Engagement: Patient Card Overview

This article will show you how to use the Patient Card in Engagement

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

Keeping up with every patient’s individual needs can be overwhelming in a busy dental practice. Engagement patient cards were created so you and your team can easily have access to all patient information in one spot.

You can use Engagement’s patient card to see patient contact information, prepare forms and consents, send treatment plans, track communications, collect past-due balances, and so much more! In this article, you'll learn:

Watch this short video for an in-depth explanation of the Patient Card:

How to Access the Patient Card

Within Engagement, there are multiple tabs from which you can view patient cards. All you need to look for is the three-dot menu available next to a patient's name. You can access patient cards from the following locations within Engagement:

  • The Inbox

  • LiveOps

  • Patient Chat

  • Online Scheduling > Action Items

  • Payments

  • Eligibility

Note: Depending on your permissions and subscription, some of the tabs listed above may not be available. If you are interested in adding additional features to your Engagement subscription, please contact us.

  1. In this example, we'll access the patient card from the Engagement Inbox. Click on the Inbox tab in the left hand menu in Engagement

  2. Access the patient card by clicking on the three-dot menu available next to a patient's name

  3. Select Patient Card from the dropdown menu

Patient Details Overview

General Details

Once you've selected a patient and opened their card, you'll see general information regarding gender, age, insurance eligibility (if available), and DOB in the Details section. If the selected patient has any related family members or guardians, they will also be shown here. You can view contact information and any related internal Patient Notes left by team members.

Important note: The patient notes left in the Details section of the Patient Card do NOT writeback into your practice management software.

Insurance Verification

Note: The ability to verify insurance eligibility from within the patient card is only available if you have our DI Insurance subscription included in your bundle. If you don't have Online Scheduling enabled in your Engagement module, CLICK HERE to request a demo!

In the Details section of the patient card, locate the patient's insurance status. Click on the refresh icon to review their insurance details.

Add insurance details directly in the Patient Card, then click Verify insurance.

Click here to learn more about automatic insurance eligibility verification.


View completed forms, consents, treatment plans, and other documents related to the selected patient within the Documents section.

If there are no available documents to view, you can also prepare forms, consents, and treatment plans here directly by clicking on the blue buttons available within the Documents section.

Communication Log

From the Communication log section, view the patient communication records and filter by communication type.

Click on the Type column and select the communication type to filter by one or multiple messaging categories. View the content of each message by clicking on the Content dropdown in each line item.

Note: Click the blue Add note button in the Communication Log section of the Patient Card to create a patient note. Notes left in the Comm Log will writeback to your practice management software.

Communication Stats

From the Communication stats section, see an overview of the patient's most recent and upcoming appointment confirmations, reminders, recalls, review requests, and more.

Patient Card Quick Actions

Patient Status Icons

Hover over the status icons beside the patient's name for additional information about outstanding paperwork, appointment information, and more. Clicking on each icon will open the available action items, such as preparing and sending forms, to clear the status.

Communication & Forms/Consents Menu

Click on the 3-dot menu to open the Communication and Form dropdown menu for easy access to sending patient messages, financing offers, review requests, and more, as well as treatment plans forms.


Click on the Payments icon to send the patient a payment request or to collect payment directly via your physical or virtual terminal during in-office visits or over the phone.

Note: The ability to collect payment directly from the patient card is only available if you are enrolled in Engagement Payments. If you are interested in adding Engagement Payments with Clearent CLICK HERE and one of our representatives will reach out to you to help you get set up.

Invite to Schedule

Click on the Calendar icon to make an appointment. Follow the pop-up window prompts to choose the practice location, service type, provider, and earliest time to schedule.

Note: The ability to schedule from within the patient card is only available if you have Engagement Online Scheduling or LocalMed set up. If you don't have Online Scheduling enabled in your Engagement module, CLICK HERE to request a demo!

Patient Card Settings

In the Patient Card settings, you can adjust family settings, communication preferences, and sync the patient with your practice management software.

To access the patient card settings, click on the Gear Icon on the upper righthand corner of the patient card.

In the Family Settings, you will see all of the patient's family members as they are recorded in the family file in your practice management software.

For more information on managing family settings, click here.

Communication Preferences will allow you to opt the patient out of specific delivery channels, appointment reminders, and and review requests.

In the Patient Chart tab, you can push a patient sync with your practice management software. This is commonly used when any patient demographic changes (name, phone, email) are made.

If changes to patient appointments are made in your practice management software, Engagement will automatically update those changes overnight. However, if a last minute change is made, you will need to click the sync patient.

Sync Patient

To update the patient card with any recently changed information, click on the Sync icon to sync the changes with your practice management software.

Did this answer your question?