By automating the process of communicating treatment recommendations and providing patients with an easy way to access their records, Dental Intelligence eliminates the need for the back-and-forth communication of treatment suggestions.

Dental Intelligence allows patients to easily connect with their doctor and handle their treatments with ease. In order to make sure that treatments are added to the treatment plan correctly, there are some steps needed depending on the software you are using. Learn how to prepare and send treatment plans.

This is the perfect place for you to unlock a range of convenient payment options, tailored to meet your specific needs. With our comprehensive selection of choices, you'll have the flexibility to choose from a variety of payment methods.

Navigate to Settings > Practice Setup > Treatment Plans to get started. Once your treatment plan is securely saved in your practice management software, and your financing options are in place, you'll be fully equipped to effortlessly prepare and dispatch it to your patients. Learn more about setting up treatment plan payment options.

Creating a visual representation of what treatment a patient's smile needs, how long it will take, and how much it will cost will give your patient a sense of ownership and transparency throughout their journey. The best part? You can easily attach intraoral photos, X-rays, and other essential documentation to Dental Intelligence treatment plans to provide patients with all the information they need to make informed decisions about their treatment. Learn more about attaching treatment plan images.

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With our advanced Dental Intelligence platform, Online Scheduling empowers you with a multitude of features. Effortlessly send out invitations to schedule appointments, whether it's to individual patients or an entire group.

Take it a step further by customizing links tailored to each patient's specific treatment needs. This means that even for specialized procedures, you can directly provide patients with a personalized online scheduling link, enabling them to conveniently book their appointments online. Learn how to set up scheduling links.

By embracing Online Scheduling, we make it easier than ever to accommodate the needs of busy patients or those who may experience phone-related anxiety. Say goodbye to the hassles of phone calls, and welcome a streamlined approach that allows patients to schedule appointments at their convenience, enhancing their overall experience with your practice. Learn how to create an Online Scheduling widget.

Setting goals is an essential part of tracking your practice's performance. When you set expectations, you can easily identify areas where you are meeting them and areas that need further improvement. With Dental Intelligence Analytics, you can easily set goals for all providers and make sure that the whole team is on the same page with what they are aiming to accomplish. Learn how to set goals.

The Morning Huddle is a great way to quickly analyze the performance of your team and identify areas that need further attention. This gives you insight into who has outstanding treatment that needs to be scheduled, and allows you and your team to plan what you will do with specific patients to make sure their next phase of treatment can get completed ASAP.

To ensure a productive Morning Huddle, we suggest celebrating wins and quickly discussing an opportunity for improvement with a positive mindset. It helps to have agreed-upon metrics to measure success; good metrics to consider include yesterday’s treatment acceptance percentage, prior treatments accepted, and doctor/hygienist production per visit. Learn more about the Morning Huddle.

Treatment follow-ups can become a long and tiring experience — managing patient records, ensuring they receive the necessary care, and ensuring that their insurance is up to date — but with the right strategy, you can streamline the entire process. In this article, we walk through four steps that you can implement to create a streamlined and efficient strategy for treatment follow up.

The first step to strategizing treatment follow up is to maximize the potential of communication logs. Communication logs are a great way to keep track of all correspondence sent from Dental Intelligence, as well as between staff and patients. Learn more about tracking sent and scheduling communication.

Use Team Tasks to automatically create tasks for team members so patients with production potential don't slip through the cracks. The Outstanding Treatment task type captures patients who have been diagnosed with treatment and are still unscheduled.

Learn more about how to use Team Tasks.

Our mobile app for staff is an app designed for your team that has everything you need to manage patient appointments, communication, and more from the comfort of your office. With the Team Chat feature, your patients can conveniently contact you to book appointments –– whether it's a toothache striking at 3AM on a Monday or any other time, their appointment with you is just a few clicks away.

The Patient Chat section of the Dental Intelligence app allows seamless coordination between you and your patients. You can ensure they schedule the appropriate type of appointment and address all their queries before they visit the office. Learn more about the Dental Intelligence mobile app.

Patients with outstanding unscheduled treatment represent a pool of potential production for your practice, contributing to your financial stability and growth. With their needs already identified, these patients offer a ready-made opportunity for treatment planning and scheduling, streamlining your practice's workflow. Learn how to send an email to patients with unscheduled treatment.