Dental Intelligence Knowledge Base

Patient Communication

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

89 articles

Patient Communication: How-To Video Channel

TouchPoints™ Automation

Automated Communication FAQs

Patient Timeline: From Invite to Check Out

Customizing Verbiage

Transitioning from Analytics Follow Up Tasks to Dental Intelligence Follow Ups

Appointment TouchPoints™_{8 articles}

Scheduling TouchPoints™_{3 articles}

Other TouchPoints™_{2 articles}

Set Appointment Buffers in Your PMS_{4 articles}

Patient Finder Dashboard

Patient Finder Dashboard

Patient Finder Filters and Common Searches

Dental Intelligence Patient Card

Managing Family Communication Settings

How to Mark Forms and Health History Updates as Completed

How to Deactivate or Reactivate Patients in Dentrix Ascend

Patient Paperwork

February 2026 HIPAA Notice of Privacy Practices Update

FAQs & Troubleshooting_{5 articles}

Getting Started with Forms & Consents_{8 articles}

Forms & Consents Automation_{2 articles}

Common Workflows_{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

Why am I not receiving the two-factor authentication code from the insurance company?

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_{6 articles}

Toll-Free Number (TFN) Verification_{3 articles}

Email Campaigns

Email Campaigns FAQs

Create Email Templates_{2 articles}

Sending Campaigns_{4 articles}

Patient Rewards & Modento Mobile App

Patient Rewards_{3 articles}

Modento Patient Mobile App_{3 articles}

Swell

Manage Patient Reviews with Swell

How to Enable Swell and Set Up Swell Users