# Dental Intelligence Knowledge Base

> Search below to find answers to your questions

## Getting Started

- [Your Dental Intelligence SMB Onboarding Journey](https://educate.dentalintel.com/en/articles/8505783-your-dental-intelligence-smb-onboarding-journey.md): Review the onboarding timeline and prepare for implementation of your Dental Intelligence Software
- [Live Onboarding Webinars](https://educate.dentalintel.com/en/articles/9528723-live-onboarding-webinars.md): Register here for our Live Onboarding Webinars to get started with Dental Intelligence and train your team
- [On-Demand Training Webinars](https://educate.dentalintel.com/en/articles/8978485-on-demand-training-webinars.md): Train your entire team with our world class on demand webinar series.
- [How-To Video Channels](https://educate.dentalintel.com/en/articles/6026261-how-to-video-channels.md)
- [Training for Administrators](https://educate.dentalintel.com/en/articles/14115846-training-for-administrators.md): A training resource designed to help you learn how to use and introduce the Dental Intelligence platform.
- [Training for Team Members](https://educate.dentalintel.com/en/articles/14658813-training-for-team-members.md): This is a training resource designed to help you learn how to use the Dental Intelligence platform in your daily workflows
- [Training for Scheduling Team](https://educate.dentalintel.com/en/articles/14859295-training-for-scheduling-team.md): This training is designed for team members responsible for coordinating both online and in-office scheduling.
- [Training for Marketing Team](https://educate.dentalintel.com/en/articles/15138915-training-for-marketing-team.md): This training is designed for those overseeing your practice marketing strategy
- [Training for Revenue Cycle Team](https://educate.dentalintel.com/en/articles/14743650-training-for-revenue-cycle-team.md): If you’re involved in billing, claims, or collections, this article highlights the key resources to support your daily work.
- [Dental Intelligence is Better Together](https://educate.dentalintel.com/en/articles/11993364-dental-intelligence-is-better-together.md): Analytics and Engagement aren't just connected — now they're consolidated! Manage patients and practice data from our all-in-one platform
- [Getting Started with Dental Intelligence](https://educate.dentalintel.com/en/articles/7915827-getting-started-with-dental-intelligence.md): Learn which key features of Dental Intelligence you should have set up within your first 14 days for successful onboarding
- [Strategies for Collecting More](https://educate.dentalintel.com/en/articles/7913724-strategies-for-collecting-more.md): Discover effective strategies to monitor and boost your collections, both before, during, and after appointments
- [Techniques for Increasing Treatment Acceptance](https://educate.dentalintel.com/en/articles/7915555-techniques-for-increasing-treatment-acceptance.md): Get insight on how to utilize Dental Intelligence to get patients with outstanding treatment booked on your schedule and increase overall acceptance
- [Using the Power of Automation to Simplify Your Tasks](https://educate.dentalintel.com/en/articles/7036651-using-the-power-of-automation-to-simplify-your-tasks.md): Use Dental Intelligence to automate previously manual processes to save time, streamline operations, and increase patient engagement
- [Techniques for Increasing Visits](https://educate.dentalintel.com/en/articles/8541745-techniques-for-increasing-visits.md): Learn how to implement Dental Intelligence features in your practice to keep patients coming back and your schedule full
- [Dental Intelligence Overview](https://educate.dentalintel.com/en/articles/5974148-dental-intelligence-overview.md): Learn how to set up and start utilizing your Dental Intelligence subscription
- [Setting Up Your Practice in Dental Intelligence](https://educate.dentalintel.com/en/articles/8386898-setting-up-your-practice-in-dental-intelligence.md): Learn how to configure your practice settings
- [How to Check Bridge Connection, Quota Usage, and Resources in Settings](https://educate.dentalintel.com/en/articles/7054292-how-to-check-bridge-connection-quota-usage-and-resources-in-settings.md): 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
- [Create and Manage Users in Dental Intelligence](https://educate.dentalintel.com/en/articles/5979647-create-and-manage-users-in-dental-intelligence.md): Learn how to add new users, edit existing users, or delete users in Dental Intelligence
- [User Permissions and Access Levels](https://educate.dentalintel.com/en/articles/9170773-user-permissions-and-access-levels.md): Understand the differences between each permissions level and which features team members will have access to based on permissions settings
- [How do I link my Analytics and Engagement user credentials?](https://educate.dentalintel.com/en/articles/12812674-how-do-i-link-my-analytics-and-engagement-user-credentials.md): Learn how to link your Analytics and Engagement credentials to access the unified Dental Intelligence portal and troubleshoot permissions issues
- [Add Your Practice Logo](https://educate.dentalintel.com/en/articles/8392549-add-your-practice-logo.md): Learn how to upload your practice logo to Dental Intelligence to be used in locations such as forms, treatment plans, online scheduling, and more
- [Set Up Practice Hours and Enable After Hours Handling](https://educate.dentalintel.com/en/articles/6561752-set-up-practice-hours-and-enable-after-hours-handling.md): Learn how to set up your practice office hours in Dental Intelligence and enable after hours auto-responses so that your patients are always in the know
- [Set Clinical Hours in Dental Intelligence](https://educate.dentalintel.com/en/articles/12578456-set-clinical-hours-in-dental-intelligence.md): Keep your provider metrics accurate by setting and tracking Clinical Hours in Dental Intelligence
- [The Patient Portal](https://educate.dentalintel.com/en/articles/8258208-the-patient-portal.md): Learn how the Patient Portal makes filling out forms, collecting payments, & upcoming appointment information accessible on your site
- [Reset Your Password, Update Your Email Address, and Troubleshoot Login Issues](https://educate.dentalintel.com/en/articles/6121996-reset-your-password-update-your-email-address-and-troubleshoot-login-issues.md): Learn how to reset or update the password for your Dental Intelligence account
- [Dental Intelligence Account Billing Information](https://educate.dentalintel.com/en/articles/12233031-dental-intelligence-account-billing-information.md): Learn how to find your Dental Intelligence subscription details within Dental Intelligence Settings
- [Login to Dental Intelligence Using your Spear Credentials](https://educate.dentalintel.com/en/articles/11156780-login-to-dental-intelligence-using-your-spear-credentials.md): Get help logging in to Dental Intelligence using your Spear Education username and password
- [Set Treatment Coordinators and Treatment Teams in Dental Intelligence](https://educate.dentalintel.com/en/articles/12853434-set-treatment-coordinators-and-treatment-teams-in-dental-intelligence.md): Learn how to set up automated treatment tracking and start measuring team performance at your practice
- [How do I map Provider IDs in Dental Intelligence?](https://educate.dentalintel.com/en/articles/12853547-how-do-i-map-provider-ids-in-dental-intelligence.md): Learn how to connect a provider ID to a user profile in Dental Intelligence to track their performance
- [Best Practices for Keeping Your Dental Intelligence Account Secure](https://educate.dentalintel.com/en/articles/9278553-best-practices-for-keeping-your-dental-intelligence-account-secure.md): Understand the risks of password sharing and how to keep your patient health information secure
- [Kiosk Set Up](https://educate.dentalintel.com/en/articles/5740667-kiosk-set-up.md): Use this guide to set up an iPad, Android tablet, PC, or laptop as an in-office Kiosk in Dental Intelligence
- [Kiosk Troubleshooting](https://educate.dentalintel.com/en/articles/10099972-kiosk-troubleshooting.md): Resolve common questions and issues while setting up and using kiosks in your practice
- [Using Kiosks](https://educate.dentalintel.com/en/articles/11462698-using-kiosks.md): Learn how to use a kiosk during patient check-in, when filling out forms, and reviewing treatment plans
- [Engagement: Notifications & Pop-Up FAQs](https://educate.dentalintel.com/en/articles/9492094-engagement-notifications-pop-up-faqs.md): Get answers to questions about managing the Personal Assistant and other notifications in Engagement
- [Enabling Screen Pops in Settings](https://educate.dentalintel.com/en/articles/5740654-enabling-screen-pops-in-settings.md): Learn how to set up Screen Pops / Call Pops in your Dental Intelligence dashboard
- [What do screen pops look like?](https://educate.dentalintel.com/en/articles/5653191-what-do-screen-pops-look-like.md): See how screen pops look when enabled in your Dental Intelligence portal
- [Enabling Pop Up Notifications in Your Internet Browser](https://educate.dentalintel.com/en/articles/5740600-enabling-pop-up-notifications-in-your-internet-browser.md): Learn how to enable Dental Intelligence pop-up notifications in your Internet browser
- [Mango Voice Integration Overview](https://educate.dentalintel.com/en/articles/15520169-mango-voice-integration-overview.md)
- [How to Enable the Mango Voice Integration](https://educate.dentalintel.com/en/articles/5740658-how-to-enable-the-mango-voice-integration.md): Learn how to enable your Mango Voice integration to utilize click-to-call, call log summaries, and voicemail notifications in Dental Intelligence
- [Dental Intelligence System Requirements](https://educate.dentalintel.com/en/articles/6170750-dental-intelligence-system-requirements.md): Learn about practice management software compatibility and system requirements
- [Dental Intelligence Data Sync Schedule](https://educate.dentalintel.com/en/articles/12054059-dental-intelligence-data-sync-schedule.md): Understand how frequently Dental Intelligence is syncing with your practice management software
- [Required Steps Before Changing or Updating your Practice Management Software](https://educate.dentalintel.com/en/articles/6289304-required-steps-before-changing-or-updating-your-practice-management-software.md): If you are planning to switch your practice management software or upgrade to a new version, follow these steps before taking action
- [What is my Practice Management System software version?](https://educate.dentalintel.com/en/articles/10046181-what-is-my-practice-management-system-software-version.md): Learn how to find out which software version your PMS is currently operating on
- [Dental Intelligence and Denticon Integration Guide](https://educate.dentalintel.com/en/articles/13716912-dental-intelligence-and-denticon-integration-guide.md)

