Dental Intelligence

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

Patient Finder Dashboard

Learn what filters are available in Patient Finder in the Engagement Module and how to use them to take bulk action and save time

Patient Finder Filters and Common Searches

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 navigate the patient card in Dental Intelligence

Dental Intelligence Patient Card

Understand Dental Intelligence logic when messaging guarantors/guardians

Managing Family Communication Settings

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

Learn when your Denticon data syncs with Dental Intelligence, and best practices for maintaining accurate patient records across both platforms

Denticon Data Sync and Patient Management in Dental Intelligence

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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