If you're experiencing loading errors, having trouble accessing any part of the platform, or seeing outdated data, refresh your Dental Intelligence portal by logging out and logging back in to the platform.

To log out, click on the profile icon in the top right corner and choose Log Out. Re-enter your credentials on the login page to get back in.

If you're experiencing loading errors, seeing outdated data, or noticing any other minor glitches, close your current browser window and reopen it.

Caches can store outdated data, leading to performance issues. Clear the cache and cookies from your browser to resolve most loading issues or stagnant data.

To clear your cache:

If you've logged out and back in, recently opened a new browser window, and cleared your cache/cookies but are still experiencing issues, try refreshing your browser by pressing Ctrl + R or F5 on your keyboard.

Dental Intelligence runs best on the latest version of Chrome. If you're currently using Firefox, Safari, or Edge, switching to Chrome can sometimes resolve issues specific to your current setup.

The computer running the Engagement Bridge and/or Analytics Sync Tool must remain powered on to allow practice data to flow from your computer to Dental Intelligence. If your server computer is powered off, the connection from your database to Dental Intelligence is lost and will not be able to update. Information you see in Dental Intelligence will appear outdated and stagnant until connection is restored.

Occasionally, slowness may result from server-side issues. Verify if there are any known platform concerns here. If there is a known issue, rest-assured our team is actively working to resolve the issue and will keep you updated as as functionality is restored.

If a feature or dashboard fails to load completely, it could signal an outage or other platform-related problem:

If service outages occur, it is essential to monitor updates via the Dental Intelligence Status Page. This page provides real-time platform status, issue details, and confirmation when full functionality is restored. During recovery phases, intermittent errors may occur as systems stabilize, which is a normal process.

In certain cases, some features of Dental Intelligence may not show up if they are not activated for your specific practice location. Contact your administrator to verify your current subscription and append missing products if necessary.

If after logging out and back in, clearing your cache/cookies, refreshing your browser, and checking the Dental Intelligence Status page you're still having issues, check permissions to ensure that your access levels haven't changed.

If you can't access certain dashboards or clickable actions in the Dental Intelligence dashboard as a full bundle user or Engagement only, it's likely that your user permissions have not been set to 'Full' in Settings.

If you need total access to certain features or actions in Dental Intelligence, make sure that your user settings are set to 'Full' for those features.

If a user has 'Limited' permissions, they may be able to view a dashboard, but are unable to click on buttons or menus to take action within the dashboard. 'Limited' permission is the equivalent to view-only access.

If a user has an access level of 'None', they will be unable to view that feature within Dental Intelligence at all.

If you can't access certain dashboards or clickable actions in the Analytics Only Portal, it's likely that your user permissions have not been set to 'Full' in Analytics Settings. If you need total access to certain features or actions in Analytics, make sure that your user settings are set to 'Full' for those features.

If a user has 'Limited' permissions, they may be able to view a dashboard, but are unable to click on buttons or menus to take action within the dashboard. 'Limited' permission is the equivalent to view-only access.

If a user has an access level of 'None', they will be unable to view that feature within Analytics at all.