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On-Demand Training Webinars

Train your entire team with our world class on demand webinar series.

Rade Obradovic avatar
Written by Rade Obradovic
Updated yesterday

Need training? Not sure where to get started? Staff turnover? No need to wait or struggle to find time to block off your schedule. We've got you covered. Our world class on-demand webinar series covers everything you need to know to get up and running with our Engagement, Analytics, or LocalMed modules. The best part...these On-Demand Webinars are available to watch at your convenience. Each webinar is approximately 20-30 min. long, can be watched at any time, and are designed to get you up and running with your Dental Intelligence features in no time!


Engagement Training Webinars

  • Setting up users

  • Customizing automated messaging verbiage

  • Templates

  • Practice info

  • Brief overview of appointment reminders

  • Recall reminders

  • Reviews

  • Setting up kiosks

  • How to utilize the Personal Assistant

  • Accessing learning resources in the app

  • How to use LiveOps

  • Managing patients from the Patients dashboard

  • Messaging with Patient Chat

  • Email campaigns

  • Setting up a Loyalty Program

(Beta) Team Tasks

  • Explore TouchPoints Automation and how it helps simplify follow-up tasks.

  • Learn how to monitor task performance and measure results.

  • See how tasks integrate seamlessly into your daily workflows.

  • Consent forms

  • Adding placeholders to consents

  • Signing forms in Personal Assistant

  • Health History Form and mapping

  • Automated communications

  • Sending forms to patients

  • Editing forms and consents

  • Creating a new consent form

  • Online Scheduling dashboards (Action Items, Performance, and Settings)

  • Creating appointment types

  • Custom scheduling links

  • Widgets

  • Blocklist

  • Navigating the Payments dashboard

  • Sending single/bulk payment requests

  • Using physical/virtual terminals

  • Saving a card on file

  • Posting transactions to the ledger


Analytics Training Webinars

  • Setting up users

  • Provider IDs

  • Setting Goals

  • Clinical Hours

  • Performance Board

  • Collections Board

  • Provider Pulse

  • Profitability Formula

  • Benchmarks

  • The Morning Huddle

  • Managing permissions for scorecard access

  • Applying scorecard templates

  • Designing custom scorecards manually

  • Sharing scorecards with team members


LocalMed Online Scheduling Webinars

  • Understand how LocalMed works with your practice management software

  • Add/edit providers for online scheduling

  • Add/edit appointment types that can be scheduled online

  • Track online scheduling success metrics

  • Give your existing patients greater accessibility to online scheduling

  • Use Online Scheduling to automate returning hygiene patients

  • Use Online Scheduling for restorative care

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