Dental Intelligence Analytics

A collection of articles and videos to help you better understand Dental Intelligence

Bryan Motzkus avatar Grace Richards avatar Maxwell Williams avatar +1
115 articles in this collection
Written by Bryan Motzkus, Grace Richards, Maxwell Williams and 1 other
Getting Setup

Welcome to Dental Intelligence!

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Written by Bryan Motzkus
Updated over a week ago

Adding Your Team - Dental Intelligence

Dental Intelligence provides tools for everyone in the office, it is essential for everyone in the practice to be added as a practice user.
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Written by Bryan Motzkus
Updated over a week ago

Adding User Permissions - Dental Intelligence

This article explains the different access, features and administration permissions that can be set for users.
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Written by Grace Richards
Updated over a week ago

How to Add an Existing di User to a New Dashboard - Dental Intelligence

This article will discuss how to add an existing team member to another office's Dental Intel account
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Written by Grace Richards
Updated over a week ago

Entering Clinical Hours - Dental Intelligence

This article will discuss the steps to enter and edit Clinical Hours for providers
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Written by Grace Richards
Updated over a week ago

Setting Your Provider Goals - Dental Intelligence

This article will discuss how to set your Provider Goals
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Written by Grace Richards
Updated over a week ago

Setting Your Practice Goals - Dental Intelligence

This article will go over the steps to add Practice Goals and discuss how Auto Calculated Goals are established
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Written by Grace Richards
Updated over a week ago

The Profitability Formula - Dental Intelligence

This article will explain how to analyze your dental practice's performance
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Written by Bryan Motzkus
Updated over a week ago

Log In Issues - Dental Intelligence

This article includes the steps to follow if you are unable to log in to your Dental Intel account or receive an incorrect password notice
Grace Richards avatar
Written by Grace Richards
Updated over a week ago
Performance Board

Navigating the Performance Board - Dental Intelligence

This video will walk you through the metrics found on your Performance Board
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Written by Jolynn Marcum
Updated over a week ago

Performance Board - Visits

This article will discuss what data is tracked in the Visits Metric
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Written by Grace Richards
Updated over a week ago

Performance Board - Production

This article discusses what data is being tracked in the Production Metric
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Written by Grace Richards
Updated over a week ago

Performance Board - How to Run a Custom Production Report

This article will go over the steps to run a custom production report on the Performance Board
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Written by Grace Richards
Updated over a week ago

Performance Board - Unscheduled Patients

This article will discuss what data is being tracked in the Unscheduled Patients Metric
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Written by Grace Richards
Updated over a week ago

Performance Board - Restorative/Elective Case

This article will discuss which data is tracked in the Restorative/Elective Case Metric
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Written by Grace Richards
Updated over a week ago

Performance Board - Hygiene Case

This article will discuss which data is being tracked in the Hygiene Case Metric
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Written by Grace Richards
Updated over a week ago

Performance Board - New Patients

This article will discuss the data that is tracked in the New Patients Metric
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Written by Grace Richards
Updated over a week ago

Performance Board - Hygiene Re-Appointment

This article will discuss which data is tracked in the Hygiene Re-Appointment Metric
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Written by Grace Richards
Updated over a week ago

Performance Board - Cancellations & No Shows

This article will discuss the differences between the criteria for a Cancellation & a No Show and what the metrics are tracking
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Written by Grace Richards
Updated over a week ago
Collections Board

Collections Board - Navigating your Dashboard

This article will go over the Collections Board and its functions to help track A/R and collections performance
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Written by Grace Richards
Updated over a week ago

Collections Board - AR Aging

This article will discuss the A/R aging metric and the data it tracks
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Written by Grace Richards
Updated over a week ago

Collections Board - Patient Credit Balances

This article will discuss how to identify patients with credit balances or negative A/R balances
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Written by Bryan Motzkus
Updated over a week ago

Collections Board - Claims Aging

This article will discuss the Claims Aging report in the Collections Board
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Written by Grace Richards
Updated over a week ago

Collections Board - Annual Pt Value

This article will discuss the Annual Pt (Patient) Value metric
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Written by Grace Richards
Updated over a week ago

Collections Board - Collections Metric

This article will discuss the Collections metric and the data that is being tracked
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Written by Grace Richards
Updated over a week ago

Collections Board - 90-Day Collection Percent

This article discusses the 90 Day Collection % Metric and what is being calculated
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Written by Grace Richards
Updated over a week ago

Collections Board - AR Days

This article discusses the A/R Days Metric and what is being calculated
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Written by Grace Richards
Updated over a week ago

Collections Board - AR Ratio

This article discusses the A/R Ratio metric and what is being calculated
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Written by Grace Richards
Updated over a week ago

Why Doesn't My Total AR Aging Balance Match My Practice Management Software - Dental Intelligence

This article will discuss how Dental Intel calculates the AR Aging Total and why it might not match your Practice Management Software total
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Written by Grace Richards
Updated over a week ago
Using Dental Intelligence by Role

Practice Owner - Using Dental Intelligence

This article will discuss the best Dental Intelligence reports and tools to use as a Practice Owner
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Written by Bryan Motzkus
Updated over a week ago

