Dental Intelligence

Dental Intel - How To Video Channel

This channel is a collection of Dental Intelligence How-To Videos

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Written by Jolynn Marcum
Updated over a week ago

Dental Intel - Live & On Demand Webinars

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Written by Jolynn Marcum
Updated this week

Welcome to Dental Intelligence!

Written by Bryan Motzkus
Updated over a week ago

Dental Intel - Adding Your Team

Dental Intelligence provides tools for everyone in the office, it is essential for everyone in the practice to be added as a practice user.

Written by Bryan Motzkus
Updated over a week ago

Dental Intel - Adding User Permissions

This article explains the different access, features and administration permissions that can be set for users.

Written by Grace Richards
Updated over a week ago

Dental Intel - How to Add an Existing di User to a New Dashboard

This article will discuss how to add an existing team member to another office's Dental Intel account

Written by Grace Richards
Updated over a week ago

Dental Intel - Entering Clinical Hours

This article will discuss the steps to enter and edit Clinical Hours for providers

Written by Grace Richards
Updated over a week ago

Dental Intel - Setting Your Provider Goals

This article will discuss how to set your Provider Goals

Written by Grace Richards
Updated yesterday

Dental Intel - Setting Your Practice Goals

This article will go over the steps to add Practice Goals and discuss how Auto Calculated Goals are established

Written by Grace Richards
Updated over a week ago

Dental Intel - The Profitability Formula

This article will explain how to analyze your dental practice's performance

Written by Bryan Motzkus
Updated over a week ago

Dental Intel - Log In Issues

This article includes the steps to follow if you are unable to log in to your Dental Intel account or receive an incorrect password notice

Written by Grace Richards
Updated over a week ago

di. Dashboards - Ticker Metrics

This article will discuss what each metric is tracking in the Ticker Bar

Written by Bryan Motzkus
Updated over a week ago

di. Dashboards - Customizing the Ticker

Written by Bryan Motzkus
Updated over a week ago

di. Dashboards - Viewing and Exporting Source Data

This article discusses accessing & exporting source data and why it is important when reviewing statistics

Written by Bryan Motzkus
Updated over a week ago

Dental Intel - LocalMed Dashboard Integration

This article will discuss LocalMed Online Scheduling dashboard that is integrated in Dental Intel

Written by Grace Richards
Updated over a week ago

Performance Board - Navigating Your Dashboard

This video will walk you through the metrics found on your Performance Board

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Written by Jolynn Marcum
Updated over a week ago

Performance Board - Visits

This article will discuss what data is tracked in the Visits Metric

Written by Grace Richards
Updated over a week ago

Performance Board - Production

This article discusses what data is being tracked in the Production Metric

Written by Grace Richards
Updated over a week ago

Performance Board - How to Run a Custom Production Report

This article will go over the steps to run a custom production report on the Performance Board

Written by Grace Richards
Updated over a week ago

Performance Board - Unscheduled Patients

This article will discuss what data is being tracked in the Unscheduled Patients Metric

Written by Grace Richards
Updated this week

Performance Board - Restorative/Elective Case

This article will discuss which data is tracked in the Restorative/Elective Case Metric

Written by Grace Richards
Updated over a week ago

Performance Board - Hygiene Case

This article will discuss which data is being tracked in the Hygiene Case Metric

Written by Grace Richards
Updated over a week ago

Performance Board - New Patients

This article will discuss the data that is tracked in the New Patients Metric

Written by Grace Richards
Updated over a week ago

Performance Board - Hygiene Re-Appointment

This article will discuss which data is tracked in the Hygiene Re-Appointment Metric

Written by Grace Richards
Updated over a week ago

Performance Board - Cancellations & No Shows

This article will discuss the differences between the criteria for a Cancellation & a No Show and what the metrics are tracking

Written by Grace Richards
Updated over a week ago

Collections Board - Navigating your Dashboard

This article will go over the Collections Board and its functions to help track A/R and collections performance

