Engagement: Managing Family Settings

Understand Engagement logic when messaging Guardians

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

Engagement makes it easy to manage and communicate with patients as individuals and families. Engagement will message whoever is listed as the Guardian in the Family Settings of the Engagement patient card. This is typically whoever is listed as the Guarantor in your practice management software (Dentrix, Eaglesoft, Open Dental).

Watch this short video to learn how to manage and update Family Settings.

Update Family Members in the Patient Card

You can update associated family members in the Engagement patient card by following the steps below:

  1. Click on the Patients tab in the left side menu of Engagement

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

  3. Click on the Settings gear icon in the upper right corner of the patient card

  4. Click on the Family settings section

  5. Add or remove the current dependents from the Guardian. If a patient is removed as a dependent from the Guarantor's patient card, communication will be sent directly to each independent patient

Family Appointment Reminders

Patients who are listed as a Guarantor with dependent family member(s) will receive combined appointment reminder communications as long as each family member's appointment starts within 1 hour of each other.

For example, patient Jenny Foster is listed as a Guardian with her two kids Sutton and Sage labeled as her dependents. Jenny is labeled as their Guarantor.

Jenny and her kids are scheduled for three appointments today. Because Jenny is the Guarantor, she is the only patient in this family who will receive this consolidated appointment reminder message:

"Sage (3:10 PM), Sutton (3:20 PM), Jenny (3:30 PM), just a reminder that you have an appointment with Perfect Dental today at 3:10 PM."

You can review the combined appointment reminder message in the Communication log of the patient card.

If you would like to set up patients to receive independent appointment reminders (not combined), please contact Support (support@dentalintel.com).

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