# Dental Intelligence Knowledge Base

> Search below to find answers to your questions

## Getting Started

- [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

## 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
- [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
- [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
- [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

## 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
- [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)
- [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

## Payments

- [Payments: How-To Video Channel](https://educate.dentalintel.com/en/articles/14236646-payments-how-to-video-channel.md)

## 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

## 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

## DSOs

- [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
- [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!
- [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
- [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!