Dental Intelligence

Understand and track practice & provider performance

Dashboards, Scorecards & Reports

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

Morning Huddle

Morning Huddle FAQs

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

Use national benchmarks to understand your performance, set smarter goals, and drive lasting growth

Data-Driven Benchmarks to Guide Your Practice Growth

Learn how to set up clinical hours and start tracking practice and provider performance with meaningful and motivating goals

Setting Goals in Dental Intelligence: From Clinical Hours to Practice Success

Setting Goals

Choose from hundreds of powerful metrics, compare clinics, identify trends over time, and stay updated on how your organization is performing — all in one centralized space and custom-tailored to…

Scorecards

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

Schedule Analysis

General Reports

Reports

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

How do I export source data from Dashboards?

Learn how Production is calculated in Dental Intelligence Analytics

How does Dental Intelligence calculate Production?

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

What is the difference between Gross Production and Net Production?

Understand how Hygiene Visits are calculated in each Analytics module Dashboard

How are Hygiene Visits calculated in Dental Intelligence?

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

How should "Misc" codes be categorized?

Data Validation

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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