Dental Intelligence

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

Patient Communication

Get answers to questions about automated communication functions in Dental Intelligence

Automated Communication FAQs

Follow along on a typical patient journey and all of the Dental Intelligence TouchPoints along the way

Patient Timeline: From Invite to Check Out

Learn how to customize the content of TouchPoints™ and other automated messages

Customizing Verbiage

A better, unified task management experience for your practice awaits with Follow Ups in Dental Intelligence

Transitioning from Analytics Follow Up Tasks to Dental Intelligence Follow Ups

TouchPoints™ Automation

Learn how hygiene appointments are identified in Dental Intelligence according to your practice management software

How are Hygiene Appointments Categorized?

Configure and activate your automated appointment messages in Dental Intelligence

Appointment TouchPoints™

Learn how confirmations in Dental Intelligence work with your practice management software to automate appointment communication and save time

Appointment Confirmation Request TouchPoints™

Learn how to enable automated check-in requests in Dental Intelligence

Check-In Request TouchPoint™

Get answers to questions about sending online review requests to patients and collecting reviews for your practice

Review Request FAQs

Understand how manual and automatic review requests are sent through Dental Intelligence

Online Review Request TouchPoint™

Learn how to set up automated post-op instructions and enable the Post-Op Instructions TouchPoint

Automatically Send Post-Op Instructions to Patients After Their Appointment

Troubleshoot common scenarios that may explain why certain patients aren't receiving reminders or confirming their appointment

Why aren't patients receiving appointment reminders?

Learn how to enable automated recall reminders with Online Scheduling

Hygiene Recall TouchPoint™

Enable automated cancellation notification messages so patients stay in the know about their appointment

Appointment Cancellation TouchPoint™

Set up automated outstanding treatment reminders to contact patients with current outstanding treatment and get them on your schedule

Outstanding Treatment TouchPoint™

Scheduling TouchPoints™

Learn how to set up automated birthday messages that can be sent automatically to patients in

Birthday TouchPoint™

Learn how to contact patients you haven't seen in a while and find out if they're still interested in being a patient at your practice

Patient Reactivation TouchPoint™

Other TouchPoints™

Learn how to set up appointment buffers in Dental Intelligence using custom procedure codes in Dentrix

Creating Appointment Buffers in Dentrix

Learn how to set up appointment buffers in Dental Intelligence using custom procedure codes in Open Dental

Creating Appointment Buffers in Open Dental

Learn how to set up appointment buffers in Dental Intelligence using custom procedure codes in Eaglesoft

Creating Appointment Buffers in Eaglesoft

Learn how to set up appointment buffers in Dental Intelligence using custom procedure codes in Dentrix Ascend

Creating Appointment Buffers in Dentrix Ascend

Set Appointment Buffers in Your PMS

Learn how to send bulk messages, send scheduling invitations, create custom lists of patients, and more

Patient Finder Dashboard

Learn how to navigate the patient card in Dental Intelligence

Dental Intelligence Patient Card

Understand Dental Intelligence logic when messaging guarantors/guardians

Managing Family Communication Settings

Using the Bulk Action feature in Dental Intelligence makes it easy to communicate with a group of patients with just a few clicks

Bulk Actions

Learn how to mark forms as completed in Dental Intelligence

How to Mark Forms and Health History Updates as Completed

How to Deactivate or Reactivate Patients in Dentrix Ascend

Make sure your practice forms are in compliance with new HIPAA regulations effective February 16, 2026

February 2026 HIPAA Notice of Privacy Practices Update

Patient Paperwork

Get answers to frequently asked questions about editing, preparing, and sending forms and consents to patients

Forms and Consents FAQs

Patients experiencing form delivery issues or having trouble filling out their paperwork? We can help.

Patient Forms Troubleshooting Guide

Learn more about why using our standard forms offers the most streamlined and professional experience for your practice

What are the benefits of using standard form templates vs. customized forms?

Learn about the writeback process for forms and consents and their saved location in your practice management software

Where do forms and consents write back in my practice management software?

See how patients will receive forms and consents after they are sent out and how they are electronically returned when completed

What does it look like when a patient receives forms from Dental Intelligence?

FAQs & Troubleshooting

If you're just getting started with Dental Intelligence forms and consents, follow along with this setup guide to make sure your patient paperwork is ready to go

Forms & Consents: Complete Setup and Management Guide

Learn how to edit forms within Dental Intelligence

How to Edit a Form

Learn how to to edit and customize existing consents as well as create a new consent in Dental Intelligence

How to Edit and Create Consents

Learn how to map the alerts from your Health History form and add medical alerts to your Practice Management Software

How to Map Medical Alerts for Health History Forms

Learn about the available placeholders that can be used in forms and consents throughout Dental Intelligence

Forms and Consents Placeholder Key

Not sure if you should submit a Forms Ticket or make the change yourself?Use this guide to know exactly when our team needs to step in — and when you’re…

When to Submit a Forms Ticket

Engagement forms and consents can be sent to a kiosk device in your office or directly to to your patient via text or email

How to Send Forms and Consents to Patients and Kiosks

Learn how to navigate your Consents library and make customizations to consents

Consents Overview

Getting Started with Forms & Consents

Learn how to send out forms automatically based on patient status or time period

How to Set Up Automated Forms

Learn how to create and edit automated consents and save staff members time

How to Set Up Automated Consents

Forms & Consents Automation

Learn about setting up and selecting which forms to include in your New Patient packet

How to Set Up a New Patient Forms Packet

Learn how to filter a list of patients with outstanding forms and send them a forms link reminder message

