All Collections
Dental Intelligence Analytics
A collection of articles and videos to help you better understand Dental Intelligence Analytics
J
Analytics: Welcome to Dental Intelligence
Analytics: Overview
Analytics: How to Map Provider ID's
Analytics: Adding Your Team
Analytics: Adding User Permissions
Analytics: The Profitability Formula
Analytics: Adding Existing User to a New Location
Analytics: Entering Clinical Hours
Analytics: Difference Between Scheduled Hours and Actual Hours
Analytics: My Profile
Analytics: How to Change your Username Email
Analytics: Log In Issues
Analytics: Important Terms & Definitions
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)
Performance Board: Overview
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
Performance Board: Hygiene Visits
Performance Board: When Do I Expand My Hygiene Department?
Performance Board: When Production Adjustments/Write Offs Show Dates Outside of Selected Range
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
Follow Ups: Overview
Follow Ups: How to Use Auto 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: 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 Active Patients in Analytics Differs from the Patients in Engagement ?
Analytics: Why Using ADA Codes is Crucial to Having Accurate Data
Analytics: Matching Numbers in Dental Intelligence with Your Practice Management System
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