## Patient Communication

- [Patient Communication: How-To Video Channel](https://educate.dentalintel.com/en/articles/14220911-patient-communication-how-to-video-channel.md): Watch these videos to learn about activating TouchPoints, communicating with patients, sending treatment plans, email campaigns, and more!
- [Automated Communication FAQs](https://educate.dentalintel.com/en/articles/9466257-automated-communication-faqs.md): Get answers to questions about automated communication functions in Dental Intelligence
- [Patient Timeline: From Invite to Check Out](https://educate.dentalintel.com/en/articles/10059163-patient-timeline-from-invite-to-check-out.md): Follow along on a typical patient journey and all of the Dental Intelligence TouchPoints along the way
- [Customizing Verbiage](https://educate.dentalintel.com/en/articles/5653134-customizing-verbiage.md): Learn how to customize the content of TouchPoints™ and other automated messages
- [Transitioning from Analytics Follow Up Tasks to Dental Intelligence Follow Ups](https://educate.dentalintel.com/en/articles/12580239-transitioning-from-analytics-follow-up-tasks-to-dental-intelligence-follow-ups.md): A better, unified task management experience for your practice awaits with Follow Ups in Dental Intelligence
- [How are Hygiene Appointments Categorized?](https://educate.dentalintel.com/en/articles/6225259-how-are-hygiene-appointments-categorized.md): Learn how hygiene appointments are identified in Dental Intelligence according to your practice management software
- [Appointments TouchPoints™](https://educate.dentalintel.com/en/articles/6001554-appointments-touchpoints.md): Configure and activate your automated appointment-related messages in Dental Intelligence
- [Appointment Confirmation Request TouchPoints™](https://educate.dentalintel.com/en/articles/7025849-appointment-confirmation-request-touchpoints.md): Learn how confirmations in Dental Intelligence work with your practice management software to automate appointment communication and save time
- [Check-In Request TouchPoint™](https://educate.dentalintel.com/en/articles/6008513-check-in-request-touchpoint.md): Learn how to enable automated check-in requests in Dental Intelligence
- [Review Request FAQs](https://educate.dentalintel.com/en/articles/9424821-review-request-faqs.md): Get answers to questions about sending online review requests to patients and collecting reviews for your practice
- [Online Review Request TouchPoint™](https://educate.dentalintel.com/en/articles/6150335-online-review-request-touchpoint.md): Understand how manual and automatic review requests are sent through Dental Intelligence
- [Automatically Send Post-Op Instructions to Patients After Their Appointment](https://educate.dentalintel.com/en/articles/11503025-automatically-send-post-op-instructions-to-patients-after-their-appointment.md): Learn how to set up automated post-op instructions and enable the Post-Op Instructions TouchPoint
- [Why aren't patients receiving appointment reminders?](https://educate.dentalintel.com/en/articles/12740050-why-aren-t-patients-receiving-appointment-reminders.md): Troubleshoot common scenarios that may explain why certain patients aren't receiving reminders or confirming their appointment
- [Hygiene Recall TouchPoint™](https://educate.dentalintel.com/en/articles/8348767-hygiene-recall-touchpoint.md): Learn how to enable automated recall reminders with Online Scheduling
- [Appointment Cancellation TouchPoint™](https://educate.dentalintel.com/en/articles/10032981-appointment-cancellation-touchpoint.md): Enable automated notification messages so patients stay in the know when their appointment gets cancelled
- [Outstanding Treatment TouchPoint™](https://educate.dentalintel.com/en/articles/11568458-outstanding-treatment-touchpoint.md): Set up automated outstanding treatment reminders to contact patients with current outstanding treatment and get them on your schedule
- [Missed Appointment TouchPoint™](https://educate.dentalintel.com/en/articles/15768867-missed-appointment-touchpoint.md): Learn how the Missed Appointment TouchPoint™ in Dental Intelligence is set up from start to finish, including when it's triggered for each supported PMS
- [Birthday TouchPoint™](https://educate.dentalintel.com/en/articles/5964223-birthday-touchpoint.md): Learn how to set up automated birthday messages that can be sent automatically to patients in
- [Patient Reactivation TouchPoint™](https://educate.dentalintel.com/en/articles/11729271-patient-reactivation-touchpoint.md): 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
- [Payment Request TouchPoint™](https://educate.dentalintel.com/en/articles/14433960-payment-request-touchpoint.md)
- [Creating Appointment Buffers in Dentrix](https://educate.dentalintel.com/en/articles/5740842-creating-appointment-buffers-in-dentrix.md): Learn how to set up appointment buffers in Dental Intelligence using custom procedure codes in Dentrix
- [Creating Appointment Buffers in Open Dental](https://educate.dentalintel.com/en/articles/5740849-creating-appointment-buffers-in-open-dental.md): Learn how to set up appointment buffers in Dental Intelligence using custom procedure codes in Open Dental
- [Creating Appointment Buffers in Eaglesoft](https://educate.dentalintel.com/en/articles/6233605-creating-appointment-buffers-in-eaglesoft.md): Learn how to set up appointment buffers in Dental Intelligence using custom procedure codes in Eaglesoft
- [Creating Appointment Buffers in Dentrix Ascend](https://educate.dentalintel.com/en/articles/11327448-creating-appointment-buffers-in-dentrix-ascend.md): Learn how to set up appointment buffers in Dental Intelligence using custom procedure codes in Dentrix Ascend
- [Creating Appointment Buffers in Denticon](https://educate.dentalintel.com/en/articles/15600902-creating-appointment-buffers-in-denticon.md): Learn how to set up appointment buffers in Dental Intelligence using custom procedure codes in Denticon
- [Patient Finder Dashboard](https://educate.dentalintel.com/en/articles/6512831-patient-finder-dashboard.md): Learn how to send bulk messages, send scheduling invitations, create custom lists of patients, and more
- [Patient Finder Filters and Common Searches](https://educate.dentalintel.com/en/articles/14111673-patient-finder-filters-and-common-searches.md): Learn what filters are available in Patient Finder in the Engagement Module and how to use them to take bulk action and save time
- [Bulk Actions](https://educate.dentalintel.com/en/articles/8345365-bulk-actions.md): Using the Bulk Action feature in Dental Intelligence makes it easy to communicate with a group of patients with just a few clicks
- [Dental Intelligence Patient Card](https://educate.dentalintel.com/en/articles/6687735-dental-intelligence-patient-card.md): Learn how to navigate the patient card in Dental Intelligence
- [Managing Family Communication Settings](https://educate.dentalintel.com/en/articles/6093545-managing-family-communication-settings.md): Understand Dental Intelligence logic when messaging guarantors/guardians
- [How to Mark Forms and Health History Updates as Completed](https://educate.dentalintel.com/en/articles/6122881-how-to-mark-forms-and-health-history-updates-as-completed.md): Learn how to mark forms as completed in Dental Intelligence
- [How to Deactivate or Reactivate Patients in Dentrix Ascend](https://educate.dentalintel.com/en/articles/11584924-how-to-deactivate-or-reactivate-patients-in-dentrix-ascend.md)
- [Denticon Data Sync and Patient Management in Dental Intelligence](https://educate.dentalintel.com/en/articles/13719084-denticon-data-sync-and-patient-management-in-dental-intelligence.md): Learn when your Denticon data syncs with Dental Intelligence, and best practices for maintaining accurate patient records across both platforms
- [February 2026 HIPAA Notice of Privacy Practices Update](https://educate.dentalintel.com/en/articles/13730538-february-2026-hipaa-notice-of-privacy-practices-update.md): Make sure your practice forms are in compliance with new HIPAA regulations effective February 16, 2026
- [Forms and Consents FAQs](https://educate.dentalintel.com/en/articles/9356878-forms-and-consents-faqs.md): Get answers to frequently asked questions about editing, preparing, and sending forms and consents to patients
- [Forms Troubleshooting Guide](https://educate.dentalintel.com/en/articles/13752132-forms-troubleshooting-guide.md): Patients experiencing form delivery issues or having trouble filling out their paperwork? We can help.
- [What are the benefits of using standard form templates vs. customized forms?](https://educate.dentalintel.com/en/articles/9971756-what-are-the-benefits-of-using-standard-form-templates-vs-customized-forms.md): Learn more about why using our standard forms offers the most streamlined and professional experience for your practice
- [Where do forms and consents write back in my practice management software?](https://educate.dentalintel.com/en/articles/6174048-where-do-forms-and-consents-write-back-in-my-practice-management-software.md): Learn about the writeback process for forms and consents and their saved location in your practice management software
- [How can I ensure patient forms are being sent automatically in Dental Intelligence?](https://educate.dentalintel.com/en/articles/15062140-how-can-i-ensure-patient-forms-are-being-sent-automatically-in-dental-intelligence.md)
- [What does it look like when a patient receives forms from Dental Intelligence?](https://educate.dentalintel.com/en/articles/8213301-what-does-it-look-like-when-a-patient-receives-forms-from-dental-intelligence.md): See how patients will receive forms and consents after they are sent out and how they are electronically returned when completed
- [Forms & Consents: Complete Setup and Management Guide](https://educate.dentalintel.com/en/articles/8202739-forms-consents-complete-setup-and-management-guide.md): 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
- [How to Edit a Form](https://educate.dentalintel.com/en/articles/5946306-how-to-edit-a-form.md): Learn how to edit forms within Dental Intelligence
- [How to Edit and Create Consents](https://educate.dentalintel.com/en/articles/5947010-how-to-edit-and-create-consents.md): Learn how to to edit and customize existing consents as well as create a new consent in Dental Intelligence
- [How to Map Medical Alerts for Health History Forms](https://educate.dentalintel.com/en/articles/5653185-how-to-map-medical-alerts-for-health-history-forms.md): Learn how to map alerts from your Health History form and add medical alerts to your practice management software
- [Forms and Consents Placeholder Key](https://educate.dentalintel.com/en/articles/5942600-forms-and-consents-placeholder-key.md): Learn about the available placeholders that can be used in forms and consents throughout Dental Intelligence
- [When to Submit a Forms Ticket](https://educate.dentalintel.com/en/articles/8987175-when-to-submit-a-forms-ticket.md): 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 free to edit on your own.
