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Engagement: The Dental Intelligence Mobile App for Staff

Learn how to use the Dental Intelligence mobile app in your practice and with team members

Erika Gardner avatar
Written by Erika Gardner
Updated this week

For dental practices looking to provide staff with a quick and easy way to access critical data within their Dental Intelligence tools when away from their computer, the Dental Intelligence app provides access to the schedule, reports and analytics, patient messaging, Team Chat, notifications from LiveOps, and more while maintaining compliance and permission-based access, ensuring streamlined workflows, accessing data quickly, and enabling staff to provide an exceptional patient experience.

As of April 2025, we've consolidated our DI Analytics and ModentoGo mobile app features into the new and improved Dental Intelligence app. Now, both Engagement and Analytics users can login to the Dental Intelligence mobile app using their portal credentials.

Download the Dental Intelligence Mobile App

Download the Dental Intelligence mobile app through your mobile app store:

Or scan the QR codes below:

Get the app on the Apple App Store:

Get the app on the Google Play store:


What's Inside

Our app for your dental practice gives staff members the ability to quickly view vital information and communicate with others internally and externally. In the app, you can easily access the daily schedule, send and receive messages to patients and team members, and view patient information. Everything you need is always in the palm of your hand.

Notifications

Easily manage patient notifications from LiveOps®, Patient Chat, Team Chat, and Appointments within the Notifications tab of the Dental Intelligence mobile app.

Choose which notifications you'd like to see here by setting up your Notification Settings.

Team Chat

Stay connected with team members even when you're away from your computer by using Team Chat in the Dental Intelligence mobile app. Conveniently hide/mute conversations at any time, directly within the app.

Patient Chat

Keep up with patient conversations directly from the Patient Chat tab of the Dental Intelligence mobile app. Tap on a conversation to open it and reply to patients via text, or use the 3-dot menu to view patient info, call the patient, or send an email instead.

Note: You cannot mark messages as read/unread or assign conversations in the mobile app. To perform these actions, you'll need to access Patient Chat in Engagement on your computer.

My Schedule (Analytics)

See how many patients have been scheduled by hour by provider, as well as scheduled and unscheduled production data in the My Schedule tab of the Dental Intelligence mobile app.

Select provider(s) from the provider dropdown list and set a time period using the date picker in the righthand corner, or by tapping on a date shown in the week view.

Analytics

Within the Analytics tab of the Dental Intelligence mobile app, you can view the following metrics:

  • Production

  • Same day production

  • Collections

  • Production per hour

  • Hygienist visits per hour

  • Average treatment presented

  • Treatment $ acceptance %

  • Same day treatment $ acceptance %

  • Hygiene reappointment %

  • NP hygiene reappointment %

  • Patient acceptance %

  • Patient diagnostic %

  • Average accepted $ per patient

  • Perio visit %

  • Perio acceptance %

  • Perio diagnostic %

  • Fluoride treatment %

Important note: The Production per Hour in the Dental Intelligence mobile app may not match perfectly with the Production per Hour found in the Analytics dashboard (portal.dentalintel.com) because of how the system pulls data. The mobile app pulls data by days and the Analytics dashboard pulls it by a time frame.

Customize your metrics by selecting provider(s) from the provider dropdown list and setting a time period using the date picker in the righthand corner.

Choose which metrics you'd like to see by tapping on the settings gear.

View your Engagement Dashboard

Quickly access your Engagement dashboard by tapping on the View in browser tab of the mobile app. Your device will open a new browser window and redirect you to the Engagement portal. Learn more about Engagement here.

Schedule (Engagement)

Use the Schedule tab in the Dental Intelligence mobile app to quickly view appointments by date, provider, and operatory.

Important note: If your Dental Intelligence subscription does not include any of the features outlined above, you'll be alerted that it is not included within the app:

If you're interested in learning more about a certain feature, just tap to contact our sales team!


Set Up App Notifications on your Device

Office staff can enable push notifications on their mobile devices or smart watches to make sure they are always on top of the situation. You can customize which features you want to receive push notifications for, including LiveOps®, Appointments, Patient Chat, and Team Chat.

Enable iPhone Notifications

  1. Open iPhone Settings

  2. Scroll down until you see Dental Intelligence in the apps list and tap to open it

  3. Choose Notifications and configure them as desired

Enable Apple Watch Notifications

  1. Open the Watch app on your iPhone

  2. Tap Notifications

  3. Scroll down to the Mirror iPhone Alerts From section. In the list of apps you currently have, locate the Dental Intelligence app and ensure that the toggle is set to ON (green)

Enable Android Notifications

  1. Open the Settings app (usually found on your home screen or in the app drawer)

  2. Scroll down and tap Apps or Apps & notifications (this may vary slightly depending on your phone model and Android version)

  3. Tap See all apps or App info to view the full list. Scroll or search to find and tap on Dental Intelligence

  4. Tap Notifications. Make sure the toggle switch next to Show notifications is turned ON (it should be blue or green)

  5. Optionally, review individual notification categories (if available) to customize which types of alerts you want (e.g., messages, reminders, etc.).

  6. If you want to see notifications on the lock screen go to Settings > Lock screen > Notifications. Make sure they’re set to Show content


Manage Notification Settings in the Dental Intelligence App

Now that you've set up your personal device to allow push notifications from the Dental Intelligence app, set your app Notification Settings to meet your preferences so that you're always in the know!

  1. Open the Dental Intelligence mobile app and login

  2. Tap the menu icon in the top left hand corner of the screen

  3. Click on Notification Settings

  4. Tap the feature toggles to enable or disable notifications

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