Engagement: Patient Filters

This article will discuss the Patient Filters found in the Engagement Patients tool

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

Here is a short video going over the Patient Filters in your Engagement dashboard:

Patient Filters in Engagement

  1. Access the Patients tab

  2. View the top row of column filters

  3. Click the dropdown arrow located next to each filter type to view the filtering options

  4. After applying the desired filters, you will be able to save this filter combination by selecting the Save Filter button

  5. Choose to save as a new filter, or update an existing filter with your selected changes

  6. Click the Save button to save those settings

    1. To save a new filter as the Default list when you first login, select the Save as default checkbox. This will only apply the default for your personal Engagement dashboard.

  7. You will also be able to Clear all filters to go back to the default patient list

  8. The Filters Library is also available in the top right hand corner of the screen. These are pre-made filters from Engagement that you can select for easy access to valuable lists of patients

    1. To make an existing filter the default patient list, click into the filter dropdown arrow, then select Set as Default. This will only apply the default for your personal Engagement dashboard.

Click here to learn more about the Provider Filters found in the Future & Last Visit drop down options.

Using Analytics Filters in Engagement

  1. If you are an existing Analytics user, you will be able to pull through lists of patients into Engagement from the Patient Finder in Analytics!

    When you select the Filters Library button in Engagement, you will see a Dental Intelligence option. Click into this tab

  2. From here you can click through the Saved Searches you have created in the Patient Finder or you can select from the pre-made filters in Popular Searches & Top Staff Picks

Note: If you are an active Analytics user and do not see the Dental Intelligence folder as an option, please reach out to our support team so we can enable this setting for you!

Why do the number of patients inside of Engagement not match the number of patients in my Practice Management Software?

Similar to Engagement, your Practice Management Software has its own logic for if a patient is active or not. Engagement should show more patients than what your practice management software says is active.

Engagement will pull inactive as well as non-patients if they match any one of these criteria:

  • They had an appointment in the last 30 days,

  • They have an appointment scheduled in the future,

  • They are a guardian/guarantor to an active patient

Additional Resources

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