Depending on your Dental Intelligence subscription, you will either utilize the Dental Intelligence Patient Card or the Analytics Patient Card. The functionality between these tools is different.
This article explains Analytics patient card functionality and is part of the Analytics Module. The Analytics patient card is only accessible from the Analytics-Only portal.
How PMS Notes Sync to the Analytics-Only Patient Card
Different PMS systems handle note syncing differently. Some notes sync automatically to the patient card, while others require you to request activation from our support team.
You can access notes from your PMS in the Analytics-only patient card by navigating to Activity > Filter and applying the note types you would like to review.
Dentrix Notes - REQUIRES SUPPORT REQUEST
⚠️ Action Required: Dentrix notes do NOT write back to the Analytics-only patient card automatically. You must contact our support team to enable them.
Once enabled by support, the following note types will be available from Dentrix in the Analytics-only patient card:
Office Journal
Patient notes
Guarantor Account notes
To enable Dentrix notes: Contact the Dental Intelligence support team and request that Dentrix notes be added for your account.
Eaglesoft Notes - Automatic
✓ No action needed - These notes sync with the Analytics-only patient card automatically:
Operatory
Contract
General
Letter
Modified
Transaction
Pre Auth
Primary Claim
Secondary Claim
Primary Insurance
Secondary Insurance
Recall
Rx Writer
Statement
Accountant
Open Dental Notes - Automatic
✓ No action needed - These notes sync with the Analytics-only patient card automatically:
Commlog
Fuse Notes
Not Available: Notes from Fuse are not currently pulled into the Analytics-only patient card.
Need Help?
Dentrix users: If you want to see your PMS notes in the Analytics-only portal, contact our support team to request activation.
All other users: If you have questions about which notes are syncing or need troubleshooting assistance, please reach out to our support team.