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Making Everyday Workflows Easier

Summary

Watch the replay of our March 2026 product webinar: Making Everyday Workflows Easier. We walk through practical ways Dental Intelligence supports the workflows your team already uses, from hygiene recall to reacting to cancelations. You’ll see how small adjustments in what you're already doing can help your team stay focused, respond faster, and spend less time chasing down patients.

What you'll learn

  • How to refine your TouchPoints™ with the right message at the right time so your patients respond without your team chasing them down
  • How to keep work organized and visible with Team Tasks, so ownership is clear and progress stays on track — day after day
  • How to start your day strong using specific features in Morning Huddle and reloading your schedule with Quick Fill Scheduling
  • How to reconnect with canceled patients quickly and easily for both your staff and your patients

Our monthly product webinars take place live on the last Friday of each month at 12pm MT. Join us for the live sessions to engage with our team of experts, ask questions, and meet other Dental Intelligence users while diving into best practices for getting more out of your DI software!

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Don't forget your CE credit!

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Take the Test

Features Included

Morning Huddle

Before the morning starts, Dental Intelligence has already built a complete Morning Huddle for your entire team. You'll start the day with all the metrics you need, automatically organized into an easy-to-read, customizable presentation. That means no more running reports manually, and no more mornings spent elbow-deep in your practice management system.
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Follow Ups

Dental Intelligence's Follow Ups are an easy to use feature to help you keep track of your patients by reminding you who you need to check in with. Be reminded of patients needing hygiene recare, unscheduled treatment, past due balances and so much more.
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LiveOps®

Imagine being able to track each patient's experience in your dental practice with a live view showing you what is happening. LiveOps® provides a virtual operatory view showing who you are expecting, who has arrived, who's already been seated, and which patient is ready to check out.
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Online Scheduling

Dental Intelligence boasts the only online scheduling software your practice will ever need. The idea is simple: if it's easy to schedule an appointment, more patients will schedule appointments. Our Online Scheduling lets your patients schedule fully booked appointments directly into your practice management system anytime, and from anywhere.
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Payments

We built Payments to make paying and getting paid a breeze for everyone involved. We help you find patients with outstanding balances, and then send friendly, customizable text and email reminders with a link for them to securely pay their balance, wherever they are.
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Reminders & Confirmations

Remind your patients of their future visit as well as any forms they need to fill out prior. Our text messages also provide patients with a link to securely fill out forms and respond to confirm their appointment.
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Automated Recalls

Dental Intelligence is here to help you develop a thriving patient recall program. Our software helps your office track which patients have their next hygiene appointment scheduled and which ones you need to get back on the schedule.
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Digital Forms

Never miss a patient form again! Set your own parameters for Dental Intelligence to detect when a form is needed for a patient and send them automatically. Easily track the electronic forms to know when they have been completed and when a patient may need a reminder.
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Mass Communication

Personalized messages shouldn't take up hours of your day. With DI's mass communication tools, you can quickly send messages in bulk to targeted lists of patients. Just choose the format that works best, like text, email, or even voicemail drops, and let us do the heavy lifting.
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Metrics and Reporting

Dental analytics by Dental Intelligence are the gold standard. Dental Intelligence’s data analytics are often imitated, but when it comes to accuracy and actionable data, nothing else measures up. That's why thousands of practices make smarter practice decisions based on our practice analytics software.
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Online Reviews

Dental Intelligence's online reviews solution makes it easy for happy patients to share their experience with the world. We send an invitation to leave a review automatically via text, email, or push notification after every visit. You don't have to beg for reviews; we'll make sure you get them.
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Patient Finder

Ever wish you could fill those holes in the schedule with specific patients? Are your short-call lists working, or is it wasting valuable time? With Dental Intelligence's Patient Finder, you'll know who to call to fill the gaps and increase profitability.
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Suggested Trainings

Make the most of Dental Intelligence’s Online Scheduling tools to fill your chairs, simplify scheduling workflows, and deliver a seamless patient experience. From availability setup to smart automations that keep your calendar full, this session will help your team save time while increasing production.

Drive Practice Growth with Online Scheduling
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Learn how to use TouchPoints™, along with two new tools — Team Tasks and Team Scorecards — to keep your team aligned and on top of every patient follow-up.

Coordinated Follow-Ups That Deliver Results — Not Headaches
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Watch the replay of our February 2025 product webinar: How to Get and Keep More Patients. We walk through the workflows you can use in your practice to boost new patient acquisition and retain the patients you already have.

How to Get and Keep More Patients
Watch Now

Practice Smarter.™

Not using one of the modules or features mentioned here? Meet with our product experts to see a demo and learn how you can get more out of your Dental Intelligence software with all our tools working together.

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