Dental Intelligence is designed to support users who work across more than one practice location. Whether you are a practice owner overseeing a group of offices, a DSO executive tracking performance at scale, or an office admin with visibility into multiple sites, the Dental Intelligence platform includes a set of dedicated tools to help you work efficiently without switching between separate accounts or systems.

This article covers the key features available to multi-location users in the Dental Intelligence portal, including how to navigate between locations, view consolidated reporting, control user access by location, and more.

In this article, we'll cover:

Engagement Module: Multi-Location Functionality
Analytics Module: Multi-Location Functionality
DI Insurance: Multi-Location Functionality

Engagement Module: Multi-Location Functionality

Switch Between Locations

The location selector is the starting point for all multi-location navigation in Dental Intelligence. It allows you to control which practice location your current view, data, and patients are scoped to.

Users are able to change locations if the location is on the list of authorized locations in the user's settings.

Click on the practice name in the top right hand corner of the Dental Intelligence dashboard
Search for or select the location you would like to switch to:

Note: Only the Organization Admin can allow other users to access additional locations.

Copy Settings and Features to Other Locations

Streamline the set-up process of multiple locations using the Organization Setup feature to copy settings across multiple practices.

To copy settings from the currently selected practice, click on the Settings gear in the upper right corner of Dental Intelligence.

Then, click on the Organization Setup tab, and click on the Copy button to make your selections.

Click here to learn more about features and settings that can be copied between locations.

📌 IMPORTANT: Before copying settings, ensure that you have chosen the correct practice and made the correct selections. Once settings have been copied over, all previous practice settings will be deleted and replaced so please proceed carefully.

Set Default Patient Finder Filters for Each Location

In the Patient Finder dashboard, you can set a unique default filter for each location that you have access to. Just click on the Filters Library to choose a filter.

Then, select your desired filter and click Set as Default to apply it. Each time you access the Patient Finder dashboard, the default filter you have set for that location will be automatically applied. You can change default filters at any time by choosing a different one!

Message Patients Across Locations with Patient Chat

Message Patients at Another Location

DSO and multi-location users can communicate with patients from every location they have access to, regardless of the current location they're currently signed in to. Just use the location filter in the Patient Chat dashboard to select the practice(s) you'd like to view chats from to get started.

Learn more about using Patient Chat to communicate with patients.

Tip: The practice name will show beneath the patient name in the chat window so that you know which location that the patient visits.

Assign Conversations to Team Members at Another Location

Choose to assign team members from other locations to handle conversations. Click here to learn more about how to assign conversations.

Message Team Members Across Locations with Team Chat

Team Chat allows team members to search for other users from other associated locations and start individual or group conversations with them. By default, only users from a given practice are visible on the list of contacts. However, if you search for an exact name, you can reach out to anyone within a group.

Users must have access to Team Chat on their user profile. Learn how to set up user permissions. Or, learn more about how to use Team Chat.

Start a Group Message with Team Members at Another Location via Team Chat

Click on the Team Chat button
Click the Create a New Message button
Search for the team member

Sign Documents with a Saved Electronic Signature

If you are a signing user that has access to multiple practice locations in Dental Intelligence, you can save a default signature to electronically sign forms from any practice location.

Note: Access to this feature is restricted to users that have multi-location and forms signing permissions.

To add a default signature, first navigate to the Personal Assistant on the left side menu. Filter the patients list by clicking on the Forms category type
Click Sign Document on a patient that has an outstanding form that requires a signature
Add your electronic signature to sign the form. If this is your first time signing forms, click the checkbox to Save as Default Signature. This will save and populate your signature the next time you need to sign a form. If you already have a default signature saved, you will see the You are using your default signature verbiage

Learn more about signing forms.

Track Multi-Location Email Campaigns

If you manage Email Campaigns across multiple practice locations within Dental Intelligence, you can filter campaigns by location.

To get started, click on the Marketing dropdown, then choose Email Campaigns.

Then, click on the Practices column and click the checkbox next to each practice location to filter campaign results by location.

Opens and Click rate percentages for the currently selected practice will be shown in the Opens and Clicks columns. Additional metrics will be shown in parentheses in the Opens and Clicks columns on the Campaigns dashboard for campaigns sent to multiple practices.

Percentages in parentheses measure the following in campaigns sent to multiple locations:

The average percentage of Opens from all practices in the campaign will be displayed beneath the percentage of Opens from the currently selected practice.
The average percentage of Clicks from all practices in the campaign will be displayed beneath the percentage of Clicks from the currently selected practice.

Learn more about tracking Email Campaigns in Dental Intelligence.

Configure Online Scheduling Setup

Whether you’re overseeing two locations or twenty, Dental Intelligence Online Scheduling gives you the flexibility and control to keep your scheduling experience accurate, efficient, and patient-friendly.

As part of a DSO (Dental Service Organization) or dentistry group with multiple locations, setting up Group-Level Services in Dental Intelligence Online Scheduling allows you to invite patients to book online at any of your location(s).