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!
Call Insight Settings
To access your Call Insight Settings, click into your profile in the bottom left hand corner:
Refer to the following sections to learn more about each of these settings:
Auto Popup
When the Auto Popup setting is toggled ON, the Call Insight application will automatically open and the patient card will automatically load when a patient calls.
When the Auto Popup setting is toggled OFF, the call notification will display and must be clicked on before the Call Insight application and patient card loads.
HIPAA Protected
The HIPAA Protected toggle allows you to hide or blur patient information that appears within the application.
Practice Users
Practice Users contains all active and inactive users in your Dental Intelligence. Here you can add, edit, deactivate or reactivate users, as well as see the history of previous log ins.
Change Profile Picture
Change Profile Picture allows you to upload a new profile picture from your workstation to your personal account.