Patients in Analytics are considered active if they meet both of the following qualifications:
Are marked "active" within the Practice Management Software (Dentrix, Eaglesoft, Open Dental, etc.)
Have had a completed appointment in the past 18 months
Engagement considers patients as active if they meet any of the following qualifications:
Are marked as "active" inside your Practice Management Software, regardless of when they were last seen
Are marked inactive inside your Practice Management Software but have an appointment(s) scheduled
Are marked inactive inside your Practice Management Software but completed an appointment within the last 30 days
Are marked inactive inside your Practice Management Software but is a guarantor or guardian for an active patient
Are marked inactive inside your Practice Management Software but has sent new communication within the last 30 days
Note: Inactive patients in Engagement will be ignored for bulk actions & recalls and will be hidden in Engagement once they no longer meet one of the above conditions.