Dental Intelligence offers two separate task management tools: Team Tasks in the unified Dental Intelligence dashboard and Follow Up Tasks in the Analytics-only portal. The functionality between these tools is different.

This article explains the key differences to help you understand which tool is right for your practice.

Quick Overview

Feature	Team Tasks	Analytics Follow Up Tasks
Where it lives	Unified Dental Intelligence dashboard (Follow Ups > Team Tasks)	Analytics-only portal (legacy)
Who it's for	Practices on the full Dental Intelligence bundle	Practices using the Analytics-only module
Auto-create tasks	✅ Yes — configurable per task type, works with TouchPoints™	✅ Yes — automatic tasks can be enabled by an admin
Auto-complete tasks	✅ Yes — configurable per task type	✅ Yes — tasks close automatically based on activity
Auto-delete tasks	✅ Yes — configurable per task type (except Conversation tasks)	✅ Yes — tasks auto-delete when the trigger condition is resolved
Bulk task creation	✅ Yes — via Patient Finder Bulk Actions	✅ Yes — via Patient Finder
Individual task creation	✅ Yes — from the patient 3-dot menu anywhere in the unified portal	✅ Yes — from patient card
Assign to specific user or role	✅ Yes — assignable to a specific user or role type	✅ Yes — reassignable individually or in bulk
Log attempts	✅ Yes — with attempt notes	✅ Yes — mark contacted/not contacted with notes
PMS writeback	✅ Yes — attempt date, result, and reschedule date write back to Open Dental, Dentrix, and Eaglesoft. Task notes do not write back to the PMS.	✅ Yes — task notes only
Task types available	Appointment Confirmation Hygiene Recall Missed Appointment Outstanding Treatment Past Due Account Post-Op Conversation Form Signature Other	Appointment Confirmation Hygiene Recare Unschedule Broken Appointment Unscheduled Treatment Past Due Account Past Due Claims Other Post-Op
Integrated with TouchPoints™	✅ Yes — tasks can be triggered after TouchPoint™ campaigns end	❌ No
Multi-location support	✅ Yes — assign tasks to team members at other locations	❌ No
Reporting	✅ Yes — Team Member Scorecards track task performance	✅ Yes — Follow Up Results dashboard tracks performance
Task actions visible throughout the portal	✅ Yes — tasks assigned to you appear in Personal Assistant	✅ Yes — Follow Up Tasks tile in Morning Huddle Today/Tomorrow view
User permissions	Granular — Full, Limited, or No access; Admins need Full permissions to change automation settings	Admin-only to enable; users can then create and manage tasks

Key Differences Explained

Where Each Tool Lives

Team Tasks is part of the full Dental Intelligence bundle and is accessed from the unified dashboard by navigating to Follow Ups > Team Tasks. It is deeply integrated throughout the Engagement module and TouchPoints™ automation.

Analytics Follow Up Tasks are part of the legacy Analytics-only module and are only accessible from the Analytics-only portal. Practices that have upgraded to the full Dental Intelligence bundle should use Team Tasks instead.

Task Types

Team Tasks supports 9 task types, each with its own configurable automation rules:

Appointment Confirmation
Hygiene Recall
Missed Appointment
Outstanding Treatment
Past Due Account
Post-Op
Conversation
Form Signature
Other

Analytics Follow Up Tasks supports 8 task types and uses a more general follow-up structure without the same breadth of structured task types or per-type automation settings.

Appointment Confirmation
Hygiene Recare
Unschedule Broken Appointment
Unscheduled Treatment
Past Due Account
Past Due Claims
Other
Post-Op

Automation and TouchPoints™ Integration

Team Tasks integrate directly with TouchPoints™ automation. For most task types, you can configure tasks to be auto-created after a TouchPoint™ campaign ends and the patient still hasn't taken action (e.g., scheduled an appointment or confirmed). This means your team is alerted at exactly the right moment — after automated outreach has already been attempted.

Analytics Follow Up Tasks do not integrate with TouchPoints™. Tasks are created manually or by enabling automatic Follow Ups in the Analytics-only portal settings.

PMS Writeback

Team Tasks write attempt activity back to your practice management software (PMS), including the attempt date, attempt result, and any rescheduled due dates. This keeps your PMS communication logs current without extra manual entry.

Open Dental: Patient > Account > Communication Log
Dentrix / Dentrix Enterprise: Patient > Office Journal
Eaglesoft: Patient > Account > Patient Notes

📌 Important: Team Task notes do not write back to the PMS — only the attempt date, attempt result, and reschedule date are recorded.

Analytics Follow Up Tasks writeback task notes only and must be enabled in Analytics settings.

Reporting

Both tools offer performance reporting, but through different surfaces:

Team Tasks: Track performance through Team Member Scorecards in the unified dashboard. Data syncs every few hours.
Analytics Follow Up Tasks: Track performance through the Follow Up Results dashboard in the Analytics-only portal.

Which Tool Should I Use?

The right tool depends on which Dental Intelligence product your practice is using:

If you are on...	Use this tool
The full Dental Intelligence bundle (Engagement + Analytics, unified dashboard)	Team Tasks
Analytics-only (legacy portal)	Analytics Follow Up Tasks
Transitioning from Analytics to the full bundle	Team Tasks — see our transition guide here

Team Tasks vs. Analytics Follow Up Tasks: What's the Difference?