Training Webinars

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

Written by Jolynn Marcum
Updated over a week ago

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 navigate the Inbox

  • 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

  • Patient Chat

  • LiveOps

  • Team Chat

  • How to activate the patient mobile app

  • Setting up patient loyalty program

  • How to redeem rewards

  • Sending a bulk app invitation

  • Other features of the mobile app

  • Registering kiosks

  • Sending forms to the kiosk

  • Consent forms

  • Adding placeholders to consents

  • Signing forms in the Engagement inbox

  • 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

  • Profitability Formula

  • Benchmarks

  • The Morning Huddle

  • The Provider Pulse

  • Restorative/Elective Case Metric

  • Performance Board: Benchmarks, Unscheduled Hygiene Metric

  • Automatic hygiene Follow-Ups

  • Automatic Hygiene Recalls in Engagement

  • Patient card in Analytics

  • Cancellation and No Show Metrics

  • Creating a list in Patient Finder

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

Did this answer your question?