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Engagement
Analytics
Engagement
Automated Quick-Fill Scheduling: Propose open time slots to multiple patients in LiveOps
Now you can propose an available appointment time to patients on any of your Action Items lists directly from your LiveOps dashboard! Choose a proposal offer method to get patients booked on your schedule:
First-come, first-served: All selected patients will receive the invite at the same time. The first patient to confirm gets the appointment slot. Other patients will see an expired message if they click on the scheduling link once the slot is filled.
Send in 30-min intervals: Invites will be sent to up to 10 selected patients (in the order in which they were selected) every 30 minutes until one confirms the appointment. Once confirmed, invites will stop, and patients who received the link but didn’t confirm will see it marked as expired.
To schedule or propose a new appointment, click on the starting time in an available operatory and drag your cursor to the selected end time, then release.
Tag patients from Patient Chat
Tag patients directly within Patient Chat! Just click on the tag [ + ] icon to the left of the patient's name and choose an existing tag or create a new label.
Copy/paste images directly into treatment plans
We've made including images in treatment plans even easier by adding copy/paste capabilities!
Instead of needing to import a previously saved snippet, just take your snippet and right-click or use Ctrl+C to copy it. Then, click within the treatment plan window and use Ctrl+V to paste it.
Dentrix users: This will cut down on time spent saving snipped images. Learn more about adding images to treatment plans here.
Enable Google Tag Manager integration and add GA4 trackers to custom scheduling links
Gain better insights on exactly which links are driving patient leads. We’re updating our Google Tracker integration by moving it from custom widgets to custom scheduling links. This means you can now use Google Tag Manager/GA4 Measurement IDs without needing a scheduling widget coded onto your website, making it more flexible and easier to use! With this change, Google Analytics will capture scheduling link clicks from any link you share that’s set up for tracking—not just those on your website widget.
Enable the Google Tag Manager integration in Online Scheduling General Settings to add tracking IDs automatically on all of your existing custom scheduling links and scheduling invitations, or add GA4 Measurement IDs just on the links you'd like to track.
Explore resources about our Google Tag Manager and GA4 integration in Engagement Online Scheduling:
Name custom scheduling links internally for easier tracking
Now you can give custom scheduling links an Internal Name, visible only to your teammates and making it easier for you to track the performance of your links by providing more clarity on their purpose and audience!
The Internal Name will appear in the URL Activity section and the Scheduled Appointments CSV Report on the Online Scheduling Performance dashboard, replacing the patient-facing name. This change helps you quickly identify which link is tied to which demographic or purpose, ensuring a smoother and more efficient experience.
Filter by Scheduled Date in the Action Items Broken Appointments list
When accessing your Broken Appointments list in the Online Scheduling Action Items dashboard, you can now filter by scheduled date. Just click on the Scheduled Date column and choose to view All, Today, Yesterday, Last Week, or Custom (date range) from the dropdown. Learn more about the Action Items dashboard.
Simplified messaging opt-out selections in the patient card
We've simplified text, email, and review request opt-out selections in the Communication Preferences section of the patient card. If a patient chooses to opt out of text/email messages or you opt them out directly from the patient card, they will no longer receive texts or emails from your practice (including appointment reminders).
Note: Patients who were previously opted out of texts but opted in to appointment reminders via text will no longer receive those reminders. They will need to be opted in to receive ALL texts in order to receive appointment reminder texts. Learn more about updating Communication Preferences in the patient card.
Analytics
Password reset required every 90 days if not utilizing MFA
If you haven’t enabled multi-factor authentication (MFA) for your Dental Intelligence account, don’t worry—you’ll just be prompted to update your password every 90 days to keep your account secure. This simple step helps protect your information and ensures everything stays safe.
To make things even easier, you can enable MFA in Analytics and skip the regular password updates while boosting your account’s security! Learn how to enable MFA here.
Collections Board metrics updates
AR Aging and Claims Aging metrics now reflects data for current and open time periods
Previously, AR Aging and Claims Aging data, trend indicators, and trend charts did not reflect the selected time range, and excluded open time periods. Now, when you use the date picker, these two metrics will reflect data based on your selected time frame, giving you a complete and responsive view.
Here’s what you can expect:
Trend details in months will display data for the past 12 months plus the current month
Trend details in weeks will show data for the past 12 weeks plus the current week
Trend details in years will provide data for the past 2 years plus the current year
These improvements ensure you have a clearer and more flexible view of your metrics!
Note: Source details for these metrics will not include data from open time periods.
Aligned KPIs
To provide a more seamless experience and ensure consistent data across the platform, we’ve updated AR Aging, Claims Aging, Annual Patient Value, and Collections to align with the KPIs used in Scorecards. This change helps eliminate confusion and this is an ongoing project to ensures you always have the most consistent and high quality data at your fingertips.
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 with DI Engagement metrics in Scorecards!
With this release, you'll have 11 additional DI Engagement metrics to choose from:
DI Cases Presented
DI Cases Accepted
DI Cases Accepted %
DI Campaign Emails Sent
DI Campaign Emails Opened
DI Campaign Emails Opened %
DI Campaign Emails Link Clicked
DI Campaign Emails Delivered
DI Campaign Emails Delivered %
DI Hygiene Recall Invites Sent
DI Hygiene Recall Appts Scheduled
Want to see DI Engagement metrics all in one place? Use the Dental Intelligence Engagement Performance template. Learn more about using pre-made Scorecard templates here.
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.
If you do not utilize Dental Intelligence Engagement, DI Engagement metrics in Scorecards will not populate data.
Smoother conversations with our Scorecards AI Assistant
We have improved your chat experience even more with the ability to now use the Scorecard completely while you maintain a conversation with AI to find insights and shorten your tasks to communicate your findings with others. With the ability to minimize the AI Assistant chat window, you can now pick up right where you left off in the conversation after reviewing the scorecard, adding more metrics, changing time frames, and other crucial workflows. Learn more about how to use the Scorecards AI Assistant.