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Engagement: Patients Dashboard Overview
Engagement: Patients Dashboard Overview

Learn how to send bulk messages, manage daily tasks, and create custom lists of patients within Engagement [Modento]

Emily Allred avatar
Written by Emily Allred
Updated over a week ago

The Patients Dashboard in Engagement provides dental practices with a centralized platform to manage patient information and communication. It is a comprehensive tool that helps dental teams streamline their operations and improve patient engagement.

In this article, you'll learn about:

Watch this short video to learn more about navigating the Patients Dashboard in Engagement:

If you are unable to access this the Patients dashboard or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.

Patient List Criteria

Similar to Engagement, your Practice Management Software has its own logic that determines if a patient is active or not. Engagement will likely show a larger list of patients than your practice management software.

Engagement will include inactive as well as non-patients in the Patients Dashboard list if their patient profile meets any one of the following criteria:

  • They had an appointment in last 30 days,

  • They have an appointment scheduled in the future,

  • They are a guardian/guarantor to an active patient

Integrate Analytics Patient Finder Lists into Engagement

If your Dental Intelligence bundle also includes Analytics, you can integrate your Analytics Patient Finder lists into your Engagement Patients dashboard. Watch this short video to learn how you can integrate Analytic's Patient Finder lists into your Engagement Patients dashboard:

How to Sort Patients and Use Filters

The Engagement Patient dashboard allows you to manage your patient database and view patients' contact information, appointment history, and treatment plans.

Sorting Patients

This Patients dashboard in Engagement syncs with your Practice Management Software. You can search for a specific patient by last name, first name, or phone number.

Sort in ascending or descending order by last name by clicking on the up or down arrow next to the Matching results column.

Filters Library

Click on the dropdown arrows available in each column to apply filters and create patient lists.

Columns that have filters applied will turn green. Click on the Save Filter option in the upper right corner to save the selected filter combination to your Filters Library so that you can quickly navigate to it for future use.

Click here to learn more about patient filters and the

Filter Library in Engagement.

How to Access the Patient Card

Next to each patient's name, you will find helpful icons that tell you information about each patient.

Hover over each icon to learn more about things like patient appointment status or outstanding information.

The Patient Card can be accessed by clicking directly on the patient's name.

Click here to learn more about the Engagement Patient Card.

Create a New Unlinked Patient

In some instances, you may need to communicate with a patient or potential patient that has not yet been created in your practice management software. The Patients dashboard in Engagement makes it easy to create unlinked patients with just a few pieces of basic information.

Important note: Patients created in Engagement are not linked to your Practice Management Software (PMS) patient chart. To add a PMS-linked patient, create him/her in your PMS.

To create a new unlinked patient in Engagement, click on the Create patient button in the Patients dashboard.

In the task window that opens, fill out the required patient details fields and then click Create to create the new unlinked patient.

Click here to learn more about creating unlinked patients in Engagement.

Patient Communications and Bulk Action

There are times, especially in emergencies, that require communicating with an entire group of patients in a short amount of time. Luckily, with Engagement's Patients dashboard, you can manage communication with your patient base in just a few clicks.

Send Individual Patient Messages or Bulk Communications

You can communicate with your patients using a range of channels, including text, email, and chat. Messages can be sent to a single patient or in bulk. This feature helps improve patient engagement and allows practices to send automated appointment reminders and follow-up messages.

To send an individual message, click on the three-dot menu next to the patient's name and choose the desired communication type from the dropdown list to open the task window.

To send a mass communication to multiple patients at once, filter the patients list and then click the โ˜‘๏ธ checkbox to select all. Choose Bulk Actions and then click on the desired communication type from the dropdown list to open the task window.

Click here to learn more about using bulk actions in Engagement.

Click here to learn more about sending forms and consents to patients.

Click here to learn more about Engagement Payments and sending

payment requests.

Treatment Plans

The Patients dashboard in Engagement allows dental teams to create and manage treatment plans for their patients. It includes a range of templates that can be customized to suit individual patient needs.

Click here to learn more about sending treatment plans in Engagement.

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