Welcome to Dental Intelligence, the only end-to-end practice performance solution in the dental market. Congratulations on taking the first step to save time, grow your practice and create an ideal patient experience!

Here's an outline of your upcoming onboarding journey timeline. Throughout your Onboarding Journey, we'll provide you with the tools, features, and knowledge we have available to help your practice implement each module.

Phase 1: Installation Call

Who?	Dental Practice Administrator Dental Intelligence Installation Specialist
What?	Our Installation Team will help ensure that our software is set up correctly and that your practice management software is connected. You will need the credentials to your practice management software and your server.

Phase 2: Kickoff Call

Who?	Dental Practice Administrator Dental Intelligence Onboarding Specialist
What?	During this initial meeting with your onboarding specialist, we will discuss your desired outcome, provide a general site overview, and create a success plan unique to your goals. We will also schedule your first webinar training and provide you with a list of tasks to complete before and after each session.

Post-Kickoff Call Action Items

After you've met with your Onboarding Specialist for a kickoff call, get started by adding your practice team members to Analytics.

Post Kick Off Call Action Items

✅ How to Add Users in Analytics

✅ Download the Dental Intelligence Mobile App for Staff

Phase 3: On-Demand Onboarding Webinar Trainings

Dental Intelligence webinar training sessions are designed to equip you with the tools and knowledge to make the most of our platform. We offer on-demand webinars to help you and your team get up to speed. Remember, our onboarding specialists are always available to answer any questions you may have!

We offer the following Onboarding Training Webinars:

To learn more about our Live and On-Demand Webinars options CLICK HERE!

Getting Started with Analytics Action Items

✅ Set Clinical Hours

✅ Set Practice Goals

✅ Set Provider Goals

Analytics Team Training Action Items

✅ Morning Huddle

✅ Patient Finder

✅ Follow Ups

✅ Performance Board Overview

✅ Collections Board Overview

Phase 4: Implementation Session

Who?	Dental Practice Administrator Dental Intelligence Onboarding Specialist
What?	During this meeting, your onboarding specialist will review your progress and ensure that you have the desired tools enabled to track the success of your implementation.

Implementation Session Action Items

✅ Run a Morning Huddle

✅ Set up Follow Up Tasks

✅ Create a Patient Finder Filter

Phase 5: Performance Review

Who?	Dental Practice Administrator Dental Intelligence Onboarding Specialist
What?	This will be your final onboarding call, we will ensure that your desired outcomes have been achieved, your system is running smoothly and introduce you to support and learning resources.

Daily, weekly, and monthly routines can make everything run smoother, saving your practice time and hassle. With clear workflows in place, your team can give patients top-notch care without missing a beat. Plus, it keeps everyone on the same page, making the day go by with fewer hiccups and more smiles. Learn more here.

Additional Resources

At this point, initial set up tasks have been completed and your team should be well on their way to using Dental Intelligence features on a daily basis. The final step for you and your team is to establish daily, weekly, and monthly workflows that will help you and your team continue to drive success.

Once you've reviewed the recommended resources related to your specific Onboarding Success Plan, we encourage you to continue learning with these additional resources:

In-App Walkthroughs
Knowledge Base with Step-by-Step Guides and Videos
Live and On-Demand Webinars
Growth in Dentistry Podcast

Eaglesoft: Reports

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

Analytics: Patient Finder Overview