Effective February 2025, we will be sunsetting Call Insight to focus development on our Engagement Screen Pops. You may continue to use Call Insight until the end of February 2025, but there will be no future development, and we will stop providing support for this feature at the end of 2024.
Already an Engagement user? Your Call Insight service will be transitioned to our Screen Pops feature.
Interested in adding Engagement to your Dental Intelligence subscription? CLICK HERE to contact us!
Before calling a patient back, take a minute to pull up the patient's Pop Up Card to view clinical information, family information, and more!
The video below will walk you through where to access your Patient Section and how to view a patient's Pop Up Card.
How to View Patient Information in Call Insight
Access the Patients tab in Call Insight
Search for the patient
Click the patient name to pull up their patient card