Written by Grace Richards
Updated over a week ago

Collections Board - AR Aging

This article will discuss the A/R aging metric and the data it tracks

Written by Grace Richards
Updated over a week ago

Collections Board - Patient Credit Balances

This article will discuss how to identify patients with credit balances or negative A/R balances

Written by Bryan Motzkus
Updated over a week ago

Collections Board - Claims Aging

This article will discuss the Claims Aging report in the Collections Board

Written by Grace Richards
Updated over a week ago

Collections Board - Annual Pt Value

This article will discuss the Annual Pt (Patient) Value metric

Written by Grace Richards
Updated over a week ago

Collections Board - Collections Metric

This article will discuss the Collections metric and the data that is being tracked

Written by Grace Richards
Updated over a week ago

Collections Board - 90 Day Collection %

This article discusses the 90 Day Collection % Metric and what is being calculated

Written by Grace Richards
Updated over a week ago

Collections Board - AR Days

This article discusses the A/R Days Metric and what is being calculated

Written by Grace Richards
Updated over a week ago

Collections Board - AR Ratio

This article discusses the A/R Ratio metric and what is being calculated

Written by Grace Richards
Updated over a week ago

Provider Pulse - Navigating your Dashboard

This article will discuss the Provider Pulse & it's functionality

Written by Grace Richards
Updated over a week ago

Morning Huddle - Finding Opportunities

The Morning Huddle in Dental Intel is the best way to make sure that your morning huddle is effective and focused on your patients

Written by Bryan Motzkus
Updated over a week ago

Morning Huddle - Yesterday, Today & Tomorrow

This article will discuss the Morning Huddle tabs and the important metrics to track daily!

Written by Grace Richards
Updated this week

Morning Huddle - Changing Operatory Order in the Schedule View

This article will provide step by step instructions to change the order of operatories in your Morning Huddle daily schedule view

Written by Grace Richards
Updated over a week ago

Morning Huddle - How to Change the Date

This article will discuss how to change the date being viewed within the Morning Huddle

Written by Grace Richards
Updated over a week ago

Patient Finder - Creating a Custom List

This article will go through to steps to create and save a custom patient finder list

Written by Grace Richards
Updated over a week ago

Patient Finder - Using Bulk Scheduling in Dental Intelligence

Sending bulk Local Med messages from the Patient Finder tool

Written by Grace Richards
Updated over a week ago

Patient Finder - Exporting a List

This article will cover the steps to export a Patient Finder list

Written by Grace Richards
Updated over a week ago

Dental Intel - Viewing the Schedule

This article will discuss the Schedule feature in Dental Intelligence

Written by Grace Richards
Updated over a week ago

Follow Ups - Filling Your Schedule

This article will include the important steps to get started using Dental Intelligence Follow Ups

Written by Grace Richards
Updated over a week ago

Follow Ups - How to Use

This article will go discuss the Auto Follow Ups feature

Written by Grace Richards
Updated this week

Follow Ups - Creating with a Patient Finder List

This article will walk through the steps to create bulk follow ups from a Patient Finder List

Written by Grace Richards
Updated over a week ago

Follow Ups - Creating a Follow Up from the Patient Card

This article will walk through the steps to create an individual Follow Up

Written by Grace Richards
Updated over a week ago

Follow Ups - Marking Attempts

This article will go through the process of accessing and acting on Open Follow Ups

Written by Grace Richards
Updated over a week ago

Follow Ups - Viewing Follow Up Results

Learn how to view the number of calls made and patients scheduled here!

Written by Bryan Motzkus
Updated this week

Practice Owner - Using Dental Intelligence

Written by Bryan Motzkus
Updated this week

Practice Owner - The Key to Your Office Culture is You

Written by Bryan Motzkus
Updated this week

Practice Owner - A Successful Day

Here we provide 3 recommendations to work smarter, not harder.

Written by Bryan Motzkus
Updated this week

Practice Owner - The Secret to Success

Here we explain the top 4 ways that the Profitability Formula directly applies to a Practice Owner.