Practice Owner - The Key to Your Office Culture is You

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Written by Bryan Motzkus
Updated over a week ago

Practice Owner - A Successful Day

Here we provide 3 recommendations to work smarter, not harder.
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Written by Bryan Motzkus
Updated over a week ago

Practice Owner - The Secret to Success

Here we explain the top 4 ways that the Profitability Formula directly applies to a Practice Owner.
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Written by Bryan Motzkus
Updated over a week ago

Office Manager - Using Dental Intelligence

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Written by Bryan Motzkus
Updated over a week ago

Office Manager - A Successful Day

Here we provide three recommendations to work smarter, not harder as an Office Manager.
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Written by Bryan Motzkus
Updated over a week ago

Office Manager - The Secret to Success

Here we explain the top five ways that the Profitability Formula directly applies to an Office Manager.
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Written by Bryan Motzkus
Updated over a week ago

Office Manager - The Key to Your Office Culture is You

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Written by Bryan Motzkus
Updated over a week ago

Front Office Team Member - Using Dental Intelligence

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Written by Bryan Motzkus
Updated over a week ago

Front Office - The Key to Your Office Culture is You

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Written by Bryan Motzkus
Updated over a week ago

Front Office - A Successful Day

Here we provide three recommendation to work smarter, not harder as a receptionist.
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Written by Bryan Motzkus
Updated over a week ago

Front Office - The Secret to Success

Here we explain the top 5 ways that the Profitability Formula directly applies to a receptionist.
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Written by Bryan Motzkus
Updated over a week ago

Clinician - The Secret to Success

Here we explain the top two areas of the Profitability Formula that directly apply to a clinician.
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Written by Bryan Motzkus
Updated over a week ago

Clinician - The Key to Your Office Culture is You

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Written by Bryan Motzkus
Updated over a week ago

Clinician - A Successful Day

Here we provide three recommendations to work smarter, not harder as a clinician.
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Written by Bryan Motzkus
Updated over a week ago
FAQ's

Why Don't My Hygiene Visits Match in the Performance Board, Daily Report & Provider Pulse?

This article will discuss the Hygiene Visits logic and how it differs between the Performance Board, Daily Report and Provider Pulse
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Written by Grace Richards
Updated over a week ago

Business Associate Agreement - Dental Intelligence

This article will discuss how to access the Dental Intelligence BAA
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Written by Grace Richards
Updated this week

Cancellation Policy

If you are wanting to cancel your subscription to one of our Dental Intelligence products please find our cancellation policy below.
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Written by Jolynn Marcum
Updated over a week ago

Why Does Today's Production in the Morning Huddle not match the Today's Scheduled Production on the Ticker?

This article will discuss the differing logics for Today's Production metrics throughout the Dental Intel portal
Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Why does the number of Active Patients in Dental Intelligence Analytics not match the number of Patients in Engagement [Modento]?

This article will discuss the difference between Dental Intelligence Analytics' and Engagement [Modento]'s Active Patient definition
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Written by Grace Richards
Updated over a week ago

How to Map Provider ID's - Dental Intelligence

This article will discus how to connect a provider ID to a user profile in Di to better track performance
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Written by Grace Richards
Updated over a week ago

Why Using ADA Codes is Crucial to Having Accurate Data

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Written by Bryan Motzkus
Updated over a week ago

Why Are Production Adjustments / Write Offs Showing Dates Outside of the Selected Range?

This article will discuss why Production Adjustments/Write Offs are showing dates outside of the selected range in the Performance Board
Grace Richards avatar
Written by Grace Richards
Updated over a week ago

What Do I Need to Do When I Change My Practice Management Software?

This article will discuss the steps you need to follow when changing PMS's to ensure your Dental Intel Services remain in sync
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Written by Grace Richards
Updated over a week ago

Switching Between Your Dental Intelligence Software Products

The waffle icon allows you to quickly and conveniently navigate between your Dental Intelligence, Modento, and LocalMed software.
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Written by Jolynn Marcum
Updated over a week ago

How to View Annual Patient Value - Dental Intelligence

This article will discuss how to view the annual patient value
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Written by Grace Richards
Updated over a week ago

What is the "i" icon in Dental Intelligence?

This article will discuss the i icon found on Dental Intel metrics
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Written by Grace Richards
Updated over a week ago

How to Update Gross or Net Production Settings - Dental Intelligence

This article will discuss how to switch production settings to Gross or Net
Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Why isn't my production goal showing? (Troubleshooting Clinical Hours)

This article will discuss Provider Production Goals and how they are effected by Clinical Hours
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Written by Bryan Motzkus
Updated over a week ago

What's the difference between Scheduled Hours and Actual Hours? - Dental Intelligence

This article will discuss the difference between Actual Hours and Scheduled Hours in the Dental Intel Clinical Hours Feature
Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Understanding the Monthly Review Email

A description of what is in the Monthly Review
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Written by Bryan Motzkus
Updated over a week ago

What Are The Dental Care Benchmarks?

