FAQ's

Frequently Asked Questions

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38 articles in this collection
Written by Kelli Law and Bryan Motzkus

Why Using ADA Codes is Crucial to Having Accurate Data

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Written by Bryan Motzkus
Updated over a week ago

Why does/doesn't a patient show up on the Payments to Request list?

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Written by Bryan Motzkus
Updated over a week ago

Which metrics do not update when the date range on the Collections Board changes?

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Written by Bryan Motzkus
Updated over a week ago

What is the Ticker Board and how do I customize it?

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Written by Bryan Motzkus
Updated over a week ago

What is "source data"?

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Written by Bryan Motzkus
Updated over a week ago

What is the "i" icon in Dental Intelligence?

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Written by Bryan Motzkus
Updated over a week ago

What are the metrics on the Ticker Board?

The Ticker Board lives on the Performance Board as well as the Collections Board
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Written by Bryan Motzkus
Updated over a week ago

What are Production Settings and how do I use them?

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Written by Bryan Motzkus
Updated over a week ago

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

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Written by Bryan Motzkus
Updated over a week ago

What is in the AR Aging Report?

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Written by Bryan Motzkus
Updated over a week ago

Scheduled Hours vs. Actual Hours: What's the difference?

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Written by Bryan Motzkus
Updated over a week ago

What are the benchmarks?

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Written by Bryan Motzkus
Updated over a week ago

FAQ's: Bulk Scheduling

Have questions about the in's and out's of Bulk Scheduling? Read this FAQ to learn more
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Written by Bryan Motzkus
Updated over a week ago

What is the difference between Gross Production and Net Production?

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Written by Bryan Motzkus
Updated over a week ago

How do I view Stats in the Dental Intelligence mobile app?

Scheduling giving you a tooth ache?
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Written by Bryan Motzkus
Updated over a week ago

What Notes from my PMS can I see in Dental Intel?

This article will explain where to make notes in your Practice Management Software so that you can see them in Dental Intel.
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Written by Bryan Motzkus
Updated over a week ago

The data in Dental Intelligence is outdated, how do I fix this?

What to do when you see that Dental Intelligence is not syncing with your Practice Management Software
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Written by Bryan Motzkus
Updated over a week ago

How do automatic production goals work?

How to set production goals for your providers
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Written by Bryan Motzkus
Updated over a week ago

How can I run an awesome Morning Huddle?

Holding a Morning Huddle is a must for top performing practices. di. has one ready for you each morning.
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Written by Kelli Law
Updated over a week ago

What is the difference between Cancellations and No Shows?

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Written by Bryan Motzkus
Updated over a week ago

Why should I use Follow Ups?

Using Follow-Ups is the best way to improve production and increase appointments in your practice
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Written by Bryan Motzkus
Updated over a week ago

Where do Follow Up notes show up in Dentrix?

This article explains where you can access Dental Intelligence Follow Up notes inside of Dentrix
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Written by Bryan Motzkus
Updated over a week ago

How do I turn on Auto Follow Ups?

Learn how to set up your Auto Follow Ups to have Dental Intelligence start working for you!
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Written by Bryan Motzkus
Updated over a week ago

Why should I use Follow Ups daily?

Now that your Auto Follow Ups are turned on, learn how to use them here!
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Written by Bryan Motzkus
Updated over a week ago

How do I see my Follow Ups performance?

Learn how to view the number of calls made and patients scheduled here!
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Written by Bryan Motzkus
Updated over a week ago

How is production calculated?

Learn more about how the profitability formula helps you to understand more about where production comes from and how to increase it!
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Written by Bryan Motzkus
Updated over a week ago

What are hygiene visits?

Why are there so many different Visits numbers on the Performance Board?
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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?
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Written by Bryan Motzkus
Updated over a week ago

Where do Follow Up notes show up in OpenDental?

This article explains where you can access Dental Intelligence Follow Up notes inside of OpenDental
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Written by Bryan Motzkus
Updated over a week ago

Where do Follow Up notes show up in EagleSoft?

This article explains where you can access Dental Intelligence Follow Up notes inside of EagleSoft
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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?
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Written by Bryan Motzkus
Updated over a week ago

What is Dental Intelligence's HIPAA policy?

Questions about the security of your patients' data?
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Written by Bryan Motzkus
Updated over a week ago

Why am I Seeing a DO NOT RECALL Banner?

This article explains where DO NOT RECALL comes from in your practice management system.
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Written by Bryan Motzkus
Updated over a week ago

What should my goals be?

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Written by Bryan Motzkus
Updated over a week ago

How do I set Production Goals?

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Written by Bryan Motzkus
Updated over a week ago

Important Definitions

Important metric definitions in the Dental Intelligence system
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Written by Kelli Law
Updated over a week ago

What is the most common problem Dental Intel sees in dental practices?

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Written by Kelli Law
Updated over a week ago

When do I expand my hygiene department?

When is the right time to expand your hygiene team? Is your hygiene team at capacity?
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Written by Bryan Motzkus
Updated over a week ago