Dental Intelligence is in constant connection with your practice management software, however, Analytics and Engagement modules do sync data differently, and that’s intentional based on how each tool is used.
Analytics is designed to give you the high-level view of your practice — production, collections, case acceptance, and more. Because it’s about trends and big-picture performance, nightly syncs are enough to give you accurate, reliable insights without needing up-to-the-minute data.
Engagement is where you’re working the details in real time — confirming appointments, sending reminders, requesting payments, and so on. Since you’re taking action directly with patients here, Engagement updates automatically throughout the day so your team is always working with the most current information.
In short: Analytics shows you the story of your practice, while Engagement is where you act on today’s details.
Learn more below about the specific sync schedule of each Dental Intelligence feature.
Feature | Sync Schedule |
Morning Huddle | Nightly |
Scorecards | Nightly |
Performance Board | Nightly |
Collections Board | Nightly |
Provider Pulse | Nightly |
Patient Chat | Real time |
Patient Card | Patient details are synced with the PMS every time the patient card is opened |
Patient Finder |
|
Forms & Consents | Real time |
Online Scheduling Appointments | Real time |
Online Scheduling Practice/Provider Availability & Schedule Blocks |
📌 Important note: The first sync to your practice management software takes approximately 24-48 hours. Until the initial sync is processed, data will be incomplete. Please wait for the initial sync to finish before utilizing Online Scheduling in your practice. After the initial set-up sync has been completed, all standard syncs will occur nightly. |
Schedule Analysis | Nightly |
Payments | Real time* (must have automatic writeback settings enabled) |
General Reports | Nightly |