Welcome to Dental Intelligence! Throughout this Onboarding Success Plan, we'll provide you with the tools, features, and knowledge we have available to help your practice focus on implementing the Analytics module.
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/Activation
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/Activation call, please ensure you have reviewed the following:
Action Items | Resources |
1. Watch the Getting Started with Analytics webinar | |
2. Watch our short Analytics overview video to see how the dashboard operates at a glance |
Stage 2: Daily Actions
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 reviewed the following:
Action Items | Resources |
1. Watch Using Data to Discover Hidden Opportunities webinar | |
2. Add users | |
3. Enter clinical hours | |
4. Set provider goals | |
5. Map provider IDs | |
6. Set practice goals |
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 reviewed the following:
Action Items | Resources |
1. Watch the Morning Huddle webinar to learn more about using Analytics on a daily basis | |
2. Review the Patient Finder and watch our product training video | |
3. Create a custom list in Patient Finder |
Stage 4: Fulfillment & Follow Up
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 implementing the Analytics module.
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:
Additional Learning Resources |
Review your Analytics dashboards on a weekly basis: |