Engagement
Engagement
Engagement
Engagement
Engagement
Analytics
Analytics
Analytics
Analytics
Analytics

The Case Acceptance Playbook

Summary

Watch the replay of our April 2026 product webinar: The Case Acceptance Playbook. We walk through how Dental Intelligence gives your team the insight and tools to understand where case acceptance is breaking down, fix it at the source, and make sure every accepted treatment actually makes it onto the schedule.

What you'll learn

  • How to use Provider Pulse to see exactly where case acceptance is winning and where it's breaking down — by provider and treatment teams — and setting goals to improve it
  • How to build visual digital treatment plans in Engagement so patients actually understand what's being recommended and why it matters
  • How to remove the financial barrier with CareCredit and Automated Payment Plans so cost stops being the reason patients walk away
  • How to use Team Tasks to make sure accepted treatment never falls through the cracks

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!

Don't forget your CE credit!

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Take the Test

Features Included

2-Way Communication

Dental Intelligence's Two-Way Communication will make your daily tasks easier and reduce your time on the phone. Chat with patients via text, email, or mobile app to answer questions, send pre-med reminders, fill last-minute openings, or remind your patients about their unscheduled treatment.
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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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Treatment Plans

You need to be able to communicate this information in a clear and concise way to your patients through their treatment plan. Dental Intelligence gives you easily understandable, patient-friendly tx plan templates — ready to customize and easy to send to your patients to review and sign digitally.
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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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Kiosk

If you spend your time printing paperwork, helping patients fill it out, and entering it back into your systems, your life is about to get a lot easier. Our Kiosk cuts out all that tedious work for you, giving your patients the most convenient experience possible.
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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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Patient Financing

Paying for treatment doesn't have to be stressful for your patients or your front desk. The right third party financing options make all the difference, which is why Dental Intelligence has partnered with Wisetack to bring you a fully integrated patient financing program.
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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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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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Suggested Trainings

Watch the replay of our May 2023 product webinar and learn how to utilize Dental Intelligence tools to help more of your patients say "Yes!" to the treatment they need.

Increasing Treatment Acceptance
Watch Now

Watch the replay of our May 2025 product webinar: Tools to Refresh Your Revenue Cycle Routine. We walk through how to improve your collections and reduce AR days with your DI toolkit.

Tools to Refresh Your Revenue Cycle Routine
Watch Now

Watch the replay of our April 2024 product webinar on Increasing Same-Day Production! Learn how to best utilize the features Analytics and Engagement offer to fill holes in your schedule and make the most of same-day opportunities.

Increasing Same-Day Production
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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If you are an existing customer looking to explore additional Dental Intelligence products, please fill out this form and our team will reach out to schedule your demo.

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