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The Patients Dashboard - Engagement
This article will explain 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

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 patient module, you can manage communication with your patient base.

Here is a short video that explains the Patients section in Engagement [Modento]:

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.

Included in the Patient's page, you will find:

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

    1. This list synchronizes with your Practice Management Software. You can search for a specific patient by last name, first name, or phone number.

  2. Patient 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 a Bulk Message. This feature helps improve patient engagement and allows practices to send automated appointment reminders and follow-up messages.

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

  4. 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.

Engagement's Patient List Criteria:

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 last 30 days,

  • They have an appointment scheduled in the future,

  • They are a guardian/guarantor to an active patient

Watch this short video to see how you can integrate Analytic's Patient Finder lists into your Engagement Patient's dashboard:

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