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Dental Intelligence Analytics
Dental Intelligence Analytics
A collection of articles and videos to help you better understand Dental Intelligence
How To Video Channel - Analytics
Live & On Demand Webinars - Analytics
Getting Setup
Welcome to the Dental Intelligence -Analytics
Adding Your Team - Analytics
Adding User Permissions - Analytics
How to Add an Existing Analytics User to a New Dashboard - Analytics
Entering Clinical Hours - Analytics
Setting Your Provider Goals - Analytics
Setting Your Practice Goals - Analytics
The Profitability Formula - Analytics
Log In Issues - Analytics
di Dashboards
Ticker Metrics - Analytics
Customizing the Ticker - Analytics
Viewing and Exporting Source Details - Analytics
LocalMed Dashboard Integration - Analytics
Profitability Formula Dashboard - Analytics
Patient Chat Integration - Analytics
Performance Board
Navigating the Performance Board - Analytics
Performance Board - Visits
Performance Board - Production
Performance Board - How to Run a Custom Production Report
Performance Board - Unscheduled Patients
Performance Board - Restorative/Elective Case
Performance Board - Hygiene Case
Performance Board - New Patients
Performance Board - Hygiene Re-Appointment
Performance Board - Cancellations & No Shows
Collections Board
Collections Board - Navigating your Dashboard
Collections Board - AR Aging
Collections Board - Patient Credit Balances
Collections Board - Claims Aging
Collections Board - Annual Patient Value
Collections Board - Collections Metric
Collections Board - 90-Day Collection Percent
Collections Board - AR Days
Collections Board - AR Ratio
Why Doesn't My Total AR Aging Balance Match My Practice Management Software - Dental Intelligence
Provider Pulse
Provider Pulse - Navigating your Dashboard
Provider Pulse - Case Section Procedure Filters
Morning Huddle
Morning Huddle - Finding Opportunities
Morning Huddle - Yesterday, Today & Tomorrow
Morning Huddle - Changing Operatory Order in the Schedule View
Morning Huddle - How to Change the Date
Patient Finder
Patient Finder - Creating a Custom List
Patient Finder Filters & Definitions - Analytics
Patient Finder - Using Bulk Scheduling in Dental Intelligence
Patient Finder - Exporting a List
Patient Finder - How to Edit the Patient Finder Columns
Schedule
Viewing the Schedule - Analytics
Follow Ups
Follow Ups - Filling Your Schedule
Follow Ups - How to Use Auto Follow Ups
Follow Ups - Creating with a Patient Finder List
Follow Ups - Creating a Follow Up from the Patient Card
Follow Ups - Marking Attempts & Daily Use
Follow Ups - Viewing Follow Up Results
Using Dental Intelligence by Role
Practice Owner - Using Dental Intelligence Analytics
Practice Owner - The Key to Your Office Culture is You
Practice Owner - A Successful Day
Practice Owner - The Secret to Success
Office Manager - Using Dental Intelligence
Office Manager - A Successful Day
Office Manager - The Secret to Success
Office Manager - The Key to Your Office Culture is You
Front Office Team Member - Using Dental Intelligence
Front Office - The Key to Your Office Culture is You
Front Office - A Successful Day
Front Office - The Secret to Success
Clinician - The Secret to Success
Clinician - The Key to Your Office Culture is You
Clinician - A Successful Day
FAQ's
Why Don't My Hygiene Visits Match in the Performance Board, Daily Report & Provider Pulse?
Business Associate Agreement - Dental Intelligence
Cancellation Policy
Why Does Today's Production in the Morning Huddle not match the Today's Scheduled Production on the Ticker?
Why does the number of Active Patients in Dental Intelligence Analytics not match the number of Patients in Engagement [Modento]?
How to Map Provider ID's - Analytics
Why Using ADA Codes is Crucial to Having Accurate Data
Why Are Production - Adjustments / Write Offs Showing Dates Outside of the Selected Range?
What Do I Need to Do When I Change My Practice Management Software?
Switching Between Your Dental Intelligence Software Products
How to View Annual Patient Value - Dental Intelligence
What is the "i" icon in Dental Intelligence?
How to Update Gross or Net Production Settings - Dental Intelligence
Why isn't my production goal showing? (Troubleshooting Clinical Hours)
What's the Difference Between Scheduled Hours and Actual Hours? - Analytics
Understanding the Monthly Review Email
What Are The Dental Care Benchmarks?
FAQ's: LocalMed Bulk Scheduling with Dental Intelligence
Incremental Syncing vs. Nightly Sync - Dental Intelligence
What is the Difference Between Gross Production and Net Production?
Mobile App - Dental Intelligence
How to Reconnect your Dental Intelligence to your Practice Management Software
How is Production Calculated?
Hygiene Visits - Dental Intelligence
Hygiene Interval - How Does It Work?
Why am I Seeing "Non-Production" as a Role Under my Tx Coordinators?
What is Dental Intelligence's HIPAA Policy?
Understanding and Using Treatment Teams - Analytics
Why am I Seeing a DO NOT RECALL Banner?
How to Change your Username / Email - Dental Intelligence
Important Terms & Definitions - Dental Intelligence
When Do I Expand My Hygiene Department?
What Should My Goals Be? - Dental Intelligence
How and Why to "Clear the Cache" in the Morning Huddle - Dental Intelligence
How to identify treatment priority in Dental Intelligence
Matching Numbers in Dental Intelligence with Your Practice Management System
How to Use the Dental Intelligence Mobile App
How to Automate Treatment Acceptance Tracking
How to Set the Hygiene Re-Appointment % Goal
How to Set the NP Hygiene Reappointment % Goal
How to Set the Patient Acceptance % Goal
How to Set the Treatment $ Acceptance % Goal
Where Can I Find Unscheduled Treatment? - Analytics
How to find Unscheduled Production - Dental Intelligence
How to Push Notes into My Practice Management Software
What are Follow Up Push Notes? - Dental Intelligence
Analytics Payments (formerly di.Payments)
Analytics Payments - A Complete A/R Management Tool
Analytics Payments - What Information is Required to Set up?
Analytics Payments - Getting Set Up
Analytics Payments - Why Does a Patient Show Up on the Bulk Payment Request List?
Analytics Payments - Issuing a Refund
Analytics Payments - FAQ's
Analytics Payments - Fees
Analytics Payments - Payments Notes
Analytics Payments - Requesting a Single Payment
Analytics Payments - Sending Bulk Payment Requests
Analytics Payments - Monthly Statements and Fees
Analytics Payments - Writing Payments Back Into Your Practice Management Software
Analytics Payments - How Do Patients Pay a Balance
Analytics Payments - Collecting a Payment via Virtual Terminal
Analytics Payments - Tracking Deposits
Analytics Payments - Customizing the Payment Workflow
Analytics Payments - Removing a Patient from a Payment Request Campaign
Analytics Payments - Update Banking Information
Analytics Payments - Snoozing Patients from the Bulk Payment Request List
Analytics Payments - Processing a Payment Using an EOB Virtual Card
Analytics Payments - Card on File