Written by Bryan Motzkus
Updated this week

Office Manager - Using Dental Intelligence

Written by Bryan Motzkus
Updated this week

Office Manager - A Successful Day

Here we provide three recommendations to work smarter, not harder as an Office Manager.

Written by Bryan Motzkus
Updated this week

Office Manager - The Secret to Success

Here we explain the top five ways that the Profitability Formula directly applies to an Office Manager.

Written by Bryan Motzkus
Updated this week

Office Manager - The Key to Your Office Culture is You

Written by Bryan Motzkus
Updated this week

Front Office Team Member - Using Dental Intelligence

Written by Bryan Motzkus
Updated this week

Front Office - The Key to Your Office Culture is You

Written by Bryan Motzkus
Updated this week

Front Office - A Successful Day

Here we provide three recommendation to work smarter, not harder as a receptionist.

Written by Bryan Motzkus
Updated this week

Front Office - The Secret to Success

Here we explain the top 5 ways that the Profitability Formula directly applies to a receptionist.

Written by Bryan Motzkus
Updated this week

Clinician - The Secret to Success

Here we explain the top two areas of the Profitability Formula that directly apply to a clinician.

Written by Bryan Motzkus
Updated this week

Clinician - The Key to Your Office Culture is You

Written by Bryan Motzkus
Updated this week

Clinician - A Successful Day

Here we provide three recommendations to work smarter, not harder as a clinician.

Written by Bryan Motzkus
Updated this week

Dental Intelligence - Business Associate Agreement

This article will discuss how to access the Dental Intelligence BAA

Written by Grace Richards
Updated over a week ago

Cancellation Policy

If you are wanting to cancel your subscription to one of our Dental Intelligence products please find our cancellation policy below.

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Written by Jolynn Marcum
Updated over a week ago

Dental Intel - How to Map Provider ID's

This article will discus how to connect a provider ID to a user profile in Di to better track performance

Written by Grace Richards
Updated this week

Why Using ADA Codes is Crucial to Having Accurate Data

Written by Bryan Motzkus
Updated over a week ago

Switching Between Your Dental Intelligence Software Products

The waffle icon allows you to quickly and conveniently navigate between your Dental Intelligence, Modento, and LocalMed software.

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Written by Jolynn Marcum
Updated over a week ago

What is the "i" icon in Dental Intelligence?

This article will discuss the i icon found on Dental Intel metrics

Written by Grace Richards
Updated over a week ago

Dental Intel - How to Update Gross or Net Production Settings

This article will discuss how to switch production settings to Gross or Net

Written by Grace Richards
Updated over a week ago

Why isn't my production goal showing? (Troubleshooting Clinical Hours)

This article will discuss Provider Production Goals and how they are effected by Clinical Hours

Written by Bryan Motzkus
Updated over a week ago

Dental Intel - What's the difference between Scheduled Hours and Actual Hours?

This article will discuss the difference between Actual Hours and Scheduled Hours in the Dental Intel Clinical Hours Feature

Written by Grace Richards
Updated over a week ago

Understanding the Monthly Review Email

A description of what is in the Monthly Review

Written by Bryan Motzkus
Updated this week

What are the benchmarks?

This article will provide the most recent Dental Care Benchmarks & discuss how to use them comparatively to your data!

Written by Bryan Motzkus
Updated over a week ago

FAQ's: LocalMed Bulk Scheduling with Dental Intel

Frequently asked questions about sending Local Med bulk messages through the Patient Finder tool in Dental Intel.

Written by Grace Richards
Updated over a week ago

Dental Intel - Incremental Syncing vs. Nightly Sync

This article will discuss the differences between an Incremental Sync and Nightly Syncing

Written by Grace Richards
Updated this week

What is the Difference Between Gross Production and Net Production?

