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Analytics: How to Reconnect to your Practice Management Software
Analytics: How to Reconnect to your Practice Management Software
What to do when you see that Dental Intelligence is not syncing with your Practice Management Software
Sam Miller avatar
Written by Sam Miller
Updated over a week ago

You're probably here because you saw that Dental Intelligence is not connected to your Practice Management need to panic! Usually this just means that for one reason or another, Dental Intelligence failed to connect to your Practice Management Software.ย 

A few of the most likely reasons could include:

โœ”๏ธ Your server computer was turned off at the time Dental Intelligence tried to sync
โœ”๏ธ Internet was down at the time of the sync
โœ”๏ธChange or Update to your Practice Management Software

Luckily, the fix is incredibly simple! ๐Ÿ˜„

๐Ÿ’ฅ Important: Most of the time, Dental Intelligence syncs from your server to perform the resync, you will need someone who has access to that computer!ย 

๐Ÿ’ฅ Note: Your Server Computer is most likely a computer found in a back room in your office that is not used every day. Our support team might be able to assist in identifying your server computer. You might have an IT Group that maintains your server computer. If so, this article can be shared with your IT Group or you can connect your IT Group with our Support Team.

How to Re-Sync your Dental Intelligence

Step by Step Instructions:

๐Ÿ’ฅ Note: If you have Dentrix, open and sign in to Office Manager on your server before following these steps

  1. Once you are on the server computer, simply double click the Dental Intelligence icon on the desktop that looks like this

  2. This will open the sync tool where your credentials should be auto-populated, click Sign In

    *If your credentials do not auto-populate, call support at 801-717-2777 to receive your sync ID and password*

  3. Now just choose which Practice Management Software you are currently using and check the box โ˜‘๏ธ to agree to Terms and Services and click Next

  4. This will automatically trigger the sync. The Sync Tool pop up will disappear automatically when it is completed

And BLAMO! You're DONE! ๐Ÿ‘Š๐Ÿผ

๐Ÿ’ฅ Important: Don't worry if nothing changes right away - it will take two to three hours before your data is processed

Once the processing time has passed, it's important that you log out and log back into your Dental Intelligence dashboard. This will fully refresh and reflect the new sync status if it is complete. (The Red Banner at the top of your dashboard will disappear and your data will be up to date.)

If you run into any issues along the way or if for some reason the sync doesn't complete... feel free to reach out to our support team at 801-717-2777 and choose option 2.

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