Call Insight: New Patient Opportunity

This article will discuss how to add new patient information into Call Insight

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

Dental Intelligence wants to make sure you get the most out of you first call with a potential new patient. You can add a new patient opportunity's name, insurance, reason for call, etc., all from the Call Pop Up in Call Insights.

To learn more on how to make your first point of contact with a new patient the most productive for your office, watch the video below.

How to Add a New Patient Opportunity

  1. Click view on the Unknown Caller notification

  2. Select the New Patient Opportunity Icon

  3. Enter in the new patient opportunity information

  4. Click Save

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