- [How to Send Forms and Consents to Patients and Kiosks](https://educate.dentalintel.com/en/articles/5653102-how-to-send-forms-and-consents-to-patients-and-kiosks.md): Engagement forms and consents can be sent to a kiosk device in your office or directly to to your patient via text or email
- [Consents Overview](https://educate.dentalintel.com/en/articles/8202741-consents-overview.md): Learn how to navigate your Consents library and make customizations to consents
- [How to Set Up Automated Forms](https://educate.dentalintel.com/en/articles/5964778-how-to-set-up-automated-forms.md): Learn how to send out forms automatically based on patient status or time period
- [How to Set Up Automated Consents](https://educate.dentalintel.com/en/articles/7225178-how-to-set-up-automated-consents.md): Learn how to create and edit automated consents and save staff members time
- [How to Set Up a New Patient Forms Packet](https://educate.dentalintel.com/en/articles/6106222-how-to-set-up-a-new-patient-forms-packet.md): Learn about setting up and selecting which forms to include in your New Patient packet
- [Contact Patients with Missing Forms in Bulk](https://educate.dentalintel.com/en/articles/11204979-contact-patients-with-missing-forms-in-bulk.md): Learn how to filter a list of patients with outstanding forms and send them a forms link reminder message
- [How to Print Blank Forms and Consents](https://educate.dentalintel.com/en/articles/6282550-how-to-print-blank-forms-and-consents.md): Learn how to print blank forms and/or consents in Engagement
- [How to Prepare and Send a Form in Spanish](https://educate.dentalintel.com/en/articles/8987170-how-to-prepare-and-send-a-form-in-spanish.md): Learn how to prepare and send forms to patients in Spanish
- [Offer an In-House Membership Plan to Patients Without Dental Insurance](https://educate.dentalintel.com/en/articles/6662668-offer-an-in-house-membership-plan-to-patients-without-dental-insurance.md): Help your patients access affordable, predictable dental care — without relying on third-party insurance
- [Treatment Plan Setup and Configuration](https://educate.dentalintel.com/en/articles/6069679-treatment-plan-setup-and-configuration.md): Set up treatment plan payment options, modify treatment plan presentation verbiage, and implement treatment plan visuals
- [Creating, Sending, and Managing Treatment Plans](https://educate.dentalintel.com/en/articles/6005002-creating-sending-and-managing-treatment-plans.md): Learn the steps to send a treatment plan to a patient, as well as what the patient receives and approves/declines
- [Treatment Plan Refusal Consents](https://educate.dentalintel.com/en/articles/8482515-treatment-plan-refusal-consents.md): Learn how to prepare and attach a Treatment Refusal Consent to any patient treatment plan
- [PMS-Specific Treatment Plan Workflows](https://educate.dentalintel.com/en/articles/5740819-pms-specific-treatment-plan-workflows.md): Each PMS has unique workflows for syncing, editing, and sending treatment plans through Dental Intelligence
- [Choosing the Right Messaging Delivery Channel](https://educate.dentalintel.com/en/articles/9155972-choosing-the-right-messaging-delivery-channel.md): A comprehensive guide to effective communication strategies and best practices when it comes to email vs. text messaging
- [Common Text Message Error Codes and How to Resolve Them](https://educate.dentalintel.com/en/articles/8838516-common-text-message-error-codes-and-how-to-resolve-them.md): Learn more about common errors triggered by direct text/SMS messages to patients from Dental Intelligence
- [Manual Communication FAQs](https://educate.dentalintel.com/en/articles/9421768-manual-communication-faqs.md): Get answers to questions about creating and sending templates, messaging patients, and staying on top of comm logs
- [Why am I not receiving the two-factor authentication code from the insurance company?](https://educate.dentalintel.com/en/articles/14006342-why-am-i-not-receiving-the-two-factor-authentication-code-from-the-insurance-company.md): Understand why VoIP and toll-free office phone numbers are often blocked from receiving insurance carrier 2FA codes — and how to work around it.
- [Direct Message and Social Media Templates](https://educate.dentalintel.com/en/articles/5964201-direct-message-and-social-media-templates.md): Learn how to customize and create Dental Intelligence message and social media templates
- [How to Send Pre-Med Reminders](https://educate.dentalintel.com/en/articles/10175742-how-to-send-pre-med-reminders.md): Learn how to set up a message template and create a list of pre-med patients that you can contact in bulk
- [Are emails and text messages sent to patients from Dental Intelligence HIPAA-compliant?](https://educate.dentalintel.com/en/articles/8264444-are-emails-and-text-messages-sent-to-patients-from-dental-intelligence-hipaa-compliant.md): Learn more about patient messaging and best practices for communicating HIPAA-related information
- [Patient Chat](https://educate.dentalintel.com/en/articles/5955673-patient-chat.md): Learn more about how to use Patient Chat in Dental Intelligence
- [Voicemail Drops](https://educate.dentalintel.com/en/articles/5971466-voicemail-drops.md): Learn how to set up and send Dental Intelligence Voicemail Drops
- [Opt a Patient Out of Receiving Text Messages & Emails](https://educate.dentalintel.com/en/articles/6304380-opt-a-patient-out-of-receiving-text-messages-emails.md): Learn how to opt a patient out of receiving texts, emails, and review requests by updating their communication settings
- [Resubscribe a Patient that Opted Out of Text Messages](https://educate.dentalintel.com/en/articles/6365588-resubscribe-a-patient-that-opted-out-of-text-messages.md): Learn how to update communication preferences for a patient who has opted out of receiving text messages
- [Porting Your Phone Number](https://educate.dentalintel.com/en/articles/9242560-porting-your-phone-number.md): Understand how communications in Dental Intelligence will function if you choose to port your practice phone number for texting purposes
- [What to Know About A2P 10DLC](https://educate.dentalintel.com/en/articles/8319000-what-to-know-about-a2p-10dlc.md): Dental Intelligence ensures that your practice's assigned toll-free SMS phone number is in compliance
- [A2P 10DLC Text Messaging FAQs](https://educate.dentalintel.com/en/articles/10180216-a2p-10dlc-text-messaging-faqs.md): Get answers to questions about porting your phone number and what we'll need to submit your A2P 10DLC request
- [10DLC-Compliant Terms and Conditions Sample](https://educate.dentalintel.com/en/articles/10910730-10dlc-compliant-terms-and-conditions-sample.md)
- [10DLC-Compliant Privacy Policy Sample](https://educate.dentalintel.com/en/articles/10910694-10dlc-compliant-privacy-policy-sample.md)
- [Why You Need a New LOA When Your 10DLC Number is Hosted Away](https://educate.dentalintel.com/en/articles/13452299-why-you-need-a-new-loa-when-your-10dlc-number-is-hosted-away.md)
- [Updated Toll-Free Verification Requirements \(Effective September 15, 2026\)](https://educate.dentalintel.com/en/articles/13709498-updated-toll-free-verification-requirements-effective-september-15-2026.md)
- [Why We Need Your EIN Documentation for Toll-Free Number Verification](https://educate.dentalintel.com/en/articles/13709351-why-we-need-your-ein-documentation-for-toll-free-number-verification.md): 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
- [How to Get Your Toll-Free Number Verified: Requirements & Best Practices](https://educate.dentalintel.com/en/articles/13852672-how-to-get-your-toll-free-number-verified-requirements-best-practices.md): 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.
- [Email Campaigns FAQs](https://educate.dentalintel.com/en/articles/9396342-email-campaigns-faqs.md)
- [Using the Email Template Builder](https://educate.dentalintel.com/en/articles/8955253-using-the-email-template-builder.md): Learn how to navigate and use the email template builder to create stunning emails to send to your patients
- [Create/Edit an Email Campaign in the Template Builder](https://educate.dentalintel.com/en/articles/8940228-create-edit-an-email-campaign-in-the-template-builder.md): Learn how to create dynamic email templates that will engage your existing and prospective patient base
- [Send an Email Campaign](https://educate.dentalintel.com/en/articles/9123763-send-an-email-campaign.md): Learn how to send an email campaign using templates created in the Template Builder
- [Send an Email Campaign to Patients with Unscheduled Treatment](https://educate.dentalintel.com/en/articles/9397281-send-an-email-campaign-to-patients-with-unscheduled-treatment.md): Learn how to curate a list of patients with unscheduled treatment, then create and send an email campaign to get them booked
- [Create Targeted Email Campaigns Based on Patient Insurance Carrier](https://educate.dentalintel.com/en/articles/9273352-create-targeted-email-campaigns-based-on-patient-insurance-carrier.md): 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
- [Track Email Campaigns](https://educate.dentalintel.com/en/articles/8284838-track-email-campaigns.md): Learn how to track patient engagement and conversion rates to result in a more profitable practice using email campaigns
- [How to Set Up Rewards for Your Patient Loyalty Program](https://educate.dentalintel.com/en/articles/8796771-how-to-set-up-rewards-for-your-patient-loyalty-program.md): Customize your location's Loyalty Program and encourage patients to complete tasks to redeem points and achieve rewards
- [Sending Loyalty Points to Patients Manually](https://educate.dentalintel.com/en/articles/6100819-sending-loyalty-points-to-patients-manually.md): Learn how to send loyalty points manually to patients through your Dental Intelligence dashboard
- [Redeem Patient Loyalty Points](https://educate.dentalintel.com/en/articles/6133303-redeem-patient-loyalty-points.md): Learn how patients can redeem loyalty points at your practice and earn prizes
- [Modento Patient Mobile App Set Up](https://educate.dentalintel.com/en/articles/5982543-modento-patient-mobile-app-set-up.md): Learn more about the Modento patient mobile app and Loyalty Program
- [Invite Patients to Use the Modento Patient Mobile App](https://educate.dentalintel.com/en/articles/9630944-invite-patients-to-use-the-modento-patient-mobile-app.md): Learn how to invite patients to download and utilize the Modento Patient Mobile App
- [Modento Patient Mobile App Patient View](https://educate.dentalintel.com/en/articles/6864458-modento-patient-mobile-app-patient-view.md): Learn how to use the Modento Patient Mobile App to earn loyalty points, submit forms, and more!
- [Manage Patient Reviews with Swell](https://educate.dentalintel.com/en/articles/6060467-manage-patient-reviews-with-swell.md): Take advantage of the direct Swell integration in your Dental Intelligence dashboard and easily monitor and manage online reviews and patient feedback
- [How to Enable Swell and Set Up Swell Users](https://educate.dentalintel.com/en/articles/5982522-how-to-enable-swell-and-set-up-swell-users.md): Learn how to start using Swell by adding Swell API Tokens to your Dental Intelligence user profiles

