Running a dental practice involves juggling countless details — from managing patient forms and reminders to keeping communication consistent across locations. Dental Intelligence takes these everyday tasks off your plate by automating them, giving your team more time to focus on what really matters: your patients.

Automation isn’t just about saving time — it’s about transforming the way your practice operates. Dental Intelligence uses automation to streamline paperwork, reminders, review requests, and patient communications, helping your team work smarter, not harder.

Say goodbye to stacks of forms and manual data entry. With automated digital forms, patient information flows directly into your system, reducing errors and freeing your team from tedious administrative work. No more chasing missing documents or sorting through files — just a smoother, faster check-in process.

When routine tasks run automatically, your staff can spend less time clicking and more time connecting. Whether it’s focusing on patient care, managing treatment plans, or enhancing the in-office experience, automation helps your team stay present where they make the biggest impact.

Automated reminders, follow-ups, and review requests keep patients informed and engaged without adding extra work for your team. Every message is sent at the right time, every time — helping patients stay on track with appointments and care while building lasting trust with your practice.

If your practice operates in multiple locations, automation ensures your patient experience stays uniform everywhere. The same forms, reminders, and follow-ups go out automatically, maintaining consistency and professionalism across all offices.

With automation at work, your patients enjoy a smoother journey from start to finish. Forms are completed ahead of time, reminders arrive automatically, and follow-up messages are never missed. The result? Less waiting, fewer surprises, and a better experience for everyone.

As dental practices increasingly use digital tools to improve the patient experience, appointment reminders have become an important part of confirming and rescheduling appointments. Appointment reminders are crucial to ensure that patients show up for their appointments and help reduce the cost associated with no-shows.

Save your office staff time, help patients keep their regularly scheduled checkup appointments, and encourage appointment bookings with our automated appointment communication solution, TouchPoints™.

Positive reviews are essential for attracting new patients to your dental practice. Asking existing patients for reviews can be a time consuming process, so why not streamline the process with automation?

Use Dental Intelligence to automate the process of gathering reviews by turning on the Online Review Request TouchPoint™, which sends a review request to patients shortly after their appointment. This request can be personalized for each patient, allowing you to create a customized and engaging review request. After the patient has completed their review, the system will direct them to popular review sites like Google or Yelp –– allowing you to increase your presence online.

In addition to automating your patient communication, you can also choose to include (or not include) a link for patients to fill out outstanding forms/consents along with your message!

The 'Request Outstanding Forms and Consents' checkbox is selected by default on the following TouchPoints™:

If you do not want to request forms/consents with these TouchPoints™, be sure to disable the checkbox.

Looking to improve collections on outstanding balances? Add up to two automatic follow up reminders to single or bulk payment requests sent in Dental Intelligence.

Payment follow up reminders are delivered via text or email automatically, based on the preferences as they have been set in the patient card. Learn more here.

A comprehensive dental marketing strategy must include email marketing, and that's where we come in. Marketing for dentists doesn't have to be a time-consuming, full-time job. Dental Intelligence provides you with a vast library of professionally designed email marketing templates, so all you have to do is customize and send.

Did you know that you have the power to effortlessly schedule emails to be sent out at a specific date and time? With this amazing feature, you can effectively plan and execute your email campaigns with utmost precision. Now you have the tools to craft a meticulously tailored email, packed with relevant information, exclusively for a targeted group of patients.

Team Tasks work alongside TouchPoints™ to create tasks for staff members at your practice, ensuring essential patient follow-ups are never missed. Streamline office workflows by prioritizing tasks based on urgency and patient needs. With Team Tasks, your team can stay organized and provide consistent, high-quality patient care.

Task Settings allow you to choose how tasks are created, completed, and deleted in Dental Intelligence. Depending on the task type you have selected, you may choose to enable auto-create, auto-complete, and auto-delete settings as well as configure additional rules that determine who the task is assigned to and/or when the action is triggered.

Learn more about how to use Team Tasks.