Filling out and entering patient information is time consuming. In an increasingly paperless world, we are happy to provide online patient forms to make life easier for both patients and dental practices.

The Engagement module provides you with a library of digital forms that were created and developed by our team members with experience in the dental field. These forms automatically update into your Practice Management Software, so you don't have to print, sign, scan and shred, all day every day.

Before sending forms to patients, we recommend you look through the forms library to identify if there are any changes that need to be made. To begin using forms, navigate to Settings > Forms.

Learn more about editing forms.

Now that you've started using paperless forms, allow patients to easily submit forms that write back directly into your practice management software and go straight into the patient file with DI Kiosks. Create a smooth, effortless experience from beginning to end for every patient by using kiosks!

Using DI Kiosks in your practice will:

Learn how to set up your in-office kiosk(s).

Online Scheduling with Dental Intelligence lets your patients schedule fully booked appointments directly into your practice management system anytime, and from anywhere.

To begin using Online Scheduling within the Engagement module, navigate to the left side menu and expand the Schedule dropdown:

Verbiage acts as a library of all enabled TouchPoints™ messages that are sent to patients. To customize TouchPoints™ message content, navigate to Settings > Verbiage.

Click into each message type to view the content that is included. These will be separated as Text messages, Emails, and App Messages. We recommend keeping these similar to maintain consistency when communicating with patients.

To edit Verbiage content, simply select the pencil icon next to the message type. Once you have customized the verbiage as needed, select the Save button. Learn more about customizing verbiage.

A full schedule is a successful schedule. Dental Intelligence keeps your patients coming back and helps your dental practice increase production with a variety of automated recalls, reminders, and even reactivation messages enabled in the TouchPoints™ dashboard.

Dental Intelligence makes it easy to set up all automated messages in your centralized TouchPoints™ dashboard, just navigate to Follow Ups > TouchPoints™.

Enabling automated recalls and reminders can be accomplished in just a few clicks. Just click Add TouchPoint to get started, then choose the automated message type to set up your customizations.

Learn more about setting up TouchPoints™.

Swell is software that gathers patient reviews and feedback, gives you concrete steps you can use to improve, and helps you build a reputation that has new patients fighting to get an appointment. Swell is fully integrated with Engagement, which makes managing reviews easier than ever.

If you currently use Swell, learn how to set up Swell within Engagement by watching the quick video below:

In order for Dental Intelligence to be able to calculate the Production per Hour metric, we need to know how many hours each provider is available to be chair side with patients, ie, Clinical Hours.

As a best practice, assign a team member to update Clinical Hours every day. On the first day of the week and the first day of the month, review and ensure the providers scheduled hours are correct for the coming week or month.

Access Clinical Hours by navigating to Settings > Practice Info > Clinical Hours. Learn how to set up Clinical Hours here.

Setting goals is invaluable when tracking performance and celebrating growth. You can reference 2 basic categories to help identify what your goals should be:

This data will allow you to identify realistic goals rather than idealistic goals. Data driven goals are more likely to be met and will help to motivate you and your team! Learn more about how to set goals here.

Dental Intelligence's Morning Huddle is one of our most popular features for good reason – it changes the way dental practices plan their days, fill holes in the production schedule, and celebrate successes. With an automatically generated agenda (which you have full control over), your team can see what is really happening, what is scheduled to happen and what could happen in order to have a successful day.

Navigate to the Morning Huddle in the left side menu of Dental Intelligence.

To get the best information out of the Morning Huddle, it’s important to make sure that your practice information is entered and up to date. Before you host your first huddle, please do the following:

By customizing the Morning Huddle, the first 15 minutes of your day is spent productively. You have all the metrics you need, automatically organized into an easy-to-read, customizable presentation. That means no more running reports manually, and no more mornings spent elbow-deep in your practice management system. Your agenda is set, and you're ready to set your practice up for success.

Team Tasks work alongside TouchPoints™ in the Engagement module 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. Choose from the following task types:

Team Tasks assigned to each team member are shown in their Personal Assistant dashboard, making it easy for your team to stay on top of their assignments.

Team members can use the 3-dot menu next to each task to reassign, log attempts, reschedule, or delete the task.

Learn more about Team Tasks.

Create accurate, comprehensive treatment plans that take a patient’s coverage and out-of-pocket expenses into account.

If patients are aware of their coverage and costs up-front, they’re more likely to be satisfied with their experience at your dental practice.

Dental insurance verification ensures the correct procedures and costs are billed to the insurance provider, minimizing the work it takes to get accurate statements.

Accurate answers allow your practice to receive the payment you’re owed while decreasing the hours it takes staff to manually verify insurance.