Skip to main content
All CollectionsEngagementPatients Dashboard
Engagement: What do the icons next to patient names mean?
Engagement: What do the icons next to patient names mean?

Learn what each of the icons next to patient names in the Patients Dashboard mean

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

Engagement makes keeping track of your patients easy and helpful icons in the Patients dashboard will alert you when patients are in need of special action or are missing contact information.

Next to each patient's name in the Patients dashboard, you will notice a variety of icons:

Let's find out what each icon means and what actions you may need to take to update a patient's status!


Unlinked patient

A broken link icon indicates that this patient has not been linked to a patient chart in your practice management software.

Patient contact information

Phone number missing

A phone icon indicates that the patient card does not include a phone number for this patient. To update this, please add a phone number for this patient in your practice management software, then sync the patient to update their status.

Email missing

A mail icon indicates that the patient card does not include an email address for this patient. To update this, please add an email address for this patient in your practice management software, then sync the patient to update their status.

New patient

A green new patient card icon indicates that this is a new patient who has not yet completed an appointment at your practice.

Outstanding forms

A paperwork icon indicates that this patient has outstanding required forms that need to be completed. Hover over the the icon to see a list of outstanding forms, based off of the required forms your practice has set up.

Click on the icon to quickly load all outstanding forms so that you can send them to the patient. Or, if the patient has already filled these out, you can mark required forms as completed by clicking on the pen icon and entering in the date that they were completed.

Medical update due

A clipboard icon indicates that this patient is missing a medical history form or their form is due for an update. Hover over the icon to see when their medical history was last updated.

Click on the icon to enter in the completion date and mark the medical history as filled, which will prevent the patient from receiving a request to fill it out again until the next time it is due.

Insurance information missing

A shield icon indicates that the patient either a) hasn't filled out the insurance form in Engagement, or b) they don't have insurance.

Minor patient

A child icon indicates that the patient is under the age of 16 with a related parent/guarantor in the system.

Click on the icon to pull up the guarantor and guardian settings to adjust who receives communications for this patient.

Inactive patient

A yellow person icon indicates that the patient is inactive/archived in your practice management software (PMS), but is currently needed in Engagement. This means that the patient has appointments scheduled or completed recently, is a guarantor or guardian for another active patient, or has sent communication recently.

Patients marked with this icon will not be included in bulk actions, and recalls will be hidden in Engagement after they are no longer needed. To remove this status, activate the patient in your PMS and then run a patient sync to update their status in Engagement.

Non-patient

A slash-through person icon indicates that this individual has been marked as a non-patient in your practice management software (PMS) and is not expected to have any appointments. This individual is typically the guarantor of a minor(s) at your practice and is not actually seen there. Individuals marked with this icon will be included in bulk actions and automated reminders that impact the minor.

Did this answer your question?