Welcome to Dental Intelligence, the only end-to-end practice performance solution in the dental market. Congratulations on taking the first step to save time, grow your practice and create an ideal patient experience!
Here's an outline of your upcoming onboarding journey timeline, as well as important details about which members of your team should plan to attend these meetings. Throughout your Onboarding Journey, we'll provide you with the tools, features, and knowledge we have available to help your practice implement each module.
Installation Call
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Welcome Call
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Onboarding Stages
Stage 1: Automation & Setup (Admin Training)
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If you are switching your VoIP phone service provider when enrolling in Dental Intelligence, please make sure that you schedule your phone number to be ported to your new provider AFTER your Setup/Activation call. This is to avoid a disruption of services.
Stage 2: Daily Actions (Team Training)
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Stage 3: Performance Review Meeting
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Conclusion: Utilizing Your New Software
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. The final 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.
Once you've reviewed the recommended resources related to your specific Onboarding Success Plan, we encourage you to continue learning with these additional resources: