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What Notes from my PMS can I see in Dental Intelligence?
What Notes from my PMS can I see in Dental Intelligence?

This article will explain where to make notes in your Practice Management Software so that you can see them in Dental Intelligence.

Grace Richards avatar
Written by Grace Richards
Updated over a year ago

Certain note types added from within your Practice Management Software have the ability to be pulled into Dental Intelligence as well.

Click on your Practice Management Software for additional details:


Practice Management Software (PMS) Notes

Here is a list of note types made in each Practice Management Software that can be pulled into Dental Intelligence:

Dentrix Notes (must to be requested)

  • Office Journal

  • Patient

  • Guarantor Account

If you would like your Dentrix notes to be added into Dental Intelligence, please contact our support team.

EagleSoft Notes (automatic)

  • 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)

  • Commlog

Fuse

  • Currently no notes are pulled into Dental Intelligence from Fuse

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