Welcome to Dental Intelligence, the only end-to-end practice performance solution in the dental market. Throughout this Onboarding Success Plan, we'll provide you with the tools, features, and knowledge we have available to help your practice focus on Automating Patient Scheduling.
You are an active proponent to onboarding success! To ensure that you come prepared to your 1:1 calls with your onboarding specialist, please complete the Action Items outlined below for each Stage.
Stage 1: Automation & Setup (Admin Training)
During this initial meeting with your onboarding specialist, we will ensure that you have all of your automation set up properly and are ready to activate your Dental Intelligence software. We recommend that the individual who attends this meeting from your practice is an office admin who has access to the server computer and practice management software credentials.
Pre-Meeting Action Items
Prior to your Automation & Setup call, please ensure you have completed the following:
Action Items | Resources |
1. Watch our short Engagement and Analytics overview videos to see how each dashboard operates at a glance | |
2. Add users to Analytics and/or Engagement modules | |
3. Map provider IDs in Analytics | |
4. Review the digital forms library in Engagement |
Stage 2: Daily Actions (Team Training)
We invite your entire team to attend this meeting in order to become familiar with the daily actions and workflows your team will want to implement on a daily basis to ensure you are reaching your desired outcome with our solutions.
Pre-Meeting Action Items
Prior to your Daily Actions call, please ensure you have completed the following:
Action Items | Resources |
1. Watch the Morning Huddle webinar to learn more about using Analytics on a daily basis | |
2. Activate Hygiene Recall Reminders in Engagement | |
3. Activate Automated Appointment Communications in Engagement | |
4. Configure digital forms and consents in Engagement | |
5. Create appointment types for online scheduling in Engagement | |
6. Set up an online scheduling widget for your website | |
7. Set up in-office kiosk(s) |
Stage 3: Performance Review
During this meeting, your onboarding specialist will review your progress and ensure that you have the desired tools enabled to track the success of your implementation. At this point, initial set up tasks have been completed and your team should be well on their way to using Dental Intelligence features on a daily basis.
Pre-Meeting Action Items
Prior to your Performance Review call, please ensure you have completed the following:
Action Items | Resources |
1. Create a custom list using Patient Finder Filters in Analytics | |
2. If not yet completed, add the Engagement online scheduling widget to website | |
3. Monitor unconfirmed patients from your Patients Dashboard in Engagement | |
4. Send a bulk email/text campaign to get unscheduled patients scheduled in Engagement |
Stage 4: Utilizing Your New Software
Congratulations! You've reached the end of your Onboarding Success Plan. You now have the tools and features enabled to help your practice focus on Automating Patient Scheduling.
The next step for you and your team is to establish daily, weekly, and monthly workflows that will help you and your team continue to drive success. We recommend reviewing the following resources: