October 2023 Product Updates

This article includes all of the exciting updates we have made to our products as part of our October 20, 2023 release.

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

We have some exciting updates coming your way in our October 20, 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 contact you.


NEW! Automated Insurance Eligibility Verification

Reduce your chances of providing services for patients without insurance coverage and provide your patients with more informed cost estimation with integrated batch eligibility verification within Engagement.

The Eligibility tab in Engagement requires a subscription to our DI Insurance module. Interested in adding DI Insurance to your subscription? Click here to contact a representative and learn more about getting set up.

Important note: Before you can begin using the Engagement Eligibility tab, you must be using Engagement Bridge Version 132 or higher. Click here to learn how to update your Engagement Bridge.

To begin verifying patient eligibility, navigate to the Eligibility tab in the Engagement left side menu.

Set up an Automatic Verification Rule or use the calendar button to populate a list of patients and view their insurance payor, appointment date, date of last verification, and current eligibility status.

Filter the populated patient list based on patient eligibility status.

Instantly verify individual patient eligibility status using the refresh icon or use Bulk Action to batch verify multiple patients at once.

You can also verify patient eligibility individually in the patient card. Drill down into specific patient insurance details by clicking on the patient name to open their Patient Card.

In the Details section of the patient card, locate the patient's insurance status. Click on the refresh icon to review their insurance details.

Add insurance details directly in the Patient Card, then click Verify insurance.

View submitted insurance forms in the Documents section of the patient card. Choose to download the insurance form or manually send the form to your practice management software (PMS).

Please note: The PDF is automatically sent to your practice management software shortly after when the patient submits the form and PDF is created. The 'Send to PMS' option should be used only if for some reason the PDF file was not yet stored and is required right now.

Click here to learn more about automatic patient eligibility verification.

NEW! Scheduling in LiveOps

Now you can now make appointments directly from your LiveOps® dashboard! LiveOps® makes it easy to add patients to your schedule or accept online appointment requests directly from the operatory blocks.

  1. Click on the LiveOps® dashboard from the left side menu in Engagement

  2. Click on the calendar button or use the external arrows to change the date

  3. Operatories shown in green are available for scheduling. To schedule a new appointment, click on the starting time in an available operatory and drag your cursor to the selected end time, then release

  4. After releasing your cursor, click on the Schedule button (or click on the X in the upper right corner to remove your selection and start over)

  5. In the scheduling window, use the search bar to locate the desired patient by name

  6. Next, select the service type

  7. Next, select the provider or hygienist, then click Schedule

  8. The newly scheduled appointment will now show up as a blue block on the operatory schedule

Click here to learn more about scheduling/confirming

appointments in LiveOps®.

Patients Dashboard: Outstanding Treatment Filter

The Patients dashboard now includes an Outstanding Treatment column filter. This filter captures patients that have outstanding treatment that has not been scheduled.

Click on the Outstanding Treatment filter to enter minimum and maximum treatment plan dollar values. Add procedure code tags to capture treatment plans that involve certain procedures. Select Exact match only to limit the results to patients with procedures limited to the specified tag(s).

Click here to learn more about using filters in the Patients Dashboard.

Online Scheduling Performance Board: Multi-Location View

As a multi-location practice, you can select multiple locations to view appointment data for each office. To view scheduled appointment stats:

  1. Access the Online Scheduling Performance Dashboard from the left side menu in Engagement

  2. From the location dropdown on the right side of the page, select the available practices

  3. The graph will update to reflect multiple locations and show the corresponding data in totals at the top of the graph

Click here to learn more about the Online Scheduling Performance Dashboard.

Click here to learn more about multi-location features in Engagement.

Online Scheduling Action Items: Outstanding Treatment List

The Online Scheduling Action Items dashboard now includes an Outstanding Treatment tile.

Click on the Outstanding Treatment tile to populate a list of patients that have outstanding treatment that has not been scheduled. Hover over the patient balance to preview the procedure(s) and fees.

Click here to learn more about the Outstanding Treatment tile in Action Items.

NEW! Treatment Refusal Consent Option

You can now choose to attach a Treatment Refusal Consent to any patient treatment plan in Engagement.

When preparing a treatment plan, select the option to Request Treatment Refusal Consent upon rejection to attach a Treatment Refusal Consent to the patient's paperwork.

Upon reviewing the provided treatment plan, the patient will select to either accept or reject the treatment plan:

Should the patient choose to reject the treatment plan, they will be presented with the previously selected Treatment Refusal Consent. The patient must select to acknowledge that they are confirming the above outlined refusal.

Click here to learn more about Treatment Refusal Consents.


Relocated Product Resources & Support Button

The Product Resources & Support button has moved! In your Analytics dashboard, click on the Question Mark button at the bottom of the left side menu navigation to access learning resources like written guides, webinars, chat with support, and more.

Updated DSO Scorecards (Beta)

In addition to trailing time periods, you can now compare month over month, quarter over quarter, and year over year time periods in DSO Scorecards for even greater visibility.

You can also view goal progress for your selected metrics, just hover over the red or green goal indicators to see the value of the goal as it has been set.

You can also modify how goals and trends show up on your scorecard by clicking on the Settings button. Choose to compare locations from the same brand or review locations by region. Choose to turn goals/trends on or off, then click Apply.

Click here to learn more about navigating DSO Scorecards.

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