How To's

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50 articles in this collection
Written by Kelli Law, Bryan Motzkus, and Antonio Acosta

How to use Bulk Scheduling inside of Dental Intelligence

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Written by Bryan Motzkus
Updated this week

How to complete a Follow Up

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Written by Bryan Motzkus
Updated over a week ago

How to create a Follow Up

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Written by Bryan Motzkus
Updated over a week ago

How to save a custom Patient Finder list

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Written by Bryan Motzkus
Updated over a week ago

Patient Credit Balances and Dental Intelligence

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Written by Bryan Motzkus
Updated over a week ago

How to use an announcement banner with Online Scheduling

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Written by Bryan Motzkus
Updated over a week ago

How to make appointments show as confirmed in Dental Intel with OpenDental

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Written by Bryan Motzkus
Updated over a week ago

How to make appointments show as confirmed in Dental Intel with Dentrix

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Written by Bryan Motzkus
Updated over a week ago

How to Export Source Data

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Written by Bryan Motzkus
Updated over a week ago

How to export a Patient Finder list

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Written by Bryan Motzkus
Updated over a week ago

How to send customized texts and emails inside of Dental Intelligence

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Written by Bryan Motzkus
Updated over a week ago

How to create Follow Ups from a Patient Finder list

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Written by Bryan Motzkus
Updated over a week ago

How to create a Follow Up on the Patient Card

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Written by Bryan Motzkus
Updated over a week ago

How to change your email in Dental Intelligence

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Written by Bryan Motzkus
Updated over a week ago

How to attempt a Follow Up

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Written by Bryan Motzkus
Updated over a week ago

How and Why to "clear the cache" to update 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!
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Written by Bryan Motzkus
Updated over a week ago

How to: Cross-Domain Tracking with Google Analytics for LocalMed

Are you ready for this?
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Written by Bryan Motzkus
Updated over a week ago

How to: Automatically Closing Follow Ups

When automatic follow-ups are set up, Dental Intel won't only just create follow-ups but close them under certain circumstances as well.
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Written by Bryan Motzkus
Updated over a week ago

How to contact our Support Team

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Written by Kelli Law
Updated over a week ago

Front Office: The Key to your Office Culture is YOU.

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Written by Bryan Motzkus
Updated over a week ago

Office Manager: The Key to your Office Culture is YOU.

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Written by Bryan Motzkus
Updated over a week ago

Practice Owner: The Key to your Office Culture is YOU.

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Written by Bryan Motzkus
Updated over a week ago

Clinician: The Key to your Office Culture is YOU.

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Written by Bryan Motzkus
Updated over a week ago

Online Scheduling Training for EagleSoft

This video will walk you through online scheduling training with EagleSoft.
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Written by Antonio Acosta
Updated over a week ago

Online Scheduling Training for Open Dental

This video will walk you through online scheduling training with Open Dental.
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Written by Antonio Acosta
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?
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Written by Bryan Motzkus
Updated over a week ago

Online Scheduling Training for Dentrix

This video will walk you through online scheduling training with Dentrix.
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Written by Antonio Acosta
Updated over a week ago

Matching Numbers in Dental Intelligence with Your Practice Management System

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Written by Kelli Law
Updated over a week ago

Best Practices For The Best Data

Get the best numbers from your practice management system by following these best practices.
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Written by Kelli Law
Updated over a week ago

How to use the Dental Intelligence mobile app

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Written by Bryan Motzkus
Updated over a week ago

How to automate Treatment Acceptance Tracking

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Written by Kelli Law
Updated over a week ago

How to set the Production per Visit Goal

How to set your production per visit goal
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Written by Kelli Law
Updated over a week ago

Understanding the Monthly Review Email

A description of what is in the Monthly Review
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Written by Bryan Motzkus
Updated over a week ago

How to set the Hygiene Reappointment % Goal

Hygiene Reappointment is what drives continued growth the practice
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Written by Kelli Law
Updated over a week ago

How to sync Dental Intelligence with your practice management software

First time sync? Need some help? No worries!
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Written by Bryan Motzkus
Updated over a week ago

How to set the NP Hygiene Reappointment % Goal

New Patient Hygiene Reappointment % is critical to every practice.
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Written by Kelli Law
Updated over a week ago

Practice Owner: A Successful Day

Here we provide 3 recommendations to work smarter, not harder.
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Written by Bryan Motzkus
Updated over a week ago

How to set the Patient Acceptance % Goal

Patient Acceptance % is the percentage of patients that accept some type of treatment that is presented
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Written by Kelli Law
Updated over a week ago

How to set the Treatment $ Acceptance % Goal

Treatment $ Acceptance % is the percentage dollars we have presented to patients that are accepted
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Written by Kelli Law
Updated over a week ago

Office Manager: A Successful Day

Here we provide 3 recommendations to work smarter, not harder as an Office Manager.
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Written by Bryan Motzkus
Updated over a week ago

Morning Huddle - What Happened Yesterday?

What metrics you should track and why!
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Written by Bryan Motzkus
Updated over a week ago

Morning Huddle - What's Happening Today?

Not just who is coming in and what they are coming in for...but what opportunities are there to provide more and better dentistry!
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Written by Bryan Motzkus
Updated over a week ago

Morning Huddle - What's Happening Tomorrow?

Schedule to hit your productions daily and make sure the schedule is filled with patients!
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Written by Bryan Motzkus
Updated over a week ago

Clinician: A Successful Day

Here we provide 3 recommendations to work smarter, not harder as a clinician.
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Written by Bryan Motzkus
Updated over a week ago

Front Office: A Successful Day

Here we provide 3 recommendation to work smarter, not harder as a receptionist.
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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.
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Written by Kelli Law
Updated over a week ago

How to push notes into my PMS

This article goes into detail on how you can make Dental Intelligence push Follow Up Notes back to your Practice Software.
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Written by Bryan Motzkus
Updated over a week ago

How to push notes into your practice management software

This FAQ is intended to help answer any questions you may have about Dental Intelligence pushing Follow Up notes back to your PMS
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Written by Bryan Motzkus
Updated over a week ago

How to schedule patients in Dental Intelligence

Below are some frequently asked questions to help you understand the different ways you can schedule patients inside of Dental Intelligence
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Written by Bryan Motzkus
Updated over a week ago

How To Fix Pending Appointments

Pending appointments are appointments that have been booked but have not yet been entered into a practice management system.
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Written by Antonio Acosta
Updated over a week ago