All Collections
Analytics
Modernize your Morning Huddle, utilize Follow Ups, and understand key metrics
Analytics: Overview
Analytics: Dental Care Benchmarks
Analytics: Setting Your Practice Goals
Analytics: Setting Your Provider Goals
Analytics: Setting the Hygiene Re-Appointment % Goal
Analytics: Setting the NP Hygiene Reappointment % Goal
Analytics: Setting the Treatment $ Acceptance % Goal
Analytics: Setting the Patient Acceptance % Goal
Analytics: Why a Production Goal is not Showing (Troubleshooting Clinical Hours)
Analytics: Team Performance Insights
Collections Board: Navigating your Dashboard
Collections Board: AR Aging & Claims Aging
Collections Board: Patient Credit Balances
Collections Board: Annual Patient Value
Collections Board: Collections Metric
Collections Board: 90-Day Collection Percent
Collections Board: AR Days & AR Ratio
Collections Board: Why the AR Aging Balance is Different In Your Practice Management Software
Morning Huddle: Overview
Morning Huddle: Yesterday, Today & Tomorrow
Morning Huddle: Changing the Schedule View Order
Analytics: Morning Huddle FAQs
Morning Huddle: How to Change the Date
Morning Huddle: How to Limit the Ability to View Production Numbers
Morning Huddle: How and Why to "Clear the Cache"
Analytics: Why Today's Production in the Morning Huddle Differs from Scheduled Production on the Ticker
Patient Finder: Overview
Patient Finder: Creating a Custom List
Patient Finder: Filters & Definitions
Patient Finder: How to Find Annual Family Value
Patient Finder: Exporting a List
Patient Finder: Add or Remove List Columns
Analytics: Send Bulk Scheduling Requests from LocalMed
Patient Finder: How to Run an Insurance Analysis by Annual Family Value
Analytics: Scorecards Overview
Analytics: Scorecard Templates
Analytics: Location Scorecards
Analytics: Provider Scorecards
Analytics: Procedure Codes Scorecards
Analytics: Referral Sources Scorecards
Analytics: How to Share a Scorecard
Analytics: Scorecards AI Assistant
Analytics: DI Engagement Metrics in Scorecards
Analytics: Insurance Carriers Scorecards
Analytics: View and Export Source Data
Analytics: How is Production Calculated?
Analytics: The Difference Between Gross Production and Net Production
Analytics: How to Update Gross or Net Production Settings
Analytics: Understanding Hygiene Visits Metrics
Analytics: How do Active Patients in Analytics Differ from Active Patients in Engagement?
Analytics: Why Using ADA Codes is Crucial to Having Accurate Data
Analytics: Correctly Categorizing "Misc" Codes
Analytics: Matching Numbers in Dental Intelligence with Your Practice Management System
Analytics: How to Switch the Office Location
Analytics: Nightly Sync vs. Incremental Sync
Analytics: How to Reconnect to your Practice Management Software
Analytics: How Hygiene Interval is Calculated
Analytics: Automate Treatment Acceptance Tracking in Your Practice Management Software
Analytics: When Do I Expand My Hygiene Department?
Analytics: How are appointments allocated to providers?