February 2024 Product Updates

This article includes all of the exciting updates we have made to our products as part of our February 2024 release.

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

We have some exciting updates coming your way in our February 2024 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! Patient Portal Payments

Now your patients can make payments online using your Patient Portal! Navigating to the Payments tab in the Patient Portal will allow patients to make a secure payment online for any outstanding balances related to their account. If the patient is a guarantor, dependent balances will be included here as well.

Click here to learn more about how to use the Patient Portal to collect payments.

NEW! Cancel individual payment requests

The Payment Requests tab in your Payments dashboard now includes the ability to cancel requested payments in just a few clicks.

To cancel a payment request, locate the patient's name, click on the Actions button, and then click Cancel payment request. Only payment requests with the status of Requested can be cancelled. Payments cannot be cancelled in bulk.

Click here to learn how to cancel payment requests in Engagement.

Engagement Online Scheduling: Add custom scheduling link headers

Add header names to your custom scheduling links to make it easier for patients to know which service they are scheduling for.

Header names are displayed in the upper left corner of the online scheduling experience.

Click here to learn more about using custom scheduling links.

Dentrix Enterprise & Open Dental Clinics Users: Allow users to select providers from multiple locations when requesting an appointment

Dentrix Enterprise and Open Dental Clinics users can now offer patients the ability to schedule services online with providers from multiple locations. When setting up a new or existing practice-level service, select the providers that you would like patients to be able to schedule with:

During the online scheduling experience when a patient selects an appointment time with a provider, the practice location and address details are provided to avoid confusion.

In addition to being able to view providers from multiple locations in Online Scheduling, you'll also see them throughout these additional Engagement dashboards:

  • LiveOps dashboard

  • Patients dashboard

  • Action Items dashboard

Click here to learn more about adding providers from multiple locations to your Online Scheduling practice-level services.


NEW! Customize your Analytics startup page

Now you can choose the landing page that you would like to see first every time you login to Analytics. Just copy and paste the desired URL and test to make sure it works.

Tip: If you review the Morning Huddle first each day when you login, paste the Morning Huddle URL into this field.

Click here to learn how to set up your startup page.

Scorecards Improvements

Scorecards: Export lower level data

Expanded data shown in Scorecards will now be included in your exported file. Click on the carrot on the left side of each section to expand or collapse the dataset.

Click here to learn more about exporting Scorecards.

Provider Scorecards: Filter by role and active status

Now you can filter providers by role and active/inactive status. A few things to note:

  • User role is determined by the main title selected in Team Management

  • Dental Intelligence users must have provider ID's mapped to their account in order to be listed on the Scorecard

Click here to learn more about Provider Scorecards for single location users.

Click here to learn more about Provider Scorecards for multi-location users.

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