We’re about to launch one of the biggest updates in Dental Intelligence history. Better Together launches this fall, bringing scheduling, patient communication, payments, and analytics into a single, simplified platform. No more switching between systems, disconnected workflows, or delays between data and action. Just one powerful dashboard to streamline operations, automate workflows, and drive smarter decisions.
One Workspace — Your Analytics and Engagement tools now live side by side, letting you move from insight to action without switching.
Centralized Control — Unified practice and user settings bring permissions, setup, and integrations into one easy, consolidated space.
Seamless Operations — TouchPoints™ automation paired with Team Tasks gives you complete control over every step of the patient experience — without the headache of disjointed processes.
What's Inside Right Now
With our Better Together initiative, Dental Intelligence is bringing all the tools you know and love into one powerful platform. When you log in to Dental Intelligence, you'll be able to access the following features based on your subscription and user permissions:
Personal Assistant
Stay on top of incoming patient notifications and action items, as well as outstanding Team Tasks currently assigned to you in Personal Assistant.
Patient messages. Signed forms. Online appointments. Team tasks. It’s all right here, automatically organized and easy to act on — so you can trust automation to keep the day moving while you focus on what matters most.
Filter inbox notifications by category, archive completed items, and mark tasks off of your to-do list. Learn more here.
Morning Huddle
The same Morning Huddle you know and love is now available alongside all of your Dental Intelligence features. Get a birds-eye view on what happened yesterday and last week, then plan ahead for today and tomorrow with your team. Just click Next to move between each section.
Click on each of the colorful tiles above your metrics to dive into opportunities that your practice can easily act on to improve your production, collections, and patient engagement. Learn more here.
Dashboards
The Dashboards you know and love from Analytics are now right inline with your Engagement tools so you can move right into action.
The Dashboards dropdown includes the following features:
Performance Board
Performance Board
The Performance Board is a well-rounded snapshot of key metrics that let you know how your practice is performing and highlights potential for additional growth.
Collections Board
Collections Board
With the Collections Board, you can track how quickly money is collected, paid by insurance, and average patient value so you know exactly what your practice’s cash flow looks like at all times.
Provider Pulse
Provider Pulse
In Provider Pulse, view performance of all providers in the practice, broken down into specific metrics for applied date ranges that allow you to see who’s performing well and who may need your help.
Accounts Receivable
Accounts Receivable
The Accounts Receivable dashboard is used to identify past due balances across multiple locations.
Scorecards
Scorecards allow you to choose from hundreds of powerful metrics, compare clinics, identify trends over time, and stay updated on how your organization is performing — all in one centralized space and custom-tailored to your needs.
Patients
Patients is a one stop shop to manage your interactions with your patient base. From collecting forms, sending bulk messages, and staying on top of your texts, Patients let’s you do it all.
The Patients dropdown includes the following features:
Patient Chat
Patient Chat
From sending quick message templates to responding to incoming questions, replying to and monitoring patient messages has never been easier with Patient Chat.
Patient Finder
Patient Finder
The Patient Finder provides your practice with a centralized patient database to manage patient information and communication, so you can quickly find the perfect patient segment for your next marketing email.
Note: Patient Finder filters from our Analytics-Only Portal are not yet available in the Dental Intelligence platform but will be coming soon! In the meantime, you can still access the Analytics-Only Portal to create any filters your team may need and they will instantly show up in your Filters Library just like they do today. Learn more here.
Schedule
Schedule is your hub for ensuring your operatories get filled and stay filled with the appointments your team wants.
The Schedule dropdown includes the following features:
LiveOps®
LiveOps®
Track each patient's experience in your dental practice with LiveOps®, a real-time view of what is happening at your practice and supports seamless handoffs throughout your team. The virtual operatory shows who you are expecting, who has arrived, who's already been seated, and which patient is ready to check out.
Scheduling Center
Scheduling Center
With Scheduling Center, enable your Scheduling Team to make appointments for patients across locations and providers, without having to access your PMS directly and limited permissions so they only access the scheduling features they need.
Schedule Analysis
Schedule Analysis
Use Schedule Analysis to evaluate your schedule against practice goals, find gaps in your schedule, and prepare for upcoming appointments.
Action Items
Action Items
Action Items enables you to find the right patient at the right time to keep your schedule filled with patients that will help you reach your goals. Quickly find and contact patients who want to be seen sooner, are past due for hygiene, have unscheduled treatment, or missed their last appointment.
Performance
Performance
Use Performance to gain a comprehensive understanding of your practice's online scheduling efforts and operations, so you can identify areas for improvement and optimize performance.
