May 2023 Product Updates

This article includes all of the exciting updates we have made to our products as part of our May 2023 release.

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

We have some exciting updates coming your way in our May 2023 release. These updates include:




If you don't currently have any of these features included in your product bundle, please click here and a Dental Intelligence Representative will be reaching out.


Important note: In order to take advantage of the most current product updates, you must be on the most recent version of the Engagement Bridge. Click here to learn how to update your bridge.

NEW! Top Bar Navigation Redesign

We've made Dashboard Settings easier to access. Your settings are now located in the top right corner of the dashboard. All of the settings tabs are still available and operate as usual.

To learn more about Engagement Dashboard features and functions, click here.

Improved Widget Functionality & Statistics

Within the settings of your Online Scheduling widgets, you now have the ability to view the widget conversion rate, as well as preview the widget on your site so that you can see how the widget will look to your patients.

To access these improved features:

  1. Navigate to the left side bar and click Online Scheduling

  2. Choose Settings from the dropdown menu

  3. Click the Widgets tab

If you have multiple widgets, each widget will display its own conversion rate.

To preview each widget on your site, click on the three dot menu on the far right and then click Widget preview. A new window will open that displays the widget design and location on your site.

For more information about using Online Scheduling widgets, click here.


DSO Reports: Updated Reporting Features & Metrics

DSO Reports has experienced significant growth in the past few months. To keep up with the needs of your practices and to provide better insight into your data, we've made some additional changes to our reporting features and metrics to ensure you can access the information you need efficiently. These changes include:

Renamed metrics

We've renamed metrics that did not reflect the numbers that were actually being shown to provide better clarity.

Operations Report: Top 20/Bottom 20 merged with Summary tab

The Summary and Top 20/Bottom 20 tabs of the Operations report have been merged in order to prevent confusion about duplicate versions of the same metrics.

Operations Report: Net Production now available by Entry or Procedure Date

Within the Summary and Provider tabs of the Operations report, you now have the ability to switch between net production by entry or procedure date in order to reduce the number of columns and improve visability.

New Patient Summary Production & Treatment Acceptance Rates

We've added an option to the New Patient Summary tab of the Patients report to allow users to indicate how their dental organizations identify production and treatment acceptance for new patients.

For more information about Analytics DSO Reports reporting features, click here.


Eligibility Verification 'Action' Column & 3-Dot Menu

We've added an 'Action' column and 3-dot menu to the Eligibility tab of the Insurance module. Now, you can easily view the information you need with a single click.

Learn more about eligibility verification using DI Insurance here.

If you don't currently have any of these features included in your product bundle, please click here and a Dental Intelligence Representative will be reaching out.

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