## Online Scheduling & LiveOps®

- [Online Scheduling: How-To Video Channel](https://educate.dentalintel.com/en/articles/14221416-online-scheduling-how-to-video-channel.md): Watch these videos to learn about Online Scheduling set up, and how to use Online Scheduling tools in your daily workflows.
- [Dental Intelligence Online Scheduling](https://educate.dentalintel.com/en/articles/6022737-dental-intelligence-online-scheduling.md)
- [Online Scheduling Troubleshooting \(Syncing from PMS\)](https://educate.dentalintel.com/en/articles/8546183-online-scheduling-troubleshooting-syncing-from-pms.md): Troubleshoot provider, operatory, and appointment type issues in Dental Intelligence Online Scheduling when syncing from your PMS
- [Online Scheduling General Settings](https://educate.dentalintel.com/en/articles/6885424-online-scheduling-general-settings.md): Learn how to start and/or update your online scheduling settings
- [Set Provider Availability in Dental Intelligence Online Scheduling](https://educate.dentalintel.com/en/articles/12557062-set-provider-availability-in-dental-intelligence-online-scheduling.md): Manage provider availability directly in Dental Intelligence and override availability set up in your practice management software
- [Create Time Blocks in Dental Intelligence Online Scheduling](https://educate.dentalintel.com/en/articles/12557068-create-time-blocks-in-dental-intelligence-online-scheduling.md): Define blocks on your schedule that determine when and where patients can or can't schedule appointments
- [Online Scheduling Practice-Level Services](https://educate.dentalintel.com/en/articles/6580699-online-scheduling-practice-level-services.md): Learn how to set up practice-level service types for Dental Intelligence Online Scheduling
- [Create and Customize Online Scheduling Links](https://educate.dentalintel.com/en/articles/6301307-create-and-customize-online-scheduling-links.md): Learn how to customize your general scheduling link and create custom online scheduling links for patients that book online
- [Online Scheduling Blocklist](https://educate.dentalintel.com/en/articles/8594474-online-scheduling-blocklist.md): Learn how to prevent certain patients from scheduling online by adding them to a blocklist
- [Online Scheduling Widgets](https://educate.dentalintel.com/en/articles/7229328-online-scheduling-widgets.md): Learn how to create an online scheduling widget for your dental practice's website
- [Troubleshooting Provider Availability and Time Blocks with Online Scheduling Availability Insights](https://educate.dentalintel.com/en/articles/14350615-troubleshooting-provider-availability-and-time-blocks-with-online-scheduling-availability-insights.md): Use the built-in Availability Insights tool to quickly resolve online scheduling issues
- [Online Scheduling Reserve with Google Integration](https://educate.dentalintel.com/en/articles/11172730-online-scheduling-reserve-with-google-integration.md): Learn how to set up your Google Business profile to allow patients to book online directly from Google
- [How to Set Up Google Analytics for Online Scheduling](https://educate.dentalintel.com/en/articles/9967313-how-to-set-up-google-analytics-for-online-scheduling.md): Start tracking patient leads with your Dental Intelligence online custom scheduling links
- [How to Set Up Google Tag Manager for Online Scheduling](https://educate.dentalintel.com/en/articles/10514444-how-to-set-up-google-tag-manager-for-online-scheduling.md): Start tracking patient leads with your Dental Intelligence appointments, custom scheduling links, and scheduling invitations
- [Understanding the Differences Between Google Tag Manager \(GTM\) and Google Analytics 4 \(GA4\)](https://educate.dentalintel.com/en/articles/10516394-understanding-the-differences-between-google-tag-manager-gtm-and-google-analytics-4-ga4.md)
- [Invite Patients to Schedule Online](https://educate.dentalintel.com/en/articles/6546087-invite-patients-to-schedule-online.md): Learn how to invite your patients to schedule online using the Online Scheduling features in Dental Intelligence
- [Online Scheduling Patient Experience](https://educate.dentalintel.com/en/articles/6580558-online-scheduling-patient-experience.md): See the patient view when scheduling an appointment online through Dental Intelligence
- [Share Your Online Scheduling Appointment Request Link](https://educate.dentalintel.com/en/articles/6101409-share-your-online-scheduling-appointment-request-link.md): Learn how to send Online Appointment Requests to patients with Dental Intelligence
- [Online Scheduling Action Items Dashboard](https://educate.dentalintel.com/en/articles/6884697-online-scheduling-action-items-dashboard.md): Learn how to use Online Scheduling Action Items dashboard to manage patients with differing needs.
- [Using the ASAP List](https://educate.dentalintel.com/en/articles/9916795-using-the-asap-list.md): Organize patients using the ASAP tag and manage them from your ASAP List to get them on your schedule
- [Online Scheduling Performance Dashboard](https://educate.dentalintel.com/en/articles/6687987-online-scheduling-performance-dashboard.md): Learn how to track your online scheduling efforts and successes in the Performance Dashboard
- [Set Up OnSchedule Templates in Eaglesoft](https://educate.dentalintel.com/en/articles/6213759-set-up-onschedule-templates-in-eaglesoft.md): Learn how to set up OnSchedule Templates \(also known as "block scheduling"\) in Eaglesoft
- [Set Up Schedule Templates in Dentrix Ascend](https://educate.dentalintel.com/en/articles/11106617-set-up-schedule-templates-in-dentrix-ascend.md): Learn how to set up Schedule Templates \(also known as "time slots" or "block scheduling"\) in Dentrix Ascend
- [How are Dentrix Ascend appointment statuses reflected in Dental Intelligence?](https://educate.dentalintel.com/en/articles/13006410-how-are-dentrix-ascend-appointment-statuses-reflected-in-dental-intelligence.md)
- [Set Up Denticon for Dental Intelligence Online Scheduling](https://educate.dentalintel.com/en/articles/13717565-set-up-denticon-for-dental-intelligence-online-scheduling.md): Learn how to configure your scheduling set up in Denticon for seamless integration with Dental Intelligence Online Scheduling
- [LiveOps® Overview](https://educate.dentalintel.com/en/articles/6007513-liveops-overview.md): Learn how to optimize the LiveOps® feature in Dental Intelligence and start maximizing efficiency in your practice
- [Schedule, Quick Fill, and Confirm Appointments in LiveOps®](https://educate.dentalintel.com/en/articles/8376663-schedule-quick-fill-and-confirm-appointments-in-liveops.md): Learn how to schedule or use Quick Fill to book appointments directly from the LiveOps® dashboard
- [Update Seated Patient Status in LiveOps®](https://educate.dentalintel.com/en/articles/8059582-update-seated-patient-status-in-liveops.md): Learn how to request help from a team member in LiveOps® & set a timer to track patient service wait time
- [Prepare a Patient for Check Out in LiveOps®](https://educate.dentalintel.com/en/articles/8059568-prepare-a-patient-for-check-out-in-liveops.md): Learn how to move a patient from the Seated stage to the Check Out Area in LiveOps®
- [Move Patients from Stage to Stage in LiveOps®](https://educate.dentalintel.com/en/articles/8059603-move-patients-from-stage-to-stage-in-liveops.md): Learn how to move patients from arrival to checkout during their office visit journey in LiveOps®
- [Predictive Scheduling in LiveOps®](https://educate.dentalintel.com/en/articles/15060058-predictive-scheduling-in-liveops.md): Fill empty chairs, reduce no-shows, and protect your production — automatically
- [Manage Pending Appointments in LiveOps®](https://educate.dentalintel.com/en/articles/16819513-manage-pending-appointments-in-liveops.md): Stay on top of your day and keep chairs filled with less effort
- [Scheduling Center](https://educate.dentalintel.com/en/articles/10594326-scheduling-center.md): Learn how to use the Scheduling Center to make appointments on behalf of patients and keep your operatories full

