Dental Intelligence

Get started with DI and achieve your desired outcomes

Getting Started

Review the onboarding timeline and prepare for implementation of your Dental Intelligence Software

Your Dental Intelligence SMB Onboarding Journey

Register here for our Live Onboarding Webinars to get started with Dental Intelligence and train your team

Live Onboarding Webinars

Train your entire team with our world class on demand webinar series.

On-Demand Training Webinars

How-To Video Channels

Onboarding & Learning Resources

Analytics and Engagement aren't just connected — now they're consolidated! Manage patients and practice data from our all-in-one platform

Dental Intelligence is Better Together

Learn which key features of Dental Intelligence you should have set up within your first 14 days for successful onboarding

Getting Started with Dental Intelligence

Discover effective strategies to monitor and boost your collections, both before, during, and after appointments

Strategies for Collecting More

Get insight on how to utilize Dental Intelligence to get patients with outstanding treatment booked on your schedule and increase overall acceptance

Techniques for Increasing Treatment Acceptance

Use Dental Intelligence to automate previously manual processes to save time, streamline operations, and increase patient engagement

Using the Power of Automation to Simplify Your Tasks

Learn how to implement Dental Intelligence features in your practice to keep patients coming back and your schedule full

Techniques for Increasing Visits

Best practices for achieving results using the Engagement Module

Getting the Most Out of Dental Intelligence

Learn how to set up and start utilizing your Dental Intelligence subscription

Dental Intelligence Overview

Setting Up Your Practice

Learn how to configure your practice settings

Setting Up Your Practice in Dental Intelligence

Learn how to use the Services tab in Dental Intelligence Settings to view your bridge connection status, monitor quota usage, and access helpful resources like patient portal and app links

How to Check Bridge Connection, Quota Usage, and Resources in Settings

Learn how to add new users, edit existing users, or delete users in Dental Intelligence

Create and Manage Users in Dental Intelligence

Understand the differences between each permissions level and which features team members will have access to based on permissions settings

User Permissions and Access Levels

Learn how to link your Analytics and Engagement credentials to access the unified Dental Intelligence portal and troubleshoot permissions issues

How do I link my Analytics and Engagement user credentials?

Learn how to upload your practice logo to Dental Intelligence to be used in locations such as forms, treatment plans, online scheduling, and more

Add Your Practice Logo

Learn how to set up your practice hours in Dental Intelligence and enable after hours auto-responses so that your patients are always in the know

Set Up Practice Hours and Enable After Hours Handling

Keep your provider metrics accurate by setting and tracking Clinical Hours in Dental Intelligence

Set Clinical Hours in Dental Intelligence

Learn how the Patient Portal makes filling out forms, collecting payments, & upcoming appointment information accessible on your site

The Patient Portal

Learn how to reset or update the password for your Dental Intelligence account

Reset Your Password, Update Your Email Address, and Troubleshoot Login Issues

Learn how to find your Dental Intelligence subscription details within Dental Intelligence Settings

Dental Intelligence Account Billing Information (Beta)

Get help logging in to Dental Intelligence using your Spear Education username and password

Login to Dental Intelligence Using your Spear Credentials

Learn how to set up automated treatment tracking and start measuring team performance at your practice

Set Treatment Coordinators and Treatment Teams in Dental Intelligence

Learn how to connect a provider ID to a user profile in Dental Intelligence to track their performance

How do I map Provider IDs in Dental Intelligence?

Understand the risks of password sharing and how to keep your patient health information secure

Best Practices for Keeping Your Dental Intelligence Account Secure

Update your practice hours, add, edit, or remove Engagement users, reset account passwords

Manage Account Users & Practice Information

Use this guide to set up an iPad, Android tablet, PC, or laptop as an in-office Kiosk in Dental Intelligence

Kiosk Set Up

Resolve common questions and issues while setting up and using kiosks in your practice

Kiosk Troubleshooting

Learn how to use a kiosk during patient check-in, when filling out forms, and reviewing treatment plans

Using Kiosks

Kiosks

Get answers to questions about managing the Personal Assistant and other notifications in Engagement

Engagement: Notifications & Pop-Up FAQs

Learn how to set up Screen Pops / Call Pops

Enabling Screen Pops in Settings

Learn how to enable Screen Pops as a Mango Subscriber

Enabling Mango Screen Pops Integration

Learn how to enable Dental Intelligence pop-up notifications in your Internet browser

Enabling Pop Up Notifications in Your Internet Browser

This article will discuss how Screen Pops / Call Pops work within Dental Intelligence

Screen Pops Overview

Enable Screen Pops integration and browser pop-up notifications

Screen Pops & Pop-Up Notifications

Learn about practice management software compatibility and system requirements

Dental Intelligence System Requirements

Understand how frequently Dental Intelligence is syncing with your practice management software

Dental Intelligence Data Sync Schedule

Learn what to do when making changes to your existing practice management software to ensure Dental Intelligence remains in sync

What do I need to do if I change or update my Practice Management Software?

Learn how to find out which software version your PMS is currently operating on

What is my Practice Management System software version?

Learn what's required to install and sync with Dental Intelligence

PMS Updates & Compatibility

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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