This article will provide the most recent Dental Care Benchmarks & discuss how to use them comparatively to your data!
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Written by Bryan Motzkus
Updated over a week ago

FAQ's: LocalMed Bulk Scheduling with Dental Intelligence

Frequently asked questions about sending Local Med bulk messages through the Patient Finder tool in Dental Intel.
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Written by Grace Richards
Updated over a week ago

Incremental Syncing vs. Nightly Sync - Dental Intelligence

This article will discuss the differences between an Incremental Sync and Nightly Syncing
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Written by Grace Richards
Updated over a week ago

What is the Difference Between Gross Production and Net Production?

This article will discuss the differences between Gross Production and Net Production
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Written by Grace Richards
Updated over a week ago

Mobile App - Dental Intelligence

This article will discuss the Dental Intelligence Mobile Application
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Written by Grace Richards
Updated over a week ago

How to Reconnect your Dental Intelligence to your Practice Management Software

What to do when you see that Dental Intelligence is not syncing with your Practice Management Software
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Written by Bryan Motzkus
Updated over a week ago

How is Production Calculated?

This article will discuss the profitability formula, where production comes from, and how to increase it!
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Written by Bryan Motzkus
Updated over a week ago

Hygiene Visits - Dental Intelligence

Why are there so many different Visits numbers on the Performance Board?
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Written by Bryan Motzkus
Updated over a week ago

Hygiene Interval - How Does It Work?

Where does the "Hygiene Due Date" I see across Dental Intel come from?
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Written by Bryan Motzkus
Updated over a week ago

Why am I Seeing "Non-Production" as a Role Under my Tx Coordinators?

In the Provider Pulse, my Tx Coordinators are listed as "non-production". Why is this happening?
Grace Richards avatar
Written by Grace Richards
Updated over a week ago

What is Dental Intelligence's HIPAA Policy?

Questions about the security of your patients' data?
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Written by Bryan Motzkus
Updated over a week ago

Why am I Seeing a DO NOT RECALL Banner?

This article explains where DO NOT RECALL comes from in your practice management system.
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Written by Grace Richards
Updated over a week ago

How to Change your Username / Email - Dental Intelligence

This article will discuss how to update your email in Dental Intelligence
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Written by Grace Richards
Updated over a week ago

Important Terms & Definitions - Dental Intelligence

This article will discuss the important metrics and definitions in the Dental Intelligence dashboard
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Written by Grace Richards
Updated over a week ago

When Do I Expand My Hygiene Department?

When is the right time to expand your hygiene team? Is your hygiene team at capacity?
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Written by Grace Richards
Updated over a week ago

What Should My Goals Be? - Dental Intelligence

This article will discuss what data you should refer to when setting your goals
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Written by Grace Richards
Updated over a week ago

How and Why to "Clear the Cache" in the Morning Huddle - Dental Intelligence

Clearing the cache within the Morning Huddle is a very simple process that can be used to ensure it is up to date!
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Written by Grace Richards
Updated over a week ago

How to identify treatment priority in Dental Intelligence

Where do Treatment Priorities come from, and how can I edit them?
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Written by Grace Richards
Updated over a week ago

Matching Numbers in Dental Intelligence with Your Practice Management System

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Written by Grace Richards
Updated over a week ago

How to Use the Dental Intelligence Mobile App

This article will discuss the important tools and metrics to utilize within the Dental Intel Mobile Application
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Written by Grace Richards
Updated over a week ago

How to Automate Treatment Acceptance Tracking

This article will discuss how to set up Treatment Coordinators in your PMS for Automated Treatment Tracking in Dental Intel
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Written by Grace Richards
Updated over a week ago

How to Set the Hygiene Re-Appointment % Goal

This article will discuss how we recommend setting the Hygiene Re-appointment % goal
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Written by Grace Richards
Updated over a week ago

How to Set the NP Hygiene Reappointment % Goal

This article discusses why the New Patient Hygiene Reappointment % is critical to every practice.
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Written by Maxwell Williams
Updated over a week ago

How to Set the Patient Acceptance % Goal

Patient Acceptance % is the percentage of patients that accept some type of treatment that is presented
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Written by Maxwell Williams
Updated over a week ago

How to Set the Treatment $ Acceptance % Goal

Treatment $ Acceptance % is the percentage dollars we have presented to patients that are accepted
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Written by Maxwell Williams
Updated over a week ago

Where Can I Find Unscheduled Treatment?

This article will discuss how to identify unscheduled tx opportunity in Dental Intelligence
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Written by Bryan Motzkus
Updated over a week ago

How to find Unscheduled Production - Dental Intelligence

Three ways patients and their treatment get lost and how you can get that production scheduled back into your practice.
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Written by Maxwell Williams
Updated over a week ago

How to Push Notes into my PMS

This article discusses how you can make Dental Intelligence push Follow Up Notes back to your Practice Software.
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Written by Grace Richards
Updated over a week ago

What are Follow Up Push Notes? - Dental Intelligence

This FAQ is intended to help answer any questions you may have about Dental Intelligence pushing Follow Up notes back to your PMS
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Written by Bryan Motzkus
Updated over a week ago