How PMS Notes Sync to Dental Intelligence
Different PMS systems handle note syncing differently. Some notes sync automatically, while others require you to request activation from our support team.
Dentrix Notes - REQUIRES SUPPORT REQUEST
⚠️ Action Required: Dentrix notes do NOT write back to Dental Intelligence automatically. You must contact our support team to enable them.
Once enabled by support, the following note types will be available from Dentrix in Dental Intelligence:
Office Journal
Patient notes
Guarantor Account notes
To enable Dentrix notes: Contact the Dental Intelligence support team and request that Dentrix notes be added for your account.
Eaglesoft Notes - Automatic
✓ No action needed - These notes sync with Dental Intelligence automatically:
Operatory
Contract
General
Letter
Modified
Transaction
Pre Auth
Primary Claim
Secondary Claim
Primary Insurance
Secondary Insurance
Recall
Rx Writer
Statement
Accountant
Open Dental Notes - Automatic
✓ No action needed - These notes sync with Dental Intelligence automatically:
Commlog
Fuse Notes
Not Available: Notes from Fuse are not currently pulled into Dental Intelligence.
Need Help?
Dentrix users: If you want to see your PMS notes in Dental Intelligence, contact our support team to request activation.
All other users: If you have questions about which notes are syncing or need troubleshooting assistance, please reach out to our support team.