Dental Intelligence

Understand and track practice & provider performance

Dashboards, Scorecards & Reports

Check out our on demand Analytics Webinars and get more in-depth answers to your burning questions

Analytics: On Demand Webinar Library

This channel is a collection of Dental Intelligence How-To Videos

Analytics: How To Video Channel

Access to our live and on demand webinars and how-to videos

Webinars & Videos

Learn how to navigate the Settings dashboard in Analytics

Analytics: Navigating Settings

Getting Setup

Get the most out of Analytics by adding all of your practice team members as users

Analytics: Adding Your Team

Learn the different access levels that can be set for users and how to deactivate users who no longer need access

Analytics: Edit Permissions or Deactivate a User

Learn how to add an existing team member to another office's Dental Intelligence account

Analytics: Adding Existing User to a New Location

Learn how to enter and edit Clinical Hours for providers in Analytics

Analytics: Set Clinical Hours

Learn how to set up Treatment Teams in Analytics and start tracking the success of teams at your practice

Analytics: Treatment Teams

Analytics: Map Provider ID's with Non-Practicing Provider Services

Learn how to connect a provider ID to a user profile in Analytics to track their performance

Analytics: How to Map Provider ID's

This article will discuss the difference between Actual Hours and Scheduled Hours in the Dental Intelligence Clinical Hours Feature

Analytics: Difference Between Scheduled Hours and Actual Hours

Learn how to setup Treatment Coordinators in your PMS for Automated Treatment Tracking in Analytics

Analytics: Automate Treatment Acceptance Tracking in Your Practice Management Software

Adding Users, Clinical Hours, & Provider IDs

Learn about the customizable features available within your Profile of Analytics

Analytics: My Profile

Unable to login to your Analytics account? Learn how to reset your password, get login assistance, and troubleshoot access

Analytics: Reset Your Password and Troubleshoot Login Issues

Get help logging in to Dental Intelligence using your Spear Education username and password

Login to Dental Intelligence Using your Spear Credentials

User Account Management & Troubleshooting

Keep your team focused on what matters most with the Morning Huddle

Morning Huddle

Review the most recent Dental Care Benchmarks & discuss how to use them comparatively to your data

Analytics: Dental Care Benchmarks

Set practice goals so you can view performance and identify growth as a team

Analytics: Setting Your Practice Goals

This article will discuss how to set your Provider Goals

Analytics: Setting Your Provider Goals

This article will discuss how we recommend setting the Hygiene Re-appointment % goal

Analytics: Setting the Hygiene Re-Appointment % Goal

This article discusses why the New Patient Hygiene Reappointment % is critical to every practice.

Analytics: Setting the NP Hygiene Reappointment % Goal

Treatment $ Acceptance % is the percentage dollars we have presented to patients that  are accepted

Analytics: Setting the Treatment $ Acceptance % Goal

Patient Acceptance % is the percentage of patients that accept some type of treatment that is presented

Analytics: Setting the Patient Acceptance % Goal

Understand Provider Production Goals and how they are effected by Clinical Hours

Analytics: Why a Production Goal is not Showing (Troubleshooting Clinical Hours)

Learn more about how to measure team performance and review areas of opportunity

Analytics: Team Performance Insights

Setting Goals

Review key financial metrics with easy-to-read charts, definitions, and drill-down data in one clear dashboard

Collections Board

Performance Board

Get a snapshot of how each provider is performing across production, collections, hygiene, and case metrics

Provider Pulse

Accounts Receivable

Dashboards

Evaluate your schedule against practice goals, find gaps in your schedule, and prepare for upcoming appointments.

Schedule Analysis

General Reports

Reports

Analytics: Scorecards Overview

Save time with pre-made Scorecard templates that utilize key metrics

Analytics: Scorecard Templates

Learn how to create and manage location scorecards in Analytics

Analytics: Location Scorecards

Learn how to create and manage provider scorecards in Analytics

Analytics: Provider Scorecards

Learn how to create and manage Procedure Codes Scorecards in Analytics

Analytics: Procedure Codes Scorecards

Learn how to create and manage referral source Scorecards in Analytics

Analytics: Referral Sources Scorecards

Learn how to create and manage insurance carriers Scorecards in Analytics

Analytics: Insurance Carriers Scorecards

Learn how to share a scorecard with other users or locations in Analytics

Analytics: How to Share a Scorecard

Get insights on your unique scorecard with the help of our integrated AI Assistant

Analytics: Scorecards AI Assistant

Get insights into how automations in Engagement are performing for your practice within Scorecards

Analytics: DI Engagement Metrics in Scorecards

Learn how to use Team Members Scorecards to track the success rates of Team Tasks in Engagement

Analytics: Team Members Scorecards (Beta)

Scorecards

Learn how to access & export metric details and why it is important when reviewing statistics

Analytics: View and Export Source Data

Learn how Production is calculated in Dental Intelligence

Analytics: How is Production Calculated?

