As the year wraps up, we’re excited to share a fresh round of enhancements across the unified Dental Intelligence Portal, the Engagement Module, and the Analytics Module. These updates are designed to streamline your workflows, strengthen patient communication, and provide even clearer visibility into practice performance.

Coming Soon to the unified Dental Intelligence Portal

Updates to the Engagement Module

Coming Soon to the Analytics Module

You can now send scheduling invitations to patients straight from the Performance Board. This makes it easier than ever to take action on opportunities surfaced in your metrics—no need to navigate away to another tool.

To start sending scheduling invites, just click on the magnifying glass icon to open source data on any of the following metrics:

Learn more about sending scheduling invitations from the Performance Board.

Whether you’re reviewing dashboard source data or your Morning Huddle, clicking on a patient name in any Analytics feature now directly opens the unified patient card. Enjoy a seamless connection between your data and your patient details.

Location Scorecards now include team member-level drilldowns, allowing you to analyze Team Tasks performance by individual team members with a single click.

Maintain privacy with confidence. The new PHI Toggle lets you quickly hide or reveal protected health information across Engagement module features—perfect for screen shares or training sessions where patient information needs to be kept secure.

Once the toggle is enabled, patient health information will be hidden or blurred within Engagement module features.

Batch-send detailed patient statements directly from Dental Intelligence. This update saves time while ensuring your patients receive clearer, more complete billing information.

If your practice has credit card surcharging enabled in Payments, you now have the ability to waive or refund surcharging fees associated with credit card transactions, offering more flexibility and improving the patient checkout experience.

When collecting payment from your physical or virtual terminal, just select 'Disable surcharging for this payment' to waive the surcharge fee for that credit card transaction.

To include surcharge fees when issuing patient refunds, turn on the 'Issue full refund (including surcharge fee)' toggle in Settings > Practice Setup > Payments.

We've made a small change to the Schedule dropdown in the lefthand navigation. The Configuration tab is now the Online Scheduling tab. Click here to review and update your Dental Intelligence Online Scheduling settings as usual.

You can now add a post-scheduling URL redirect to your general or custom scheduling links, giving patients a more polished, trust-building experience after they've made an appointment.

If you choose to add a URL redirect to any of your scheduling links, the patient will be redirected to that URL within 3 seconds of successfully scheduling.

Track, review, and take action on all pending scheduling invitations from two convenient hubs: LiveOps® and the Scheduling Center. No more guessing who has or hasn’t responded, plus you can cancel pending invitations.

When proposing or scheduling an appointment from LiveOps® or the Scheduling Center, click on the ASAP List and review the following columns:

Now when a patient is seated in LiveOps® and you need a doctor or anesthetics assistance chair-side, Dental Intelligence users with the following roles will be available to choose from in the selection list:

To make managing Online Scheduling provider availability even easier, you can now use Reset to practice hours directly from the operatory list view or calendar view.

When selected, you’ll see a confirmation message letting you know that your current availability for that date will be replaced with your default office hours. Once confirmed, the system automatically updates the schedule to match your practice’s standard hours.

The patient card now includes a Broken Appointment rate percentage, giving you quick insight into appointment reliability at the individual level. To find this metric, open the patient card, then click Stats.

Keep your most frequently used Scorecards just a click away by adding them to your Favorites for faster, easier access. Just click on the star icon or Actions > Favorite to add them to your Favorites list.

You can now share Scorecard access directly from any open Scorecard, making collaboration easier and ensuring the right team members have visibility into performance. Just click on the group icon to select the location(s) or team member(s) to share access with.