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March 2024 Product Updates

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

Erika Gardner avatar
Written by Erika Gardner
Updated over 9 months ago

We have some exciting updates coming your way in our March 2024 release. These updates include:

Engagement

Analytics

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.


Engagement

NEW! Email Template Builder

We've completely revitalized our Email Campaign Template feature into a completely customizable and easy-to-use template builder.

Our template builder makes it easy to drag and drop elements and customize emails exactly how you'd like with just a few clicks.

Important note: Only admin users can activate this new feature. Please keep in mind, once this feature is activated, your old templates will vanish unless you have saved them externally.

Once activated, all users should create email templates from the Email Campaigns Templates dashboard in the left side menu of Engagement (no longer in Engagement Settings). New pre-designed templates created by the Dental Intelligence marketing team are also available in the Templates Gallery.


Analytics

Scorecards

NEW! Procedure Codes Scorecards

We're excited to offer a new Scorecards focus: Procedure Codes! Now you can create Scorecards to track performance of specific service types.

Create a new Procedure Codes Scorecard by choosing Procedure Codes as your primary focus:

Click here to learn how to create Procedure Scorecards for single location users.

Click here to learn how to create Procedure Scorecards for DSO or multi-location users.

Click here to learn how to navigate the Scorecards dashboard.

NEW! Procedure Codes added to Provider Scorecard drilldowns

Along with the introduction of Procedure Codes Scorecards, now you can drilldown into Procedure Codes from Provider Scorecards.

Click on the expand/collapse arrow to the left of each provider name to review drilldown data:

Click here to learn how to create Provider Scorecards for single location users.

Click here to learn how to create Provider Scorecards for DSO or multi-location users.

View visualizations in Scorecard drilldowns

In addition to viewing visualizations for high-level data, you can now view visualizations in drilldown data as well. Just click on the reports icon in your expanded selections.

Click here to learn more about how to navigate the Scorecards dashboard.

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