Contact Patients with Missing Forms in Bulk

Learn how to print blank forms and/or consents in Engagement

How to Print Blank Forms and Consents

Learn how to prepare and send forms to patients in Spanish

How to Prepare and Send a Form in Spanish

Help your patients access affordable, predictable dental care — without relying on third-party insurance

Create In-House Membership Plans for Patients Without Dental Insurance

Common Workflows

Set up treatment plan payment options, modify treatment plan presentation verbiage, and implement treatment plan visuals

Treatment Plan Setup and Configuration

Learn the steps to send a treatment plan to a patient, as well as what the patient receives and approves/declines

Creating, Sending, and Managing Treatment Plans

Learn how to prepare and attach a Treatment Refusal Consent to any patient treatment plan

Treatment Plan Refusal Consents

Each PMS has unique workflows for syncing, editing, and sending treatment plans through Dental Intelligence

PMS-Specific Treatment Plan Workflows

Treatment Plans

A comprehensive guide to effective communication strategies and best practices when it comes to email vs. text messaging

Choosing the Right Messaging Delivery Channel

Learn more about common errors triggered by direct text/SMS messages to patients from Dental Intelligence

Common Text Message Error Codes and How to Resolve Them

Get answers to questions about creating and sending templates, messaging patients, and staying on top of comm logs

Manual Communication FAQs

Understand why VoIP and toll-free office phone numbers are often blocked from receiving insurance carrier 2FA codes — and how to work around it.

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

Patient Messaging

Learn how to customize and create Dental Intelligence message and social media templates

Direct Message and Social Media Templates

Learn how to set up a message template and create a list of pre-med patients that you can contact in bulk

How to Send Pre-Med Reminders

Learn more about patient messaging and best practices for communicating HIPAA-related information

Are emails and text messages sent to patients from Dental Intelligence HIPAA-compliant?

Create and Send Message Templates

Learn more about how to use Patient Chat in Dental Intelligence

Patient Chat

Learn how to set up and send Dental Intelligence Voicemail Drops

Voicemail Drops

Learn how to opt a patient out of receiving texts, emails, and review requests by updating their communication settings

Opt a Patient Out of Receiving Text Messages & Emails

Learn how to update communication preferences for a patient who has opted out of receiving text messages

Resubscribe a Patient that Opted Out of Text Messages

Opt Patients In/Out of Messaging

Understand how communications in Dental Intelligence will function if you choose to port your practice phone number for texting purposes

Porting Your Phone Number

Dental Intelligence ensures that your practice's assigned toll-free SMS phone number is in compliance

What to Know About A2P 10DLC

Get answers to questions about porting your phone number and what we'll need to submit your A2P 10DLC request

A2P 10DLC Text Messaging FAQs

10DLC-Compliant Terms and Conditions Sample

10DLC-Compliant Privacy Policy Sample

Why You Need a New LOA When Your 10DLC Number is Hosted Away

Phone Number Porting

Updated Toll-Free Verification Requirements (Effective February 17, 2026)

Learn what steps we'll need to take to resolve an EIN error so that you can begin using your toll-free number in Dental Intelligence

Why We Need Your EIN Documentation for Toll-Free Number Verification

Incomplete or incorrect information is the most common reason TFN submissions are rejected. Taking a few minutes to confirm your details ahead of time can save you days of delays.

How to Get Your Toll-Free Number Verified: Requirements & Best Practices

Toll-Free Number (TFN) Verification

Email Campaigns FAQs

Email Campaigns

Learn how to navigate and use the email template builder to create stunning emails to send to your patients

Using the Email Template Builder

Learn how to create dynamic email templates that will engage your existing and prospective patient base

Create/Edit an Email Campaign in the Template Builder

Create Email Templates

Learn how to send an email campaign using templates created in the Template Builder

Send an Email Campaign

Learn how to curate a list of patients with unscheduled treatment, then create and send an email campaign to get them booked

Send an Email Campaign to Patients with Unscheduled Treatment

Learn how to curate a list of patients based on their insurance type in the Analytics-Only Portal, then use Dental Intelligence to create and send an email campaign

Create Targeted Email Campaigns Based on Patient Insurance Carrier

Learn how to track patient engagement and conversion rates to result in a more profitable practice using email campaigns

Track Email Campaigns

Sending Campaigns

Patient Rewards & Modento Mobile App

Customize your location's Loyalty Program and encourage patients to complete tasks to redeem points and achieve rewards

How to Set Up Rewards for Your Patient Loyalty Program

Learn how to send loyalty points manually to patients through your Dental Intelligence dashboard

Sending Loyalty Points to Patients Manually

Learn how patients can redeem loyalty points at your practice and earn prizes

Redeem Patient Loyalty Points

Patient Rewards

Learn more about the Modento patient mobile app and Loyalty Program

Modento Patient Mobile App Set Up

Learn how to invite patients to download and utilize the Modento Patient Mobile App

Invite Patients to Use the Modento Patient Mobile App

Learn how to use the Modento Patient Mobile App to earn loyalty points, submit forms, and more!

Modento Patient Mobile App Patient View

Modento Patient Mobile App

Take advantage of the direct Swell integration in your Dental Intelligence dashboard and easily monitor and manage online reviews and patient feedback

Manage Patient Reviews with Swell

Learn how to start using Swell by adding Swell API Tokens to your Dental Intelligence user profiles

How to Enable Swell and Set Up Swell Users

Swell

Terms of Service

Security

Privacy Policy

DI System Status

Monthly Product Update

Go to Analytics-Only Knowledge Base

Find answers and get help from Intercom Support and Community Experts

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