## Notifications, Tasks, & Comm Logs

- [Personal Assistant](https://educate.dentalintel.com/en/articles/6502511-personal-assistant.md): Learn how to utilize the Dental Intelligence Personal Assistant to stay on top of patient notifications and tasks
- [Signing Digital Forms](https://educate.dentalintel.com/en/articles/5653177-signing-digital-forms.md): Learn how to add electronic signatures to sign forms as they come into the Personal Assistant inbox
- [Team Tasks](https://educate.dentalintel.com/en/articles/10770834-team-tasks.md): Streamline office workflows and keep track of patient action items with automatically created tasks in the Team Tasks dashboard
- [Team Tasks vs. Analytics Follow Up Tasks: What's the Difference?](https://educate.dentalintel.com/en/articles/16596697-team-tasks-vs-analytics-follow-up-tasks-what-s-the-difference.md): A side-by-side comparison of Dental Intelligence Team Tasks and Analytics Follow Up Tasks — covering where each tool lives, key features, and which is right for your practice
- [Team Tasks Results Report](https://educate.dentalintel.com/en/articles/16651312-team-tasks-results-report.md)
- [Track Sent and Scheduled Messages in Communication Logs](https://educate.dentalintel.com/en/articles/6512307-track-sent-and-scheduled-messages-in-communication-logs.md): Learn how to review sent texts, emails, completed documents, payments, and more
- [Where does patient communication write back in my practice management software?](https://educate.dentalintel.com/en/articles/14094492-where-does-patient-communication-write-back-in-my-practice-management-software.md): Learn about the writeback process for texts and emails sent to patients and their saved location in your practice management software
- [How to Enable Commlogs from Dental Intelligence in Open Dental](https://educate.dentalintel.com/en/articles/6093361-how-to-enable-commlogs-from-dental-intelligence-in-open-dental.md): Learn how to enable automated commlog notes from Dental Intelligence in Open Dental
- [How to Adjust Where Communication Appears in Eaglesoft](https://educate.dentalintel.com/en/articles/6401833-how-to-adjust-where-communication-appears-in-eaglesoft.md): Learn how to adjust where Dental Intelligence commlog notes appear within Eaglesoft

## Dashboards, Scorecards & Reports

- [Dashboards, Scorecards & Reports: How-To Video Channel](https://educate.dentalintel.com/en/articles/14236171-dashboards-scorecards-reports-how-to-video-channel.md)
- [How to Reconnect the Analytics Module to your Practice Management Software](https://educate.dentalintel.com/en/articles/2411180-how-to-reconnect-the-analytics-module-to-your-practice-management-software.md): Learn how to reconnect Analytics with your practice management software
- [What is the difference between Nightly Syncs and Incremental Syncs?](https://educate.dentalintel.com/en/articles/6173762-what-is-the-difference-between-nightly-syncs-and-incremental-syncs.md): Learn the differences between Nightly Syncing and Incremental Syncing
- [Morning Huddle](https://educate.dentalintel.com/en/articles/12002688-morning-huddle.md): Keep your team focused on what matters most with the Morning Huddle
- [Morning Huddle Metrics](https://educate.dentalintel.com/en/articles/14434058-morning-huddle-metrics.md): Read more about Morning Huddle metrics and their definitions
- [Morning Huddle FAQs](https://educate.dentalintel.com/en/articles/12037563-morning-huddle-faqs.md)
- [Performance Board](https://educate.dentalintel.com/en/articles/12002675-performance-board.md)
- [Collections Board](https://educate.dentalintel.com/en/articles/12002668-collections-board.md): Review key financial metrics with easy-to-read charts, definitions, and drill-down data in one clear dashboard
- [Provider Pulse](https://educate.dentalintel.com/en/articles/12002677-provider-pulse.md): Get a snapshot of how each provider is performing across production, collections, hygiene, and case metrics
- [Why are inactive providers still showing on the Provider Pulse?](https://educate.dentalintel.com/en/articles/13344213-why-are-inactive-providers-still-showing-on-the-provider-pulse.md): Learn why unexpected providers are still showing up on the Provider Pulse after they've been inactive or left the practice
- [Accounts Receivable](https://educate.dentalintel.com/en/articles/12002698-accounts-receivable.md)
- [What is the Profitability Formula?](https://educate.dentalintel.com/en/articles/5530488-what-is-the-profitability-formula.md): Learn how to better analyze your practice's performance and increase profits
- [Data-Driven Benchmarks to Guide Your Practice Growth](https://educate.dentalintel.com/en/articles/12579825-data-driven-benchmarks-to-guide-your-practice-growth.md): Use national benchmarks to understand your performance, set smarter goals, and drive lasting growth
- [Setting Goals in Dental Intelligence: From Clinical Hours to Practice Success](https://educate.dentalintel.com/en/articles/12773715-setting-goals-in-dental-intelligence-from-clinical-hours-to-practice-success.md): Learn how to set up clinical hours and start tracking practice and provider performance with meaningful and motivating goals
- [Scorecards](https://educate.dentalintel.com/en/articles/12002695-scorecards.md): Choose from hundreds of powerful metrics, compare clinics, identify trends over time, and stay updated on how your organization is performing — all in one centralized space and custom-tailored to y...
- [Compare Your Practice Performance with the 2026 State of Dentistry Report](https://educate.dentalintel.com/en/articles/13414417-compare-your-practice-performance-with-the-2026-state-of-dentistry-report.md)
- [Scorecards Metrics Glossary](https://educate.dentalintel.com/en/articles/15773167-scorecards-metrics-glossary.md): A reference of all active Scorecards metrics, their definitions, and which Scorecard types each metric is available on.
- [Schedule Analysis](https://educate.dentalintel.com/en/articles/12002859-schedule-analysis.md): Evaluate your schedule against practice goals, find gaps in your schedule, and prepare for upcoming appointments.
- [Why aren't patients showing for a provider on the Suggested Patients List?](https://educate.dentalintel.com/en/articles/14301313-why-aren-t-patients-showing-for-a-provider-on-the-suggested-patients-list.md): Learn why expected patients may not be showing up on the Suggested Patients List in the Schedule Analysis and Morning Huddle
- [General Reports](https://educate.dentalintel.com/en/articles/12003267-general-reports.md)
- [How do I export source data from Dashboards?](https://educate.dentalintel.com/en/articles/5530587-how-do-i-export-source-data-from-dashboards.md): Learn how to access & export metric details and why it is important when reviewing statistics
- [How does Dental Intelligence calculate Production?](https://educate.dentalintel.com/en/articles/1135625-how-does-dental-intelligence-calculate-production.md): Learn how Production is calculated in Dental Intelligence Analytics
- [What is the difference between Gross Production and Net Production?](https://educate.dentalintel.com/en/articles/2117556-what-is-the-difference-between-gross-production-and-net-production.md): Understand the difference between Gross and Net Production and discover which one gives you the clearest view of your practice’s performance
- [How are Hygiene Visits calculated in Dental Intelligence?](https://educate.dentalintel.com/en/articles/6330176-how-are-hygiene-visits-calculated-in-dental-intelligence.md): Understand how Hygiene Visits are calculated in each Analytics module Dashboard
- [How should "Misc" codes be categorized?](https://educate.dentalintel.com/en/articles/8673405-how-should-misc-codes-be-categorized.md): Make sure your Analytics data is accurate by correctly categorizing any procedure codes marked as “Misc.”
- [How is Hygiene interval calculated?](https://educate.dentalintel.com/en/articles/4353362-how-is-hygiene-interval-calculated.md): Where does the "Hygiene Due Date" I see across Dental Intelligence come from?
- [Backing Up Data In Your Practice Management Software](https://educate.dentalintel.com/en/articles/6925372-backing-up-data-in-your-practice-management-software.md): This article will act a reference for the best practices in backing up your practice data.
- [Net Production Reporting by PMS](https://educate.dentalintel.com/en/articles/12844210-net-production-reporting-by-pms.md): Learn how to generate a Net Production Report in your practice management software that reflects the data shown in Analytics
- [Fix Mismatched Operatory Names Between Dentrix and Dental Intelligence](https://educate.dentalintel.com/en/articles/3648381-fix-mismatched-operatory-names-between-dentrix-and-dental-intelligence.md): If your operatory names in Dental Intelligence don't match Dentrix, a quick setting change in Dentrix will fix it
- [How to Break Appointments in Dentrix to Count as Cancelled or Missed](https://educate.dentalintel.com/en/articles/1081526-how-to-break-appointments-in-dentrix-to-count-as-cancelled-or-missed.md): Learn how to break appointments in Dentrix so that they are correctly marked as a cancellation or a no-show/missed appointment
- [Dentrix: Reports](https://educate.dentalintel.com/en/articles/635747-dentrix-reports.md): Learn how to run reports in Dentrix that match Dental Intelligence metrics
- [Why Some Appointments Confirmed in Dentrix Don't Show as “Confirmed” in Dental Intelligence](https://educate.dentalintel.com/en/articles/5528558-why-some-appointments-confirmed-in-dentrix-don-t-show-as-confirmed-in-dental-intelligence.md): How Dentrix confirmation statuses sync with Dental Intelligence — and how to fix custom or third-party statuses that aren’t being recognized
- [Why the Claims Aging Metric Doesn't Match Dentrix's Insurance Aging Report](https://educate.dentalintel.com/en/articles/15481262-why-the-claims-aging-metric-doesn-t-match-dentrix-s-insurance-aging-report.md): Dental Intelligence and Dentrix’s Insurance Aging Report pull data from different sources and calculate estimates differently. This article explains exactly what each system is doing so you can fee...
- [Eaglesoft: Understanding How Adjustments Impact Dental Intelligence Data](https://educate.dentalintel.com/en/articles/6307025-eaglesoft-understanding-how-adjustments-impact-dental-intelligence-data.md): Learn how to reconcile the data in Eaglesoft with data in Analytics
- [Eaglesoft: Reports](https://educate.dentalintel.com/en/articles/909502-eaglesoft-reports.md): Learn how to achieve precise alignment between Eaglesoft and Dental Intelligence Analytics reporting
- [How to Break Appointments in Eaglesoft to Count as Cancelled or Missed](https://educate.dentalintel.com/en/articles/1081564-how-to-break-appointments-in-eaglesoft-to-count-as-cancelled-or-missed.md): Learn how to break appointments in Eaglesoft so that they are correctly marked as a cancellation or a no-show/missed appointment
- [Eaglesoft: Treatment Acceptance and Diagnosis](https://educate.dentalintel.com/en/articles/635744-eaglesoft-treatment-acceptance-and-diagnosis.md): Learn how Dental Intelligence recognizes treatment acceptance and diagnosis in Eaglesoft
- [Eaglesoft: Delete Services](https://educate.dentalintel.com/en/articles/1081785-eaglesoft-delete-services.md): Learn how to avoid negative production numbers
- [Eaglesoft: How Changing Items on the Ledger Affects Accuracy of Data](https://educate.dentalintel.com/en/articles/909509-eaglesoft-how-changing-items-on-the-ledger-affects-accuracy-of-data.md): If you are having trouble reconciling the Day Sheet with your Dental Intelligence metrics, this may be why.
- [How are Hygiene Appointments categorized in Eaglesoft?](https://educate.dentalintel.com/en/articles/4486446-how-are-hygiene-appointments-categorized-in-eaglesoft.md): I'm seeing appointments that I do not consider to be Hygiene appointments listed under that category. Why is this happening?
- [How to Break Appointments in Open Dental to Count as Cancelled or Missed](https://educate.dentalintel.com/en/articles/1072515-how-to-break-appointments-in-open-dental-to-count-as-cancelled-or-missed.md): Learn how to break appointments in Open Dental so that they are correctly marked as a cancellation or a no-show/missed appointment
- [Open Dental: Reports](https://educate.dentalintel.com/en/articles/635748-open-dental-reports.md): Learn how to run a report in Open Dental that reflects the same data shown in Analytics
- [Open Dental: Collections Not Matching \(Unearned Splits\)](https://educate.dentalintel.com/en/articles/2105414-open-dental-collections-not-matching-unearned-splits.md): This article will discuss why Open Dental's collections might not match Dental Intelligence & how to fix this
- [Open Dental: Treatment Diagnosis and Acceptance](https://educate.dentalintel.com/en/articles/635735-open-dental-treatment-diagnosis-and-acceptance.md): Learn how Dental Intelligence recognizes treatment diagnosis and acceptance in Open Dental
- [Open Dental: Confirming Appointments in Dental Intelligence](https://educate.dentalintel.com/en/articles/5528561-open-dental-confirming-appointments-in-dental-intelligence.md): This article will discuss how Dental Intelligence defines a confirmed appointment according to the settings in OpenDental

