Can applaud connect to Dentrix Patient Engage, PhoneSight and Dentrix Voice (HS1 Engage)?

1. A non-restricted Patient Engage user logs in (hub1.dentrix.com) and opens the patient list (Demandforce help names it Patients/Customers/Clients; confirm the menu name with HS1 support on 1-833-HS1-CARE).
2. Choose the list (for example Active or Textable customers) and click Download List to get a .CSV file.
3. The list is not a visit feed: it has no visit date, so staff must filter it to the day's patients (Patient Engage's Dashboard shows today's appointments) before uploading to applaud, or enter each patient by hand in applaud's portal.
4. Upload the filtered CSV to applaud (first name, mobile, optional last name and email). Never include clinical fields or form responses.

Resources

• Non-restricted Demandforce portal users can download patient lists (All, Active, Emailable, Textable, Verify Cell and others) as a .CSV file; restricted users cannot.· demandforce.my.site.com
• Dentrix Hub (Patient Engage) articles are published on the Demandforce help centre; Dentrix Hub form responses can be downloaded individually as PDF or in bulk as CSV.· demandforce.my.site.com
• Restricted Patient Engage users cannot receive system notifications (such as appointment-request emails) or download reports; Standard users have Manager/Admin-level access.· hsps.pro
• Patient Engage syncs patient and appointment data from the practice management system several times a day.· hsps.pro