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Dental Intelligence
Dental Intelligence
A collection of articles and videos to help you better understand Dental Intelligence
+1
103 articles in this collection
Written by
Kelli Law,
Bryan Motzkus,
Grace Richards
and 1 other
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
Getting Setup
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
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
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
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
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
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
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
Schedule
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
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
Using Dental Intelligence by Role
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
FAQ's
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