## Payments

- [Payments: How-To Video Channel](https://educate.dentalintel.com/en/articles/14236646-payments-how-to-video-channel.md)
- [Dental Intelligence Payments](https://educate.dentalintel.com/en/articles/6093397-dental-intelligence-payments.md): Get to know more about our Payments solution in Dental Intelligence
- [Dental Intelligence Payments How To Video Channel](https://educate.dentalintel.com/en/articles/9236439-dental-intelligence-payments-how-to-video-channel.md): This video series will cover the set up and how-to's of Dental Intelligence Payments
- [Dental Intelligence Payments Webinar Library](https://educate.dentalintel.com/en/articles/9179600-dental-intelligence-payments-webinar-library.md)
- [Dental Intelligence Payments FAQs](https://educate.dentalintel.com/en/articles/6709538-dental-intelligence-payments-faqs.md): Get answers to all of your questions about Dental Intelligence Payments with Xplor Pay
- [Payment Request FAQs](https://educate.dentalintel.com/en/articles/9440404-payment-request-faqs.md): Get answers to questions about sending and collecting payments in Dental Intelligence
- [Payment Plans FAQs](https://educate.dentalintel.com/en/articles/9431805-payment-plans-faqs.md)
- [Getting Set Up with Payments](https://educate.dentalintel.com/en/articles/6864107-getting-set-up-with-payments.md): Learn how to enroll in Payments through Xplor Pay and activate payments settings in Dental Intelligence
- [Information We Need to Activate Your Dental Intelligence Payments Account](https://educate.dentalintel.com/en/articles/15505246-information-we-need-to-activate-your-dental-intelligence-payments-account.md): A quick overview of the information required to get your Dental Intelligence Payments account approved.
- [Ordering a Payment Terminal for Your Office](https://educate.dentalintel.com/en/articles/16225437-ordering-a-payment-terminal-for-your-office.md): How to order a ViVOpay 8300 physical payment terminal — pricing, eligibility, additional terminals, multi-location orders, and hardware replacement requests.
- [Payments PCI Compliance](https://educate.dentalintel.com/en/articles/6884714-payments-pci-compliance.md): Learn how to contact Xplor Pay and complete the required questionnaire needed to become PCI compliant
- [Xplor Pay Portal Overview](https://educate.dentalintel.com/en/articles/10658830-xplor-pay-portal-overview.md): Learn how to navigate your Xplor Pay portal when using Dental Intelligence Payments
- [Dental Intelligence Payments Dashboard Overview](https://educate.dentalintel.com/en/articles/6641447-dental-intelligence-payments-dashboard-overview.md): Learn how to track transactions, deposits, and payment requests within Dental Intelligence Payments for offices with Xplor Pay
- [Set Up Payments Settings](https://educate.dentalintel.com/en/articles/7914710-set-up-payments-settings.md): Learn how to enable or disable automatic ledger writebacks, archive notifications, and automatic receipts in Dental Intelligence
- [Update Your Practice Banking Information in the Clearent Portal](https://educate.dentalintel.com/en/articles/8583746-update-your-practice-banking-information-in-the-clearent-portal.md): Learn how to update Dental Intelligence Payments banking information in the Xplor Pay portal
- [Send Payment Requests](https://educate.dentalintel.com/en/articles/6027402-send-payment-requests.md): Learn how to send and cancel payment requests in Dental Intelligence
- [Automatic Payment Plans](https://educate.dentalintel.com/en/articles/8341566-automatic-payment-plans.md): Learn how to set up convenient recurring payments for patients who prefer to pay over time in Dental Intelligence
- [Add Automatic Follow Up Reminders to Payment Requests](https://educate.dentalintel.com/en/articles/9204537-add-automatic-follow-up-reminders-to-payment-requests.md): Collect more with automatic reminders sent to patients who still need to make a payment after receiving your initial request
- [Add a Statement to a Payment Request](https://educate.dentalintel.com/en/articles/9750456-add-a-statement-to-a-payment-request.md): Learn how to attach a statement to any single or bulk payment request in Dental Intelligence
- [Dental Intelligence Payments Printed Paper Statements](https://educate.dentalintel.com/en/articles/13144038-dental-intelligence-payments-printed-paper-statements.md): Learn how to send a mailed copy of a patient statement directly from within Dental Intelligence in just a few clicks
- [Set Up Your Physical Terminal for Payments](https://educate.dentalintel.com/en/articles/6866486-set-up-your-physical-terminal-for-payments.md): Learn how to connect your physical payment terminal with your Dental Intelligence software
- [Accepting Payments at Your Physical Terminal](https://educate.dentalintel.com/en/articles/6739264-accepting-payments-at-your-physical-terminal.md): Learn how to collect physical payments using a terminal available for our Dental Intelligence Payments with Xplor Pay
- [Dental Intelligence Payments Terminal Troubleshooting](https://educate.dentalintel.com/en/articles/10203327-dental-intelligence-payments-terminal-troubleshooting.md): Troubleshoot common issues with your physical terminal\(s\) and get back to collecting patient payments
- [How to Collect Payments Using the Virtual Terminal](https://educate.dentalintel.com/en/articles/6653545-how-to-collect-payments-using-the-virtual-terminal.md): Learn how to use the Virtual Terminal within the Dental Intelligence dashboard
- [Collecting Payments Online via the Patient Portal](https://educate.dentalintel.com/en/articles/8982981-collecting-payments-online-via-the-patient-portal.md): Share your Patient Portal link with patients so that they can make payments online at any time
- [Saving a Patient Card on File](https://educate.dentalintel.com/en/articles/6878848-saving-a-patient-card-on-file.md): Streamline the payment process by adding a saved payment method to a patient file
- [Process Payment Using an EOB Virtual Card](https://educate.dentalintel.com/en/articles/6987005-process-payment-using-an-eob-virtual-card.md): Learn how to process an insurance payment \(EOB\) with the Dental Intelligence Payments Virtual Terminal
- [Wisetack](https://educate.dentalintel.com/en/articles/6106494-wisetack.md): Learn how to register and enable Wisetack as a patient financing integration
- [CareCredit Integration](https://educate.dentalintel.com/en/articles/10729403-carecredit-integration.md): Easily see patient CareCredit credit card status, take CareCredit credit card payments, include CareCredit as a payment option in treatment plans, & send financing offers
- [Posting Payments to the Ledger](https://educate.dentalintel.com/en/articles/6953858-posting-payments-to-the-ledger.md): Learn how to post collected payments in Dental Intelligence to the ledger in your practice management software
- [Payment Refunds](https://educate.dentalintel.com/en/articles/6868243-payment-refunds.md): Learn how to process refunds for transactions processed in Dental Intelligence Payments
- [Issuing Payment Receipts](https://educate.dentalintel.com/en/articles/7437786-issuing-payment-receipts.md): Learn how to issue electronic receipts automatically and manually in Dental Intelligence, or print them directly from the Clearent portal
- [Payments Reconciliation and Reporting](https://educate.dentalintel.com/en/articles/9853440-payments-reconciliation-and-reporting.md): Learn how to stay up to date with financial records and access helpful reporting tools
- [Payments Credit Card Surcharging](https://educate.dentalintel.com/en/articles/11125392-payments-credit-card-surcharging.md): Learn how to enable surcharging on credit card transactions in Dental Intelligence Payments
- [Payments Surcharging Empower Program Attestation Certification](https://educate.dentalintel.com/en/articles/11656100-payments-surcharging-empower-program-attestation-certification.md): Learn how to complete your Empower Attestation Certification to stay compliant with Dental Intelligence Payments surcharging

