engagement.
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 Patient Finder 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).
In this article, we'll learn how to:
Create an Unlinked Patient from the Patient Finder Dashboard
If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.
Click on the Patients dropdown in the Engagement left side menu, then choose Patient Finder
Click the Create Patient button
Enter in patient information in the necessary fields, then click Create
Unlinked patients are easily identified by the broken link symbol next to their name
Note: Unlinked patients added to Engagement [Modento] are NOT added to your Practice Management Software (Open Dental, Eaglesoft, Dentrix).
Message Unlinked Patient(s) in Bulk by Uploading an Email Campaign CSV
Note: Only users with Email Campaign permissions have access to this feature. Click here to learn more about user permissions.
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.
Check out our resources to learn more: Send an Email Campaign using a CSV file.
Message an Unlinked Patient
Once an unlinked patient has been created in Engagement, click on the three-dot menu next to their initials
Click Communication
Choose whether to send a Formatted Email or a Direct Message
Connect Unlinked Patient to a Patient Chart in Practice Management Software
To avoid creating duplicate patients, you can connect a patient chart within your Practice Management Software directly to an unlinked patient in Engagement.
Click on the Patients dropdown in the Engagement left side menu, then choose Patient Finder
Click on the patient's name to open the patient card (Remember: unlinked patients will have a broken link icon shown next to their name)
Click on the Settings gear in the patient card
Click on the Patient Chart section
Click the Create in PMS button to connect this patient to the patient chart in your practice management software. Note: In order to connect the patient properly, you must use the same contact information and date of birth as is shown in your practice management software
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, we will automatically link the chart during the nightly sync.