Dental Intelligence

Dashboards, Scorecards & Reports: How-To Video Channel

Learn how to reconnect Analytics with your practice management software

How to Reconnect the Analytics Module to your Practice Management Software

Learn the differences between Nightly Syncing and Incremental Syncing

What is the difference between Nightly Syncs and Incremental Syncs?

Understand and track practice & provider performance

Dashboards, Scorecards & Reports

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

Morning Huddle

Read more about Morning Huddle metrics and their definitions

Morning Huddle Metrics

Morning Huddle FAQs

Dashboards

Performance Board

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

Collections Board

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

Provider Pulse

Learn why unexpected providers are still showing up on the Provider Pulse after they've been inactive or left the practice

Why are inactive providers still showing on the Provider Pulse?

Accounts Receivable

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

Compare Your Practice Performance with the 2026 State of Dentistry Report

A reference of all active Scorecards metrics, their definitions, and which Scorecard types each metric is available on.

Scorecards Metrics Glossary

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

Schedule Analysis

Learn why expected patients may not be showing up on the Suggested Patients List in the Schedule Analysis and Morning Huddle

Why aren't patients showing for a provider on the Suggested Patients List?

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?

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

How is Hygiene interval calculated?

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

Learn how to generate a Net Production Report in your practice management software that reflects the data shown in Analytics

Net Production Reporting by PMS

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

Best Practices for Dentrix, EagleSoft, & OpenDental

If your operatory names in Dental Intelligence don't match Dentrix, a quick setting change in Dentrix will fix it

Fix Mismatched Operatory Names Between Dentrix and Dental Intelligence

Learn how to break appointments in Dentrix so that they are correctly marked as a cancellation or a no-show/missed appointment

How to Break Appointments in Dentrix to Count as Cancelled or Missed

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

Dentrix: Reports

How Dentrix confirmation statuses sync with Dental Intelligence — and how to fix custom or third-party statuses that aren’t being recognized

Why Some Appointments Confirmed in Dentrix Don't Show as “Confirmed” in Dental Intelligence

Dental Intelligence and Dentrix’s Insurance Aging Report pull data from different sources and calculate estimates differently. This article explains exactly what each system is doing so you can feel confident…

Why the Claims Aging Metric Doesn't Match Dentrix's Insurance Aging Report

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

Learn how to break appointments in Eaglesoft so that they are correctly marked as a cancellation or a no-show/missed appointment

How to Break Appointments in Eaglesoft to Count as Cancelled or Missed

Learn 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

Learn how to break appointments in Open Dental so that they are correctly marked as a cancellation or a no-show/missed appointment

How to Break Appointments in Open Dental to Count as Cancelled or Missed

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)

Learn how Dental Intelligence recognizes treatment diagnosis and acceptance in Open Dental

Open Dental: Treatment Diagnosis and Acceptance

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

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