This article will discuss the differences between Gross Production and Net Production

Written by Grace Richards
Updated this week

Dental Intel - Mobile App

This article will discuss the Dental Intelligence Mobile Application

Written by Grace Richards
Updated this week

How to Reconnect your Dental Intelligence to your Practice Management Software

What to do when you see that Dental Intelligence is not syncing with your Practice Management Software

Written by Bryan Motzkus
Updated over a week ago

How is Production Calculated?

This article will discuss the profitability formula, where production comes from, and how to increase it!

Written by Bryan Motzkus
Updated over a week ago

Dental Intel - Hygiene Visits

Why are there so many different Visits numbers on the Performance Board?

Written by Bryan Motzkus
Updated over a week ago

Hygiene Interval - How does it work?

Where does the "Hygiene Due Date" I see across Dental Intel come from?

Written by Bryan Motzkus
Updated over a week ago

Why am I Seeing "Non-Production" as a Role Under my Tx Coordinators?

In the Provider Pulse, my Tx Coordinators are listed as "non-production". Why is this happening?

Written by Grace Richards
Updated this week

What is Dental Intelligence's HIPAA Policy?

Questions about the security of your patients' data?

Written by Bryan Motzkus
Updated this week

Why am I Seeing a DO NOT RECALL Banner?

This article explains where DO NOT RECALL comes from in your practice management system.

Written by Grace Richards
Updated over a week ago

Dental Intel - How to Change your Username / Email

This article will discuss how to update your email in Dental Intelligence

Written by Grace Richards
Updated over a week ago

Dental Intel - Important Terms & Definitions

This article will discuss the important metrics and definitions in the Dental Intelligence dashboard

Written by Grace Richards
Updated this week

When Do I Expand My Hygiene Department?

When is the right time to expand your hygiene team? Is your hygiene team at capacity?

Written by Grace Richards
Updated this week

Dental Intel - What Should My Goals Be?

This article will discuss what data you should refer to when setting your goals

Written by Grace Richards
Updated over a week ago

Dental Intel - How and Why to "Clear the Cache" in the Morning Huddle

Clearing the cache within the Morning Huddle is a very simple process that can be used to ensure it is up to date!

Written by Grace Richards
Updated over a week ago

How to identify treatment priority in Dental Intelligence

Where do Treatment Priorities come from, and how can I edit them?

Written by Grace Richards
Updated over a week ago

Matching Numbers in Dental Intelligence with Your Practice Management System

Written by Grace Richards
Updated this week

How to Use the Dental Intelligence Mobile App

This article will discuss the important tools and metrics to utilize within the Dental Intel Mobile Application

Written by Grace Richards
Updated this week

How to Automate Treatment Acceptance Tracking

This article will discuss how to set up Treatment Coordinators in your PMS for Automated Treatment Tracking in Dental Intel

Written by Grace Richards
Updated over a week ago

How to Set the Hygiene Re-appointment % Goal

This article will discuss how we recommend setting the Hygiene Re-appointment % goal

Written by Grace Richards
Updated yesterday

How to Set the NP Hygiene Reappointment % Goal

This article discusses why the New Patient Hygiene Reappointment % is critical to every practice.

Written by Kelli Law
Updated yesterday

How to Set the Patient Acceptance % Goal

Patient Acceptance % is the percentage of patients that accept some type of treatment that is presented

Written by Kelli Law
Updated yesterday

How to Set the Treatment $ Acceptance % Goal

Treatment $ Acceptance % is the percentage dollars we have presented to patients that are accepted

Written by Kelli Law
Updated yesterday

Where Can I Find Unscheduled TX?

Written by Bryan Motzkus
Updated over a week ago

How to find Unscheduled Production

Three ways patients and their treatment get lost and how you can be get that production scheduled back into your practice.

Written by Kelli Law
Updated this week

How to Push Notes into my PMS

This article discusses how you can make Dental Intelligence push Follow Up Notes back to your Practice Software.

Written by Grace Richards
Updated this week

Dental Intel - What are Follow Up Push Notes?

This FAQ is intended to help answer any questions you may have about Dental Intelligence pushing Follow Up notes back to your PMS

Written by Bryan Motzkus
Updated this week