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August 2023 Product Updates

This article includes all of the exciting updates we have made to our products as part of our August 25, 2023 release.

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

We have some exciting updates coming your way in our August 25, 2023 release. These updates include:

Engagement

Analytics

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


Engagement

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! Front Office User Role Added

New and existing users can now be set up as a Front Office role in Engagement.

To add a new Front Office user:

  1. Access Settings by clicking on the gear icon in the upper right hand corner

  2. Go to the Users tab, then select the Add User button

  3. In the Position Role dropdown, choose Front Office

  4. After all of the other user information has been added, be sure to click the blue Save User button

Click here to learn more about how to add new users in Engagement.

To change an existing user's role:

  1. Access Settings by clicking on the gear icon in the upper right hand corner

  2. Go to the Users tab and then use the search bar or filters to locate the user that you would like to edit

  3. Click the Edit button found under the user's name

  4. In the Position Role dropdown, choose Front Office

  5. When finished, be sure to click the blue Save User button to apply your changes

Click here to learn more about how to edit and delete users in Engagement.

NEW! Send Email Campaigns to Prospective Patients

Now single and multi-location practices can prepare and send email campaigns to prospective patients by uploading a CSV file.

Only users with Admin permissions have access to Email Campaigns.

Important note: Recipients listed in the uploaded CSV file will not be linked to any chart in your Practice Management Software (PMS) and can be created or removed later. These recipients will be shown as Unlinked Patients in the Engagement Patients Dashboard.

  1. Access the Email Campaigns tab

  2. Click the blue Create campaign button in the upper right corner

  3. Within the Create campaign window, choose to select target recipients From a file and then click Format example to download a CSV file template

  4. For single location email campaigns: The CSV file must include each recipient's first name, last name, and email address

  5. For multi-location email campaigns: The CSV file must include each recipient's first name, last name, email address, and practice GUID. What's a GUID?

    Important note: If you do not add a GUID to the CSV file that you upload to your email campaign, the email will be sent out from the location that you are currently logged in on.

  6. When the CSV file has all of the recipient data added, save it and then click Choose file to upload your saved file and add your recipients to the campaign

Click here to learn more about sending Email Campaigns.

Click here to learn more about tracking Email Campaign Metrics.

Updated Engagement Payments: Void Transactions

Transactions in Engagement Payments can now be voided. If a refund is issued the same day a payment is made or if the payment has not yet been processed, the payment will be voided and the funds will not be taken from the patient's account.

To void a same day payment or a payment that has not been processed:

  1. Access Payments from the left side menu of Engagement

  2. From the Transactions tab, locate the patient transaction that needs to be voided by using the search bar (if necessary)

  3. On the desired transaction line item, click on the Actions button and then click Refund

Click here to learn more about voiding and refunding transactions

in Engagement Payments.

Updated Patient Chat: Expand the Messaging Window

For added convenience, the Patient Chat messaging window can now be expanded to show your entire typed message.

Click into the messaging window to begin typing your message. Click on the bottom right corner of the messaging window to expand it.

Click here to learn more about using Patient Chat in Engagement.


Analytics

NEW! DSO Scorecards (Beta)

Dental Intelligence is excited to announce that DSO Scorecards are now in Beta!

DSO Scorecards are a great tool that you can use to create customized reports that focus on the practice locations and data that you care about most, giving you the insight you need to drill down on specific metrics and find opportunities.

To access DSO Scorecards, hover over the DSO Dashboards icon in the left side navigation of Analytics and then click on DSO Scorecards.

Important note: You must be an Admin user to access DSO Scorecards. For assistance with user permissions, please contact support.

To create a new scorecard from scratch:

  1. Click on the blue + Create Scorecard button in the upper right corner

  2. Enter the scorecard name and then click Create scorecard

  3. Once the scorecard has been created, the following default settings are automatically applied:

    • Time Range: Previous week

    • Locations: Currently selected practice

    • Metrics: Gross Production and Scheduled Production

  4. To change the default settings, click on the dropdown lists available for the Time Range, Locations, and Metrics. Be sure to click the blue Apply button to save your selections and generate an updated scorecard

  5. If desired, modify the order of the metrics shown by clicking on the metric header, then dragging and dropping it

  6. When finished applying your selections, click the blue Save changes button in the upper right corner and choose Replace existing scorecard

Click here to learn more about using DSO Scorecards in Analytics.

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