## AI Tools

- [AI Receptionist](https://educate.dentalintel.com/en/articles/14809457-ai-receptionist.md): Your practice, always available — even when your team isn't
- [Configure AI Receptionist's Emergency Detection Settings](https://educate.dentalintel.com/en/articles/16651983-configure-ai-receptionist-s-emergency-detection-settings.md): Give AI Receptionist the power to detect when patients are calling about a dental emergency so your team can be notified right away
- [Set Up AI Receptionist to Handle Scheduling and/or Requesting Appointments](https://educate.dentalintel.com/en/articles/15623639-set-up-ai-receptionist-to-handle-scheduling-and-or-requesting-appointments.md): Let AI Receptionist handle patient scheduling to fill available time slots
- [Review Call Stats in the AI Receptionist Dashboard](https://educate.dentalintel.com/en/articles/15623750-review-call-stats-in-the-ai-receptionist-dashboard.md): Learn how to use the AI Receptionist Dashboard to track weekly call volume, duration, and performance trends
- [Explorer](https://educate.dentalintel.com/en/articles/15192785-explorer.md): Your intelligent data research assistant inside Dental Intelligence
- [How to Use Patient Scoring in Dental Intelligence to Fill Appointments](https://educate.dentalintel.com/en/articles/14434008-how-to-use-patient-scoring-in-dental-intelligence-to-fill-appointments.md): Understand how AI-driven Patient Scoring is utilized in Dental Intelligence to help your team schedule patients efficiently

## Insurance & Eligibility

- [DI Insurance Overview](https://educate.dentalintel.com/en/articles/7127200-di-insurance-overview.md): Learn more about DI Insurance and implement convenient eligibility verification and claims processing features powered by Vyne
- [DI Insurance Resources and Support](https://educate.dentalintel.com/en/articles/7128590-di-insurance-resources-and-support.md): Learn how to access DI Insurance Resources and Support
- [Understanding EOBs and ERAs](https://educate.dentalintel.com/en/articles/8136655-understanding-eobs-and-eras.md): Learn the key differences between EOB and ERA insurance documentation
- [DI Insurance: Live & On Demand Webinar](https://educate.dentalintel.com/en/articles/8113675-di-insurance-live-on-demand-webinar.md): Check out our DI Insurance Webinar and get more in-depth answers to your burning questions
- [DI Insurance: How To Video Channel](https://educate.dentalintel.com/en/articles/8113684-di-insurance-how-to-video-channel.md)
- [Automated Insurance Eligibility Verification](https://educate.dentalintel.com/en/articles/7967461-automated-insurance-eligibility-verification.md): Learn how to verify patient insurance information for patients who are scheduled within the next 1-30 days
- [Where does Eligibility pull patient insurance information from within my practice management software?](https://educate.dentalintel.com/en/articles/8867782-where-does-eligibility-pull-patient-insurance-information-from-within-my-practice-management-software.md): Learn where Eligibility is pulling member and payer ID details from within your practice management software fields
- [Supported Payers for Eligibility](https://educate.dentalintel.com/en/articles/9112969-supported-payers-for-eligibility.md)
- [A patient entered their insurance info when booking online. Where do I find those details and does it write back to my PMS?](https://educate.dentalintel.com/en/articles/13909313-a-patient-entered-their-insurance-info-when-booking-online-where-do-i-find-those-details-and-does-it-write-back-to-my-pms.md)
- [Troubleshooting Failed Insurance Eligibility Checks](https://educate.dentalintel.com/en/articles/16989673-troubleshooting-failed-insurance-eligibility-checks.md): Work through patient eligibility failure issues and resolve errors with common troubleshooting steps
- [Understanding Your Automated Insurance Verification Report](https://educate.dentalintel.com/en/articles/17034478-understanding-your-automated-insurance-verification-report.md): Learn what the eligibility verification report is, how it's created, and where to find it once generated
- [Install the JETT Plugin](https://educate.dentalintel.com/en/articles/9123736-install-the-jett-plugin.md): Start submitting claims from your practice management software with the JETT Plugin \(formerly known as the PMS Dental Plugin\)
- [Claim Enrollment Forms](https://educate.dentalintel.com/en/articles/9319187-claim-enrollment-forms.md): Learn how to complete enrollment forms to begin submitting claims to carriers
- [Submit an Approved Payer Request](https://educate.dentalintel.com/en/articles/9306448-submit-an-approved-payer-request.md): Learn how to request a new approved payer to be added to the Vyne Approved Payers List
- [Sending Claims from Your PMS to DI Insurance](https://educate.dentalintel.com/en/articles/7198821-sending-claims-from-your-pms-to-di-insurance.md): Learn how to get insurance claims from your practice management software submitted to the DI Insurance module
- [Submitting Insurance Claims](https://educate.dentalintel.com/en/articles/7142866-submitting-insurance-claims.md): Learn how to batch, add attachments, and submit claims using the DI Insurance module
- [Add Attachments to Insurance Claims](https://educate.dentalintel.com/en/articles/9622220-add-attachments-to-insurance-claims.md): Learn how to add attachments to claims prior to submission or during an amendment
- [Common Claim Rejection Reasons](https://educate.dentalintel.com/en/articles/7130318-common-claim-rejection-reasons.md): Discover the common reasons for an insurance claim rejection and how to fix them
- [DI Insurance Pre-Submission Claim Validation](https://educate.dentalintel.com/en/articles/14135985-di-insurance-pre-submission-claim-validation.md): Claims are validated against payer requirements before submission, reducing preventable denials
- [How to Send Insurance Claims from Dentrix](https://educate.dentalintel.com/en/articles/9627789-how-to-send-insurance-claims-from-dentrix.md): Learn how to submit claims from Dentrix to your DI Insurance module using the JETT Plugin
- [How to Send Insurance Claims from Eaglesoft](https://educate.dentalintel.com/en/articles/9504359-how-to-send-insurance-claims-from-eaglesoft.md): Learn how to submit claims from Eaglesoft to your DI Insurance portal and send them for acceptance
- [How to Send Insurance Claims from Open Dental](https://educate.dentalintel.com/en/articles/9627672-how-to-send-insurance-claims-from-open-dental.md): Learn how to submit claims from Open Dental to your DI Insurance module using the JETT Plugin
- [Individual Patient Eligibility Verification](https://educate.dentalintel.com/en/articles/7128499-individual-patient-eligibility-verification.md): Learn how to verify a patient's insurance from within the DI Insurance portal
- [DI Insurance Carrier List](https://educate.dentalintel.com/en/articles/8867425-di-insurance-carrier-list.md): Keep insurance carrier information at your fingertips with the all-in-one Carrier List available in the DI Insurance platform

## Team Chat & Mobile App

- [Team Chat](https://educate.dentalintel.com/en/articles/5982489-team-chat.md): Learn how to use Team Chat to send individual and group messages and manage notifications and chat settings
- [The Dental Intelligence Mobile App for Staff](https://educate.dentalintel.com/en/articles/5971422-the-dental-intelligence-mobile-app-for-staff.md): Learn how to use the Dental Intelligence mobile app in your practice and with team members
- [Why can't I access the Dental Intelligence mobile app?](https://educate.dentalintel.com/en/articles/11326365-why-can-t-i-access-the-dental-intelligence-mobile-app.md): Get help with setting proper app permissions and logging into the DI mobile app
- [What are the differences between each Dental Intelligence mobile app?](https://educate.dentalintel.com/en/articles/9146398-what-are-the-differences-between-each-dental-intelligence-mobile-app.md): Discover helpful features and differences between Dental Intelligence mobile applications and how you use them in your practice

## DSOs

- [DSO Onboarding Journey](https://educate.dentalintel.com/en/articles/8927075-dso-onboarding-journey.md)
- [Dental Intelligence DSO Training Channel](https://educate.dentalintel.com/en/articles/15232855-dental-intelligence-dso-training-channel.md)
- [Dental Intelligence for DSOs: Get Started with the Right Tools](https://educate.dentalintel.com/en/articles/7980772-dental-intelligence-for-dsos-get-started-with-the-right-tools.md): Rapidly grow and scale your organization, find hidden revenue, and improve your patient experience with Dental Intelligence for DSOs
- [Enabling the Liine Integration in Dental Intelligence](https://educate.dentalintel.com/en/articles/13130992-enabling-the-liine-integration-in-dental-intelligence.md)
- [Dental Intelligence Change of Account Ownership](https://educate.dentalintel.com/en/articles/9702542-dental-intelligence-change-of-account-ownership.md): Learn how to transfer your existing Dental Intelligence services to a new owner
- [Dentrix Enterprise: Dental Intelligence FAQs](https://educate.dentalintel.com/en/articles/8770160-dentrix-enterprise-dental-intelligence-faqs.md)
- [DSO Reports: Enterprise Reporting](https://educate.dentalintel.com/en/articles/6637485-dso-reports-enterprise-reporting.md): Learn how to access and use Analytics DSO Reports in the Analytics-Only portal
- [DSO: Analyze Performance Across All Your Locations](https://educate.dentalintel.com/en/articles/13117386-dso-analyze-performance-across-all-your-locations.md): Learn how to use the Performance Board to view data for multiple locations at once
- [DSO: Track Collections Across All Your Locations](https://educate.dentalintel.com/en/articles/13117644-dso-track-collections-across-all-your-locations.md): Learn how to use the Collections Board to view data for multiple locations at once
- [DSO: Use Scorecards to Turn Data into Actionable Insights Across Multiple Locations](https://educate.dentalintel.com/en/articles/13117875-dso-use-scorecards-to-turn-data-into-actionable-insights-across-multiple-locations.md): Learn how to create customized reports that focus on the locations and data that you care about most
- [Track Trends and Multi-Location Team Task Performance with Team Members Scorecards](https://educate.dentalintel.com/en/articles/11534823-track-trends-and-multi-location-team-task-performance-with-team-members-scorecards.md): Learn how to use Team Members Scorecards to track the success rates of Team Tasks in Engagement
- [DSO: Troubleshoot Sync Issues by Checking Bridge Status for Multiple Locations](https://educate.dentalintel.com/en/articles/8267544-dso-troubleshoot-sync-issues-by-checking-bridge-status-for-multiple-locations.md): Learn how to check the status of the Engagement Bridge for multiple locations in your DSO
- [DSO: Multi-Location Scheduling with Dental Intelligence Online Scheduling](https://educate.dentalintel.com/en/articles/6313413-dso-multi-location-scheduling-with-dental-intelligence-online-scheduling.md): Learn how to match group-level services and configure the patient online scheduling experience for your group
- [DSO: Create Regions, Apply Settings, and Manage Users Across Multiple Locations](https://educate.dentalintel.com/en/articles/9449742-dso-create-regions-apply-settings-and-manage-users-across-multiple-locations.md): Learn how to create regions and quickly copy settings from one practice or region to another in just a few clicks

