In order to message a patient that does not yet exist in your Practice Management Software, you must create an Unlinked Patient in Modento. Refer to the following steps to do this:

Creating an Unlinked Patient

Messaging an Unlinked Patient

Connecting Unlinked Patient to Patient Chart in Practice Management Software


Creating an Unlinked Patient

Step by Step Instructions:

  1. Access your Patients tab

  2. Select the Create Patient button

  3. Fill in patient information in the necessary fields

  4. Click Create

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


Messaging an Unlinked Patient

Step by Step Instructions:

  1. Now that the patient has been created in Modento, select the Three Dot Menu next to their initials

  2. Click Communication

  3. Choose whether to send a Formatted Email or a Direct Message


Connecting Unlinked Patient to Patient Chart in Practice Management Software

Step by Step Instructions:

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 in Modento

  2. Select the Three Dot Menu

  3. Hover over Settings

  4. Access the Patient Chart Settings

  5. Then click the Create in PMS button. This will create the patient with the exact same contact details and date of birth as in Modento

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


Once you have connected the patient profile you can run a manual sync for all or one of the patients. Follow the article below to learn how:

For more information about sending messages to patients refer to the following article:

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