Please note: If Billing at Engagement is turned on for a plan, a patient's engagement status determines which rate they're billed. Please see here for Billing at Engagement.
Engagement Tracking allows you to identify engaged patients based on their recent charge activity. Engagement Tracking is designed to empower your practice by:
Enabling seamless reporting to employer sponsors on their engaged employee population
Providing practices with the ability to monitor and identify members with low engagement to conduct more targeted and effective patient management
The feature set also allows you to set a practice-wide engagement threshold
Engagement threshold = a practice setting that allows you to define the timeframe (in months) for when a patient should be marked as Engaged
For example, you can set 6 months and we will look for charges with service dates within the last 6 months to determine if the patient should appear as engaged
Another way to update a patient's engagement status to Engaged is through the patient uploader, by adding their Last Engagement Date.
A patients engagement status can be view by navigating in Hint to Memberships & Billing > Scroll down to the Engagement section
Here's a video for setting engagement thresholds and updating a patient's engagement status via their charges:
You can also update a patient's engagement status to Engaged via the patient uploader (i.e. adding in their Last Engagement Date):