Running a dental practice means juggling much more than patient care. Between managing the business, keeping schedules full, and supporting your team, there is a lot to stay on top of.

This resource is designed to organize Dental Intelligence training for admins, product champions, and implementation leads. Our goal is to help you quickly find the training most relevant to your role so you can spend less time searching and more time running your practice.

Go to dentalintel.com and click Log In.

Then, enter your credentials to access your platform.

You can click the in-app walkthrough to take a guided tour, or watch the platform overview video here:

To give your team access, follow the in-app walkthrough or watch the user setup video here:
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*If you are using Engagement only, you can skip this step.

If you are a Full Bundle or Analytics-only customer, set up provider goals and clinical hours to begin tracking performance.

In this webinar, you will learn how to edit forms and consents, set up appointment reminders, and turn on team tasks.

Online Scheduling allows patients to request or book appointments online, helping reduce phone calls and fill your schedule more efficiently. This feature is included in your Full Bundle/Engagement subscription but is optional to set up.

To learn how to enable Online Scheduling, you can:

*Payments is a premium add-on to your subscription

With DI Payments, practices collect an average of $25,000 more within the first 3 months, get paid about 12 days faster than offices not using the platform, and keep all statements and transactions secure. It also supports flexible payment options, including HSA, debit, and major credit cards, making it easier for patients to pay and for teams to get paid.

To learn how to enable Payments, you can:

*Insurance and Eligibility are premium add-ons to your subscription

With Dental Intelligence insurance, you can handle claims from start to finish in one place with digital submissions, real-time tracking, and unlimited attachments at no extra cost. Additionally, verify eligibility instantly or automatically in the background, and know exactly what payers need with claim validation.
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To learn how to set up DI Insurance, you can:

The Team Training Webinar provides a broad overview of daily workflows that apply to most roles in your practice. If you are overseeing the implementation of Dental Intelligence, please plan to attend this webinar. You can either have your team join the webinar with you, or attend on your own and share the training with your team afterward.

Now that you understand how to get set-up and understand the basic functionality in your product, it's time to learn about the features that will impact your daily workflows before introducing it to the team.

*Not applicable to Engagement Only users.

Dental Intelligence makes that start effortless by building your Morning Huddle before the day even begins. Key metrics are automatically compiled into a clear, customizable view for your entire team, so everyone walks in aligned and informed.

To learn how to run a Morning Huddle you can:

*Not applicable to Engagement Only users.

Your Analytics Dashboards are where you will view practice, provider, and collections metrics. How often you review these dashboards is up to you, but regularly reviewing them and discussing them with your team can help you stay on track with your practice goals.

To learn how to use your dashboards, you can:

*Applicable to Full Bundle Subscriptions

Stay on top of every patient outreach so your team always knows who to contact, why, and when. With Dental Intelligence Follow Ups, your daily task list is automatically generated with the patients that need immediate attention, helping your team save time and stay focused.

To learn how to use your dashboards, you can: