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October 12, 2026

Connect more than one system to EngagedMD

The problem it solves

Many clinics run more than one system that should talk to EngagedMD — an EMR plus a CRM, a donor database, a second EMR after a merger — and each has its own patient ID. EngagedMD could only key off one, so a second integration had nowhere to attach.

Connect more than one system to EngagedMD
What's included
  • A patient can carry IDs from several systems. A patient created from your CRM or PMS is recognized when the EMR record arrives later, instead of becoming a duplicate.
  • Every ID shows where it came from. Patient creation includes an ID-type dropdown, and an icon on the record opens the full list of a patient's system IDs.
  • One system stays primary. Your organization ranks its systems, and only the primary updates demographics, so two integrations never overwrite each other.
Want help setting this up?

The help center walks through it step by step. Your Customer Success Manager can do it with you.