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Dental Intelligence Analytics
A collection of articles and videos to help you better understand Dental Intelligence Analytics
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Analytics: System Requirements
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
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
Patient Finder: Creating Bulk Follow Ups with a Patient Finder List
Analytics: Send Bulk Scheduling Requests from LocalMed
Patient Finder: How to Run an Insurance Analysis by Annual Family Value
Follow Ups: Overview
Follow Ups: How to Use Automatic Follow Ups
Follow Ups: When Do Follow Ups Close Automatically?
Follow Ups: Creating a Follow Up from the Patient Card
Follow Ups: Marking Attempts & Daily Use
Follow Ups: Viewing Follow Up Results
Follow Ups: Finding Unscheduled Treatment
Follow Ups: Push Notes into My Practice Management Software
Analytics: View and Export Source Details
Analytics: How is Production Calculated?
Analytics: Why Today's Production in the Morning Huddle Differs from Scheduled Production on the Ticker
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 Payments: Managing A/R
Analytics Payments: What Information is Required to Set Up?
Analytics Payments: Getting Set Up
Analytics Payments: Requesting a Single Payment
Analytics Payments: Sending Bulk Payment Requests
Analytics Payments: Customizing the Payment Workflow
Analytics Payments: Why Does a Patient Show Up on the Bulk Payment Request List?
Analytics Payments: Snoozing Patients from the Bulk Payment Request List
Analytics Payments: Removing a Patient from a Payment Request Campaign
Analytics Payments: Tracking Deposits
Analytics Payments: Collecting a Payment via Virtual Terminal
Analytics Payments: Card on File
Analytics Payments: How Do Patients Pay a Balance?
Analytics Payments: Issuing a Refund
Analytics Payments: FAQ's
Analytics Payments: Payment Notes
Analytics Payments: Update Banking Information
Analytics Payments: Processing a Payment Using an EOB Virtual Card
Analytics Payments: Monthly Statements and Fees
Analytics Payments: Payment Processing Fees
Analytics Payments: Writing Payments Back Into Your Practice Management Software
Analytics: Patient Chat Integration