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Analytics: How do Active Patients in Analytics Differ from Active Patients in Engagement?
Analytics: How do Active Patients in Analytics Differ from Active Patients in Engagement?

Understand the differences between Active Patients in Analytics and Active Patients in Engagement

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

Patients in Analytics are considered active if they meet both of the following qualifications:

  1. Are marked "active" within the Practice Management Software (Dentrix, Eaglesoft, Open Dental, etc.)

  2. 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.

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