Engagement
Analytics
Engagement
Attach Images to Review Requests
When editing your Online Review Requests TouchPoint, now you can choose to attach an image by selecting the checkbox, then clicking Choose file to upload your image (Note: The same image will be sent to all patients. Do not upload any personal health information).
Online Scheduling Action Items Filters
We've added a few new filters to your Action Items lists:
When accessing your ASAP List, you can now filter by Preferred Appointment Time and Date Requested. Just click on the column to apply the desired date and/or time slot to your list and show patients who meet that criteria.
When accessing your Broken Appointments List, you can now filter by Scheduled Date. Just click on the column to apply filter(s) to your list and show patients who meet that criteria.
Sunsetting Legacy Email Campaigns
Effective the December 2024 release, we've sunset our legacy version of Email Campaigns, which was previously accessed by clicking on Settings > Templates > Email Campaigns.
If you haven't yet transitioned to using our comprehensive Email Template Builder and Campaigns Dashboard that we launched in March 2024, we've got resources to get you started!
Learn more about how to use the Template Builder:
DSO: Choose to Add or Replace Settings
Now when copying the following settings to additional locations you can choose to either add content or replace the receiving location's content with these new selections:
Forms
Consent templates
Email templates
Message templates
Online scheduling services
When copying functions in Settings, just choose Add or Replace and then make your selections from the library dropdown:
Analytics
Insurance Carrier Scorecards
Make better decisions by knowing how well insurance companies are performing for your team with Insurance Carrier Scorecards! Choose metrics that are important to you and see how each insurance carrier is performing over time.
To get started, just choose Insurance Carriers as your focus when creating a new Scorecard.
Important note: New Scorecards data can take up to a week to populate past time periods for each practice. If you do not see data after a week has passed since the release, please contact our Support team.
DI Engagement Metrics in Scorecards
Know the stats behind the vital role Dental Intelligence is playing in your standard operating procedures and patient interaction workflows by seeing metrics like number of appointments confirmed with Engagement and whether or not your patients had all required forms filled out ahead of their appointments.
With this release, you'll have 12 DI Engagement metrics to choose from:
DI Appointments Online Scheduled
DI Appointments Online Scheduled New Patients
DI Appointments Confirmed
DI Appointments Confirmed %
DI Appointments Confirmed After 1st Try
DI Appointments Confirmed After 2nd Try
DI Appointments Confirmed After 3rd Try
DI Appointments Not Confirmed
DI Forms All Completed before Check-in
DI Forms Average Session Length
DI Forms Completed at Check-in %
DI Forms Outstanding before Check-in
Want to see all of the DI Engagement metrics in one place? Use the Dental Intelligence Engagement Performance template. Learn more about using pre-made Scorecard templates here.
Note: If you do not utilize Dental Intelligence Engagement, DI Engagement metrics in Scorecards will not populate data.
Additional Scorecards Templates
We've added 2 new Scorecard Templates that capture metrics we recommend reviewing on a regular basis to keep a pulse on the health of your practice.
Choose the Dental Intelligence Engagement Performance template or the Referral Sources Review template to get started.
