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!
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
Click view on the Unknown Caller notification
Select the New Patient Opportunity Icon
Enter in the new patient opportunity information
Click Save