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LocalMed: Sending Treatment Plans to New Patients Scheduled in LocalMed

Resolve the internal Eaglesoft error that appears when attempting to send a treatment plan to a new patient that has scheduled via LocalMed

Erika Gardner avatar
Written by Erika Gardner
Updated this week

Important Announcement about LocalMed Services

Effective November 15th, 2025, LocalMed will be retired and we will be moving all online scheduling functionality into our unified Dental Intelligence platform within our Engagement module. With Engagement, you’ll get everything you love about LocalMed, plus powerful new tools such as:

Your next steps:

  • Already using Engagement? You should have received communication on how to schedule a transition session with our Online Scheduling Transition team. Need assistance? Contact Support.

  • Not on Engagement yet? To continue scheduling online after November 15, learn more about Dental Intelligence Online Scheduling and schedule time with an Account Manager.

In Eaglesoft, you must assign a preferred provider to a new patient that has scheduled an appointment in LocalMed prior to sending out a treatment plan.

If the new patient has scheduled in LocalMed but does not have a preferred provider selected in Eaglesoft, the following error will appear when attempting to send the patient a treatment plan:

To resolve this error, please be sure to select a preferred dentist in the Patient Preferences within Eaglesoft:

If this does not resolve the error, please contact our support team for assistance.

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