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Updates to the unified Dental Intelligence Portal
Updates to the Engagement Module
Updates to the Analytics Module
Updates to the unified Dental Intelligence Portal
Team Tasks enhancements
Assign tasks to user role: In addition to assigning tasks to specific users, you can now choose to assign tasks to a particular role type (ie, Front Office). Tasks generated will be assigned to team members with this role using balanced assignment logic (the user with the least amount of tasks will receive the first task and so on).
Filter tasks due today or all open tasks in Personal Assistant: Quickly see which tasks are due by you today, or view all your open tasks by clicking on the Today/All tabs in the Personal Assistant dashboard.
Task attempts writeback: Task attempt records now write back to the Communication Logs dashboard as well as the patient card and your practice management software.
📌 Important: Only the attempt date, attempt result, and task reschedule date are captured in comm logs. Task notes do not writeback to the comm logs or PMS.
Additional configurations for automated Outstanding Treatment tasks: When you enable auto-created Outstanding Treatment tasks, configure the following options:
Set the minimum-maximum value of the outstanding treatment
Set the minimum-maximum months since the treatment was updated
Choose if the task should be created as soon as the patient meets the criteria or if it should be created after the last Outstanding Treatment TouchPoint has been sent (*The Outstanding Treatment TouchPoint is temporarily disabled; this logic will be available when the TouchPoint is available).
Choose when automated Hygiene Recall tasks should be created: When you enable auto-created Hygiene Recall tasks, choose when to create tasks based on the patient's recall due date or your Hygiene Recall TouchPoint campaign.
Set default due dates for automatically-created tasks: When a task is generated automatically, you can choose how many days from creation it should be due. Setting due dates helps ensure your team completes important tasks on time. We've set recommended defaults to help you get started.
This setting is available on these task types:Hygiene recall
Broken appointments
Outstanding treatment
Past due accounts
Conversations
Form signatures
Note: Appointment confirmation tasks are automatically due on the day of the appointment.Patient contact information shown when marking an attempt: To make it even easier to contact patients, patient phone and email details are displayed when logging a task attempt.
Updates to the Engagement Module
Portal login update
With this most recent update, only valid email addresses can be used to create Dental Intelligence users as well as log in to the Dental Intelligence portal. Usernames are no longer supported.
All email updates and notifications will now be sent exclusively to your login email address on file for your user. Additional contact emails can no longer be used to access the portal or receive system communications.
Online Scheduling enhancements
Expired/cancelled quick-fill slots removed from LiveOps schedule: Now when proposed appointment slots expire or get cancelled, they'll be removed from the LiveOps schedule so that you always know what times are available.
Select multiple services for a single time block (Beta): Previously, each time block could only be assigned to a single Practice-Level Service, which limited your scheduling options. Now, you can assign multiple services to the same time block, giving you the flexibility to configure your schedule in a way that matches your practice's needs.
Updated: Availability and Time Blocks toggle (Beta): Previously, there were two separate toggles that needed to be turned on in order for Dental Intelligence to read provider schedules and time blocks created in Dental Intelligence Online Scheduling and override the settings in your practice management software. We've consolidated these settings into one single toggle now available in the General Settings tab of Online Scheduling.
Updates to the Analytics Module
Analytics Payments officially sunset
Analytics Payments has been officially removed from the Analytics-Only portal and is no longer available. All payments functionality now lives exclusively within the Engagement module on our unified Dental Intelligence platform. Dental Intelligence Payments gives you everything Analytics Payments offered, plus powerful new capabilities including:
What this means for you:
Already using Dental Intelligence Payments? No action needed. Your payments continue without interruption.
Not using Dental Intelligence Payments? If you need to collect payments through Dental Intelligence, contact your Account Manager to learn more.
We appreciate your understanding as we continue consolidating our platform to provide you with a more powerful, unified experience.
Streamlined user roles
We've streamlined the user roles in Analytics to match those used in the Engagement module, making it easier to manage permissions across both products. We removed five Analytics-specific roles (Hygiene Coordinator, Insurance Coordinator, Marketing, Practice Owner, and Team Leader) and mapped users to equivalent roles that exist in both systems:
Hygiene Coordinator and Insurance Coordinator users are now assigned to the Front Office role
Marketing users are now assigned to the Professional Services role
Practice Owner and Team Leader users are now assigned to the Administration role
Important: Your team's access and permissions remain the same.
View multi-location Production and Collections metrics in the Provider Pulse
Now you can view providers across multiple locations in the Provider Pulse when Production or Collections metrics are selected. Just click on the new Locations dropdown to choose locations that you have access to.
New Scorecards metrics
Five new periodontal metrics are available in Location Scorecards this month. These metrics help you track perio case performance at the Treatment Team level:
Case Perio Patients Seen w/Tx Team
Case Perio Presented w/Tx Team
Case Perio Presented w/Tx Team %
Case Perio Accepted w/Tx Team
Case Perio Accepted w/Tx Team %
These new metrics make it easier to measure your perio efforts and identify exactly which providers are driving results. Celebrate your wins, spot opportunities to improve patient care, and track the impact on production—all with Treatment Team-level visibility that aligns seamlessly with Provider Pulse data.
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 product update, please contact our Support team.