## Additional Resources

- [2025 Dental Practice Celebration Kit](https://educate.dentalintel.com/en/articles/10244697-2025-dental-practice-celebration-kit.md): Your practice crushed it this year — now it's time to celebrate your wins in style!
- [How to Update the Engagement Module Bridge](https://educate.dentalintel.com/en/articles/8011331-how-to-update-the-engagement-module-bridge.md): Follow the steps to install the Engagement Bridge auto-update tool
- [How can I troubleshoot and reconnect the Engagement Bridge in Dental Intelligence?](https://educate.dentalintel.com/en/articles/6059896-how-can-i-troubleshoot-and-reconnect-the-engagement-bridge-in-dental-intelligence.md): Learn how to reconnect your Engagement Module Bridge
- [What's still available when my Engagement Module Bridge is offline?](https://educate.dentalintel.com/en/articles/10136349-what-s-still-available-when-my-engagement-module-bridge-is-offline.md): While your Engagement Bridge is temporarily offline, be assured that Dental Intelligence is still fully operational
- [How to Re-authenticate the Engagement Bridge After an Eaglesoft Password Reset](https://educate.dentalintel.com/en/articles/13404335-how-to-re-authenticate-the-engagement-bridge-after-an-eaglesoft-password-reset.md): Learn how to re-authenticate your Engagement Bridge and extend your Eaglesoft password expiration to prevent sync interruptions after password resets
- [How do I get additional training?](https://educate.dentalintel.com/en/articles/5807834-how-do-i-get-additional-training.md): Learn more about all of our available in-app walkthroughs, product guides, videos, webinars, and more
- [How do I switch between my Dental Intelligence software products?](https://educate.dentalintel.com/en/articles/5872824-how-do-i-switch-between-my-dental-intelligence-software-products.md): Conveniently navigate between your Dental Intelligence Analytics, Engagement, and DI Insurance accounts
- [How do I change the language of my Dental Intelligence dashboard?](https://educate.dentalintel.com/en/articles/9131635-how-do-i-change-the-language-of-my-dental-intelligence-dashboard.md): Learn how to translate the language of your Google Chrome or web browser
- [Why can't I access certain dashboards or actions in Dental Intelligence?](https://educate.dentalintel.com/en/articles/9415635-why-can-t-i-access-certain-dashboards-or-actions-in-dental-intelligence.md): Unable to access features or click on certain actions? Learn more about user permissions and updating your user access levels
- [Accessing Dental Intelligence Products from Outside of the United States](https://educate.dentalintel.com/en/articles/11179696-accessing-dental-intelligence-products-from-outside-of-the-united-states.md)
- [Monthly Drill Down Report FAQs](https://educate.dentalintel.com/en/articles/11199333-monthly-drill-down-report-faqs.md): Learn more about the Monthly Drill Down Report and how you can use it to motivate your team
- [Dental Intelligence Business Associate Agreement](https://educate.dentalintel.com/en/articles/6093379-dental-intelligence-business-associate-agreement.md)
- [Dental Intelligence Compliance Information](https://educate.dentalintel.com/en/articles/8673490-dental-intelligence-compliance-information.md): Learn more about Dental Intelligence compliance details and review frequently asked questions
- [Dental Intelligence HIPAA Compliance](https://educate.dentalintel.com/en/articles/4356343-dental-intelligence-hipaa-compliance.md): Learn about the security of your patients' data when using Dental Intelligence
- [Contract Terms & Cancellation Policy](https://educate.dentalintel.com/en/articles/6081892-contract-terms-cancellation-policy.md): Learn more about your Dental Intelligence contract terms, renewals, and cancellation policy
- [Subscribe to Monthly Product Updates](https://educate.dentalintel.com/en/articles/10362428-subscribe-to-monthly-product-updates.md): Learn how to receive an emailed summary of Dental Intelligence updates
- [August 2026 Product Updates](https://educate.dentalintel.com/en/articles/16109229-august-2026-product-updates.md)
- [July 2026 Product Updates](https://educate.dentalintel.com/en/articles/15619803-july-2026-product-updates.md)
- [June 2026 Product Updates](https://educate.dentalintel.com/en/articles/15326927-june-2026-product-updates.md)
- [May 2026 Product Updates](https://educate.dentalintel.com/en/articles/14784801-may-2026-product-updates.md)
- [April 2026 Product Updates](https://educate.dentalintel.com/en/articles/14434075-april-2026-product-updates.md)
- [March 2026 Product Updates](https://educate.dentalintel.com/en/articles/13975560-march-2026-product-updates.md)
- [February 2026 Product Updates](https://educate.dentalintel.com/en/articles/13611369-february-2026-product-updates.md)
- [January 2026 Product Updates](https://educate.dentalintel.com/en/articles/13352219-january-2026-product-updates.md)
- [September 1, 2026 Product Updates](https://educate.dentalintel.com/en/articles/16149827-september-1-2026-product-updates.md)
- [December 2025 Product Updates](https://educate.dentalintel.com/en/articles/12901251-december-2025-product-updates.md)
- [November 2025 Product Update](https://educate.dentalintel.com/en/articles/12685208-november-2025-product-update.md): Check out all of the exciting updates we've made to our products as part of our November 2025 release
- [October 2025 Product Updates](https://educate.dentalintel.com/en/articles/12427697-october-2025-product-updates.md): Check out all of the exciting updates we've made to our products as part of our October 2025 release
- [September 2025 Product Updates](https://educate.dentalintel.com/en/articles/12142920-september-2025-product-updates.md): Check out all of the exciting updates we've made to our products as part of our September 2025 release
- [August 2025 Product Updates](https://educate.dentalintel.com/en/articles/11939636-august-2025-product-updates.md): Check out all of the exciting updates we've made to our products as part of our August 2025 release
- [July 2025 Product Updates](https://educate.dentalintel.com/en/articles/11729522-july-2025-product-updates.md): Check out all of the exciting updates we've made to our products as part of our July 2025 release
- [June 2025 Product Updates](https://educate.dentalintel.com/en/articles/11503508-june-2025-product-updates.md): Check out all of the exciting updates we've made to our products as part of our June 2025 release
- [May 2025 Product Updates](https://educate.dentalintel.com/en/articles/11187442-may-2025-product-updates.md): Check out all of the exciting updates we've made to our products as part of our May 2025 release
- [April 2025 Product Updates](https://educate.dentalintel.com/en/articles/11081904-april-2025-product-updates.md): Check out all of the exciting updates we've made to our products as part of our April 2025 release
- [March 2025 Product Updates](https://educate.dentalintel.com/en/articles/10808182-march-2025-product-updates.md): Check out all of the exciting updates we've made to our products as part of our March 2025 release
- [February 2025 Product Updates](https://educate.dentalintel.com/en/articles/10581680-february-2025-product-updates.md): Check out all of the exciting updates we've made to our products as part of our February 2025 release
- [January 2025 Product Updates](https://educate.dentalintel.com/en/articles/10405166-january-2025-product-updates.md): Check out all of the exciting updates we've made to our products as part of our January 2025 release
- [Dental Intelligence Glossary](https://educate.dentalintel.com/en/articles/8751344-dental-intelligence-glossary.md): Learn what frequently-used terms and phrases mean
- [Live & On-Demand Product Webinars](https://educate.dentalintel.com/en/articles/3418811-live-on-demand-product-webinars.md): Access our most up to date training workshops and learn more about Dental Intelligence modules and functionality
- [Contact our Technical Support Team](https://educate.dentalintel.com/en/articles/909498-contact-our-technical-support-team.md): Learn how to connect with our support team and get answers to all of your questions or report issues
- [Dental Intelligence Third-Party Partnerships & Integrations](https://educate.dentalintel.com/en/articles/9134448-dental-intelligence-third-party-partnerships-integrations.md): Learn how to get in touch with the third-party partners that may be integrated with your Dental Intelligence service
- [Dental Intelligence Newsletters](https://educate.dentalintel.com/en/articles/6355336-dental-intelligence-newsletters.md): Stay up to date with the latest on product updates, events, and announcements from Dental Intelligence!
- [Dental Intelligence Product Roadmap](https://educate.dentalintel.com/en/articles/6560946-dental-intelligence-product-roadmap.md): Review our roadmap strategy and learn how to submit feature requests
- [Dental Intelligence: Daily, Weekly, and Monthly Workflows](https://educate.dentalintel.com/en/articles/9340195-dental-intelligence-daily-weekly-and-monthly-workflows.md): Stay on top of the tasks that will help your practice reach goals, fill schedules, communicate with your patient base, and more!