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:

How to Access the Patient Card

Patient Details Overview

Patient Card Quick Actions

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

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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