Configuration
Configuration
Navigate to Configuration to manage your online scheduling setup, services, Reserve with Google integration, Google Analytics tracking, and more all in one single location.
Revenue Cycle
Revenue Cycle is your action powerhouse for maintaining a healthy cash flow in your practice.
The Revenue Cycle dropdown includes the following features:
Payments*
Payments*
Get paid faster, save valuable time, and gain peace of mind. Let Dental Intelligence Payments help you manage your AR, so you can focus on providing affordable dental care and improving dental treatment. Simplify the process and speed up collections with our text-to-pay options, personalized payment requests, and recurring payment plans.
*Payments requires additional upgrade.
Eligibility*
Eligibility*
Reduce your chances of providing services for patients without insurance coverage and provide your patients with more informed cost estimation with integrated batch eligibility verification.
*Eligibility requires additional upgrade.
Follow Ups
Combine automation and human touch seamlessly with Follow Ups so your team only has to focus on what matters most to your practice. Team Tasks and TouchPoints™ together constitute our new-and-improved Follow Ups.
The Follow Ups dropdown includes the following features:
TouchPoints™
TouchPoints™
Control your practice's patient messaging automation through a birds-eye view of your current set-up and easy to enable features within the TouchPoints™ dashboard. You’ll know exactly what’s being sent and when, whether it’s appointment reminders, recall reminders, or even special birthday messages.
Team Tasks
Team Tasks
Streamline office workflows by prioritizing tasks based on urgency and patient needs. With Team Tasks, your team can stay organized and provide consistent, high-quality patient care.
Team Tasks is designed to work alongside TouchPoints™ to seamlessly connect automated communications to manual tasks, ensuring patients don’t fall through the cracks.
Dental Intelligence Bundle users: If your practice does not have Team Tasks listed, you will need to transition from Follow Up Tasks within the Analytics-Only Portal. Here is an article to help you get that enabled now.
Marketing
Take control of your practice's marketing efforts by building high quality emails, monitoring their results, and empowering your review process with our Swell integration.
The Marketing dropdown includes the following features:
Email Campaigns
Email Campaigns
With the Email Campaigns dashboard, you can see all of the marketing emails your practice has sent, as well as valuable insight into their performance so you know what's working and what's not.
Email Templates
Email Templates
Using our dynamic Email Templates builder, create visually striking emails for your customers with ease. Start from scratch or use one of the dozen of templates our DI Marketing team creates for you.
Swell*
Swell*
Use Swell to maximize your practice's visibility with online reviews and effortlessly convert website visitors into new patients with seamless webchat. No need to switch to another website to access this tool either!
*Swell requires additional upgrade.
Communication Logs
Ensure that messages you send out are successfully reaching your patients with the Communication Logs dashboard. Here you can review all automatic, manual, and scheduled messages, as well as received documents, payments, and financing applications. Learn more here.
Reports
The General Report in the Reports dropdown contains Daily, Weekly, and Monthly report dashboards that can provide more details on the performance of practice team members across a variety of metrics. Learn more here.
DSO Reports will not be available in our combined Better Together portal. DSO Reports can still be accessed in the Analytics-Only Portal by going to https://portal.dentalintel.com/.
Understanding What's Included in Your Subscription
Based on your subscription, you'll be able to access the following features:
Dental Intelligence Bundle | Engagement Only | Analytics Only |
*Payments, Eligibility, and Swell require additional upgrade. |
*Payments, Eligibility, and Swell require additional upgrade. |
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What's Coming Soon
We’re still putting the finishing touches on your new, unified Dental Intelligence experience — and that means even more powerful tools are on the horizon. While a few features from the Analytics-Only Portal aren’t available in the Better Together experience just yet, this improved integration is paving the way for exciting new capabilities you’ve never had before.
Coming Soon from the Analytics-Only Portal (still available there today):
Manage Analytics users, permissions, clinical hours, and goals
Analytics stats on the patient card
Analytics Patient Finder filters
Once created in the legacy dashboards, these will pull into the Filters Library as usual
You can still access the Analytics-Only Portal by using the App Switcher or logging in at portal.dentalintel.com.
Brand New in Better Together:
NEW! Send payment requests from the Collections Board
NEW! Send online scheduling requests from the Performance Board
Submit Better Together Feedback
Thanks for being part of our Better Together Early Access program. Your feedback helps us fine-tune new Dental Intelligence tools so they’re ready to make the biggest impact in your practice. This will only take a minute, and your input goes a long way in shaping what comes next.