Dental Intelligence

Learn how to get started using Follow Up Tasks in Analytics

Follow Up Tasks: Overview

Get answers to common questions about Follow Up Tasks in Analytics

Analytics: Follow Up Tasks FAQs

Erika Gardner

Sam Miller

Follow Up Tasks

Learn how to set up the Auto Follow Ups feature in the Analytics module

Follow Up Tasks: How to Use Automatic Follow Ups

Learn how to identify unscheduled treatment opportunities by using Follow Ups Tasks

Follow Up Tasks: Finding Unscheduled Treatment

Create bulk Follow Up Tasks from a Patient Finder list created in your Analytics module

Follow Up Tasks: Create Bulk Follow Up Tasks from a Patient Finder List

Learn how to create an individual Follow Up Task in Analytics

Follow Up Tasks: Creating a Follow Up Task from the Patient Card

Learn more about when automatic Follow Up Tasks close and how you can set up manually created Follow Up Tasks to do the same

Follow Up Tasks: When Do Follow Up Tasks Close Automatically?

Create Automatic & Manual Follow Up Tasks

Learn how to enable the Analytics Follow Up Tasks notes to be written back into your Practice Software

Follow Up Tasks: Push Notes into My Practice Management Software

This article explains where you can access Dental Intelligence Follow Up notes inside of EagleSoft

Where Do Follow Up Push Notes Show Up in EagleSoft?

This article explains where you can access Dental Intelligence Follow Up notes inside of Dentrix

Where Do Follow Up Push Notes Show in Dentrix?

This article explains where you can access Dental Intelligence Follow Up notes inside of OpenDental

Where Do Follow Up Push Notes Show in Open Dental?

Follow Up Tasks Notes

Learn the process of accessing and acting on open Follow Up Tasks in Analytics

Follow Up Tasks: Marking Attempts & Daily Use

Learn how to view the number of calls made and patients scheduled here when using the Analytics Follow Up Tasks

Follow Up Tasks: Viewing Results

Mark Attempts & View Results

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