Dental Intelligence Knowledge Base

Engagement

Set up automation, digitize forms, send bulk messages, and more!

Webinars & Videos

Engagement: On Demand Webinar Library

Engagement: How To Video Channel

Dental Intelligence Overview

Engagement Bridge_{3 articles}

Manage Account Users & Practice Information_{9 articles}

Kiosks_{3 articles}

Screen Pops & Pop-Up Notifications_{5 articles}

TouchPoints™ Automation

Automated Communication FAQs

Patient Timeline: From Invite to Check Out

Customizing TouchPoints™ Verbiage

Appointment TouchPoints™_{7 articles}

Scheduling TouchPoints™_{3 articles}

Other TouchPoints™_{2 articles}

Patient Paperwork

Standard Forms vs. Customized Forms

Forms and Consents FAQs

Set Up Forms & Consents_{12 articles}

Sending and Receiving Forms & Consents_{5 articles}

Treatment Plans_{4 articles}

Patient Messaging

Choosing the Right Messaging Delivery Channel

Common Text Message Error Codes and How to Resolve Them

Manual Communication FAQs

Create and Send Message Templates_{3 articles}

Patient Chat_{1 article}

Voicemail Drops_{1 article}

Opt Patients In/Out of Messaging_{2 articles}

Phone Number Porting_{5 articles}

Email Campaigns

Email Campaigns FAQs

Create Email Templates_{2 articles}

Sending Campaigns_{4 articles}

Personal Assistant

Personal Assistant

Signing Digital Forms

LiveOps® Overview

Schedule, Quick-Fill, and Confirm Appointments in LiveOps®

Update Seated Patient Status in LiveOps®

Prepare a Patient for Check Out in LiveOps®

Move Patients from Stage to Stage in LiveOps®

Scheduling Center

Scheduling Center

Patient Finder Dashboard

Patient Finder Dashboard

Engagement: Patient Card Overview

Managing Family Communication Settings

How to Mark Forms and Health History Updates as Completed

How to Deactivate or Reactivate Patients in Dentrix Ascend

Communication Logs

Track Sent and Scheduled Messages in Communication Logs

Viewing Commlogs in Open Dental

How to Adjust Where Communication Appears in Eaglesoft

Online Scheduling

Online Scheduling Feature Comparison

Dental Intelligence Online Scheduling

Online Scheduling Troubleshooting

Online Scheduling Configuration_{5 articles}

Online Scheduling Google Integrations_{4 articles}

Inviting Patients to Schedule_{3 articles}

Online Scheduling Action Items & Performance_{3 articles}

Set Up Block Scheduling and Appointment Buffers in Your PMS_{6 articles}

Automated Insurance Eligibility Verification

Where does Eligibility pull patient insurance information from within my practice management software?

Supported Payers for Eligibility

Manage Patient Reviews with Swell

How to Enable and Set Up Swell Users

Integrating the Swell Webchat Widget

Patient Rewards

How to Set Up Rewards for Your Patient Loyalty Program

Sending Loyalty Points to Patients Manually

Redeem Patient Loyalty Points

Modento Patient Mobile App

Modento Patient Mobile App Set Up

Invite Patients to Use the Modento Patient Mobile App

Modento Patient Mobile App Patient View

Team Tasks (Beta)

Team Tasks (Beta)