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Updates to the unified Dental Intelligence Portal
Updates to the Engagement Module
Updates to the unified Dental Intelligence Portal
Team Tasks enhancements
Choose exactly when a team task is created after a broken appointment — either immediately when it's detected or a set number of days after the TouchPoint campaign ends (if TouchPoint is enabled). This gives your team more flexibility to manage follow-up workflows in a way that fits how you work.
When a TouchPoint is disabled, the option to auto-create tasks after that TouchPoint campaign ends is now hidden, preventing misconfiguration.
Team Tasks for unsigned forms can now be triggered a set number of days after the patient submits the form — giving your team a reasonable window to sign without generating an immediate backlog.
Updates to the Engagement Module
NEW! TouchPoints safeguard for high-volume sends
For Hygiene Recall, Patient Reactivation, and Outstanding Treatment TouchPoints that can reach a large number of patients at once, you now have the option to control the rollout:
Send to all eligible patients immediately upon enabling the TouchPoint
Or, only to patients who meet the criteria going forward once the TouchPoint is enabled
This gives you more control and helps avoid unexpected mass sends.
Outstanding Treatment TouchPoint now available
The Outstanding Treatment TouchPoint is now available in the TouchPoints dashboard. Use this TouchPoint to set up automated outstanding treatment reminders to contact patients with current outstanding treatment and get them on your schedule. Learn more here.
Assign multiple scheduling blocks to a single service
You can now assign multiple blocks to a single practice-level service in Dental Intelligence Online Scheduling. Previously limited to one block per service, this update gives practices much more flexibility to build scheduling configurations that reflect how they actually operate. Learn more about setting up practice-level services.
Reserve with Google improvements
If a practice-level service linked to Reserve with Google is marked as not visible, you'll now see a clear warning icon with guidance on how to fix it. If all services are affected, a banner at the top of the page will let you know. This makes it much easier to keep your online scheduling set up and running smoothly.
