April 2024 Product Updates

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

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

We have some exciting updates coming your way in our April 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! Payments: Add automatic follow ups to payment requests

Add follow up reminders to single or bulk payment requests in Engagement Payments! Now when sending payment requests, you can choose to add up to two follow up reminders that are triggered in the event a patient doesn't submit payment after the initial request is sent.

Click here to learn more about adding follow up reminders to payment requests.

NEW! Payments: Share your Patient Portal link with a QR code

In addition to sharing your Patient Portal as an HTML link, you can now also share it as a scannable QR code for added convenience!

Access your QR code by navigating to Engagement Settings and clicking on the Services tab. From the Resources section, click on the QR code icon to download your practice's unique QR code and use it in practice paperwork, at your front desk, on your website, and more!

When a patient scans the Patient Portal QR code or clicks on the Patient Portal URL linked from your website or included in a text or email message, they will be prompted to verify their identity by confirming their phone, email, or initials.

Click here to learn how to access your Patient Portal link and download the QR code.

NEW! Payments: Turn Payments in the Patient Portal on/off

All OpenDental, Eaglesoft, and Dentrix users can toggle their Patient Portal settings to allow patients to make payments when logged in to the Patient Portal. The default setting for this option is toggled to On. If this toggle is turned off, patients will only be able to complete forms via the Patient Portal.

Click here to learn more about Payments Settings in Engagement.

NEW! LiveOps®: Create an appointment for a non-existing patient

Now you can create new non-existing patients directly from your LiveOps® dashboard when scheduling an appointment!

In the LiveOps® scheduling window, choose to create a new patient, then enter their details to add the appointment to your schedule.

Click here to learn more about how to schedule new and existing patients from the LiveOps® dashboard.

Coming Soon! Advanced User Permissions: Adjust access level by feature

Coming soon in Engagement: advanced user permissions! These advanced permissions make it easy to set up each account user with access to the features they use, as well as restrict access to the features they don't. You can customize user access feature by feature, or apply one of our preset levels.

Click here to learn more about user permissions and access levels.


NEW! Follow Ups Tasks in the Morning Huddle

The Morning Huddle Today and Tomorrow view now includes a Follow Ups Tasks tile. Clicking on the Follow Ups Tasks tile will open a list of patients that have outstanding Follow Ups due to be attempted.

Note: Follow Up Tasks created on the current day will not show on the Morning Huddle until you clear your data cache. Click here to learn how to clear your cache.

Click here to learn more about the Morning Huddle.

Updated: Choose to auto-complete manually created Follow Ups

Follow Ups Settings now allow you to choose to automatically complete manually created Follow Ups. Toggle this setting on or off based on your preferences.

Click here to learn more about how Follow Ups are automatically marked as completed.

Updated: Trigger Hygiene Recare Follow Ups AFTER Hygiene due date

You can now choose to set a Hygiene Recare Follow Up reminder to occur after the Hygiene Due Date.

Click here to learn more about how to set up Follow Ups in Analytics.

Updated: Scorecards

Location Scorecards now include procedure code drilldowns

In addition to time trends and providers, Location Scorecards now include procedure code drilldowns! Compare data by clicking on the expanding arrow next to each selected location.

Click here to learn how to create your own Location Scorecards:

Procedure Codes Scorecards now include drilldowns

Procedure Codes Scorecards now include drilldowns! Compare historical data by time period trends, providers, and locations by clicking on the expanding arrow next to each selected procedure code.

Click here to learn how to create your own Procedure Codes Scorecards:

Industry benchmarks for percentage-based metrics

Now you can see how you measure up to others out there across the country when it comes to percentage-based metrics in Scorecard Visualizations! These markers can be turned on or off in Scorecard Settings.

Percentage-based metrics show how well the office is doing at adhering to standard operating procedures that staff are expected to follow regardless of what market an office might be in. Whether in a rural town of a few thousand or a metropolis of millions, these percentages can tell a lot about most any of them.

Click here to learn more about Scorecard Settings.

Click here to learn more about Scorecard Visualizations.

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