November 2023 Product Updates

This article includes all of the exciting updates we have made to our products as part of our November 17, 2023 release.

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

We have some exciting updates coming your way in our November 17, 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! Online Scheduling: Blocklist

In some instances, it may be necessary to prevent a patient from requesting an appointment online. With the Engagement Online Scheduling Blocklist, you can add patients to the list by their phone and/or email.

Click here to learn more about adding patients to the Blocklist.

NEW! Patient Chat Redesign

We've updated the Patient Chat dashboard for even easier navigation.

Choose to type your own message manually or quickly select a pre-written template. Personalize your messages by including placeholders, images, and emojis.

Patient chats that have been assigned to team members will show the name of the assigned team member in the message preview window on the left bar navigation:

Click here to learn more about Patient Chat in Engagement.

NEW! Payment Plans

Now you can set up convenient recurring payments for patients who prefer to pay over time. Engagement makes setting up, tracking, and managing custom payment plans easy with just a few clicks and a user-friendly dashboard.

Payment Plans require access to the Engagement Payments feature. If you are interested in adding Engagement Payments with Clearent to your subscription, CLICK HERE to reach out to a representative.

To create or review existing payment plans, click on the Payments dashboard from the left side navigation, then click on the Payment plans tab.

Use the progress bar to review how many payments have been made out of the total amount of payments that will be collected.

Click here to learn more about how to set up automatic payment plans.

LiveOps®: Schedule Patients from Your ASAP List

Quickly schedule patients tagged in your ASAP list directly from your LiveOps® dashboard.

In the scheduling window, use the search bar to locate a patient by name, or click the Select from ASAP list button to select a patient currently tagged on your ASAP list.

Click here to learn more about scheduling appointments in LiveOps®.

Patients Dashboard: Delete Unlinked Patients in Bulk

Need to delete unlinked patients from your Patients dashboard? Delete up to 5000 unlinked patients at once by clicking on the checkbox to select Bulk Actions, then click Delete unlinked patients.

Click here to learn more about using Bulk Actions in Engagement.

Click here to learn more about navigating the Patients Dashboard.


NEW! Single Location Scorecards

Dental Intelligence is excited to announce that Scorecards are now available in Beta for single location users!

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

Compare Provider Data in Scorecards

Now you can compare provider data within the selected time range in Scorecards. To review, open your scorecard and click on the expanding arrow next to the practice name.

Click on Providers in the dropdown menu to review provider data related to the selected metrics and time range.

Share Scorecards with Other Locations

Scorecards can now be shared with locations. Other users that have access to the shared location will be able to view your scorecard once it has been shared.

From your Scorecard dashboard, locate the scorecard you would like to share and then click on the Actions button to share.

You can tell which scorecards have been shared by the group icon shown in the Shared with Others column.

Click here to learn how to create single location scorecards.

Click here to learn how to create multi-location scorecards for your DSO.

Did this answer your question?