Understand the difference between Gross and Net Production and discover which one gives you the clearest view of your practice’s performance

Analytics: The Difference Between Gross Production and Net Production

Learn how to switch production calculation settings to Gross or Net in Analytics

Analytics: How to Update Gross or Net Production Settings

Understand how Hygiene Visits are calculated in each Analytics module Dashboard

Analytics: Understanding Hygiene Visits Metrics

Make sure your Analytics data is accurate by correctly categorizing any procedure codes marked as “Misc.”

Analytics: Correctly Categorizing "Misc" Codes

Data Validation

Learn how to change your practice location within the top bar navigation of Analytics

Analytics: How to Switch the Office Location

Learn the differences between Nightly Syncing and Incremental Syncing

Analytics: Nightly Sync vs. Incremental Sync

Learn how to reconnect Analytics with your practice management software

Analytics: How to Reconnect to your Practice Management Software

Where does the "Hygiene Due Date" I see across Dental Intelligence come from?

Analytics: How Hygiene Interval is Calculated

Understand how appointments are linked to providers in Analytics and the fields you need to have filled out

Analytics: How are appointments allocated to providers?

FAQ's

This article will act a reference for the best practices in backing up your practice data.

Backing Up Data In Your Practice Management Software

This article will explain where to make notes in your Practice Management Software so that you can see them in Dental Intelligence.

What Notes from my PMS can I see in Dental Intelligence?

Best practices for ensuring accurate data depending on the practice management software that your office uses.

Best Practices for Dentrix, EagleSoft, OpenDental & Fuse

How to change the names of your operatories in Dentrix to display correctly in Dental Intelligence

Dentrix: Changing Operatory Name in Schedules by Operatory View

Track cancellations and no-shows in Dentrix

Dentrix: Breaking Appointments

Learn how to run Day Sheets reports in Dentrix that match Dental Intelligence metrics

Dentrix: Reports

This article will discuss how Dental Intelligence defines a confirmed appointment according to the settings in Dentrix

Dentrix: How to Ensure Appointments Show as Confirmed in Dental Intelligence

Dentrix

Learn how to reconcile the data in Eaglesoft with data in Analytics

Eaglesoft: Understanding How Adjustments Impact Dental Intelligence Data

Learn how to achieve precise alignment between Eaglesoft and Dental Intelligence Analytics reporting

Eaglesoft: Reports

This article will discuss how Dental Intelligence tracks cancellations and no-shows in Eaglesoft

Eaglesoft: Breaking Appointments

This article will discuss how Dental Intelligence recognizes treatment acceptance and diagnosis in Eaglesoft

Eaglesoft: Treatment Acceptance and Diagnosis

Learn how to avoid negative production numbers

Eaglesoft: Delete Services

If you are having trouble reconciling the Day Sheet with your Dental Intelligence metrics, this may be why.

Eaglesoft: How Changing Items on the Ledger Affects Accuracy of Data

I'm seeing appointments that I do not consider to be Hygiene appointments listed under that category. Why is this happening?

How are Hygiene Appointments categorized in Eaglesoft?

Eaglesoft

How to correctly break appointments in Open Dental to track cancellations and no shows

Open Dental: Breaking Appointments

Learn how to run a report in Open Dental that reflects the same data shown in Analytics

Open Dental: Reports

This article will discuss why Open Dental's collections might not match Dental Intelligence & how to fix this

Open Dental: Collections Not Matching (Unearned Splits)

This article will discuss how Dental Intelligence recognizes treatment acceptance and diagnosis in Open Dental

Open Dental: Treatment Acceptance and Diagnosis

This article will discuss how Dental Intelligence defines a confirmed appointment according to the settings in OpenDental

Open Dental: Confirming Appointments in Dental Intelligence

Open Dental

This article will show you how to run an accurate report in Fuse that will match Dental Intelligence metrics

Fuse: Reports

This article will discuss how Analytics categorizes Hygiene Appointments according to what is entered in Fuse

Fuse: How are Hygiene Appointments Categorized?

Learn how Dental Intelligence calculates Treatment Diagnostic and Acceptance Percentages based on what is entered in Fuse

Fuse: Treatment Acceptance and Diagnostic %

This article will go over the steps to break appointments in Fuse so Dental Intelligence can accurately track Cancellations and No Shows

Fuse: Breaking Appointments

This article will discuss how to run a custom production report to view individual patient production values

Fuse: How to Run a Patient Production Report

This article will discuss why it is important to avoid Deleting services in Fuse

Fuse: Delete Services

This article will discuss what might cause your Production metrics to differ throughout Dental Intelligence with Fuse as your PMS

Fuse: Why Don't My Production Totals Match?

Fuse

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