Welcome to Dental Intelligence, the only end-to-end practice performance solution in the dental market. We're excited to embark on this journey with you and help you intelligently shape the future of your practices.
Jump to the desired onboarding section by clicking on the solutions listed below:
Engagement
Learning Session 1: Admin Settings
During this initial session, we will review all of the settings and important features that will help your organization succeed with their Dental Intelligence implementation.
Pre-Session Action Items
Prior to your Admin Settings learning session, please ensure you have completed the following:
Action Items | Resources |
Watch our Getting Started with Engagement webinar to see how the dashboard operates at a glance |
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Learning Session Homework
After your Admin Settings learning session, please complete the following in Engagement:
Action Items | Resources |
1. Add users to Engagement | |
2. Configure practice information in Settings | |
3. Review the digital forms and consents library in Engagement | |
4. Complete in-app walkthroughs |
Learning Session 2: System Configuration
In this learning session, we'll review the essential tools built into Engagement that will increase automated workflows and reduce manual processes. We'll go over how to effectively manage and optimize system settings.
Learning Session Homework
After your System Configuration learning session, please complete the following in Engagement:
Action Items | Resources |
1. Set up automated Appointment Communication preferences | |
2. Set up payment options for Treatment Plan installments | |
3. Set up kiosk devices | |
4. Set up at least one practice-level service for Engagement Online Scheduling | |
5. Continue reviewing digital forms and consents | |
6. Complete in-app walkthroughs |
Learning Session 3: Day-to-Day Usage
In this session, we'll go over 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.
Learning Session Homework
After your Day-to-Day Usage learning session, please complete the following in Engagement:
Action Items | Resources |
1. Send forms, consents, and treatment plans, and/or email campaigns to yourself and other project team members | |
2. Complete and submit forms, consents, and treatment plans to the office to test the Inbox | |
3. Create test appointments for yourself and other project team members to test LiveOps | |
4. Send direct messages to yourself and other project team members to test Patient Chat | |
5. Send Team Chat messages to your fellow project team members | |
6. Finalize the wording of forms and consents |
Analytics
Learning Session 1: Getting Started
During this initial session, we will provide a high-level overview of settings and important features that will help your organization succeed with their Dental Intelligence implementation.
Pre-Session Action Items
Prior to your Getting Started learning session, please ensure you have completed the following:
Action Items | Resources |
Watch our Getting Started with Analytics webinar to see how the dashboard operates at a glance |
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Learning Session Homework
After your Getting Started learning session, please complete the following in Analytics:
Action Items | Resources |
1. Add users | |
2. Enter clinical hours | |
3. Set provider goals | |
4. Set practice goals | |
5. Map provider IDs | |
6. Set up Call Insight on each computer | |
7. Complete in-app walkthroughs |
Learning Session 2: Filling the Schedule
In this learning session, we'll go over best practices for maximizing scheduling efficiency and enhancing patient care. During this session, you will gain valuable insights, practical strategies, and proven techniques to optimize appointment management and improve overall office productivity using our solutions.
Learning Session Homework
Action Items | Resources |
1. Create a custom list using Patient Finder Filters in Analytics | |
2. Set up an Automated Follow Up | |
3. Complete in-app walkthroughs |
Learning Session 3: Collections and Reports
In this learning session, we'll focus on leveraging metrics and reporting to drive informed decision-making and practice growth. In this session, you will gain a deep understanding of the key performance indicators (KPIs), metrics, and reporting tools essential for optimizing practice operations, enhancing patient care, and achieving organizational goals.
Learning Session Homework
Action Items |
Log into Analytics daily to understand the health of an individual practice or group of practice locations |
LocalMed
Learning Session: Filling the Schedule
In this learning session, we'll delve into the best practices aimed at boosting scheduling efficiency and elevating patient care standards using LocalMed. Throughout this session, we'll show you how to implement practical strategies and proven techniques to enhance the online scheduling experience and elevate the productivity of your offices through our innovative solutions.
Learning Session Homework
Action Items | Resources |
1. Post LocalMed widgets to your website, Google, and Facebook | |
2. Add providers and provider photos |
Graduation
Congratulations! You've made it through our official Dental Intelligence DSO Onboarding Journey. But don't worry, we're not leaving you hanging here! Our robust library of step-by-step guides, videos, webinars, and in-app walkthroughs are available 24/7 so that you can continue to expand your knowledge and get answers to your burning questions. Plus, we're just a few clicks away if you ever need us during business hours.
Thanks for choosing Dental Intelligence!