Dental Intelligence

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.

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How to View Patient Information in Call Insight

Access the Patients tab in Call Insight

Click the patient name to pull up their patient card

1. Access the Patients tab in Call Insight
2. Search for the patient
 
 
3. Click the patient name to pull up their patient card

This article covers how to access the Patient Section of Call Insight.

Call Insight: Patients Section

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