Dental Intelligence

Learn how to access & export metric details and why it is important when reviewing statistics

How do I export source data from Dashboards?

Learn how Production is calculated in Dental Intelligence Analytics

How does Dental Intelligence calculate Production?

Make sure your Analytics data is accurate by correctly categorizing any procedure codes marked as “Misc.”

How should "Misc" codes be categorized?

Understand how Hygiene Visits are calculated in each Analytics module Dashboard

How are Hygiene Visits calculated in Dental Intelligence?

This article will act a reference for the best practices in backing up your practice data.

Backing Up Data In Your Practice Management Software

Emily Allred

Erika Gardner

Sam Miller

Dashboards

This article will go over the Collections Board and its functions to help track A/R and collections performance

Collections Board: Navigating your Dashboard

Learn how to identify patients with credit balances or negative A/R balances

Collections Board: Patient Credit Balances

Learn more about the AR Aging & Claims aging metrics and the data tracked in Analytics

Collections Board: AR Aging & Claims Aging

This article will discuss the Annual Pt (Patient) Value metric

Collections Board: Annual Patient Value

Understand the Collections metric and the data that is being tracked

Collections Board: Collections Metric

Understand the 90 Day Collection % Metric and what is being calculated

Collections Board: 90-Day Collection Percent

This article discusses the AR Days & AR Ratio metrics and what is being calculated

Collections Board: AR Days & AR Ratio

Learn more about how DI calculates the AR Aging Total and why it might not match your Practice Management Software total

Collections Board: Why the AR Aging Balance is Different In Your Practice Management Software

April Gomez

Collections Board

Understand what data is tracked in the Appointments metric found in the Analytics Performance Board

Performance Board: Appointments

Understand what data is being tracked in the Production metric

Performance Board: Production

This article will discuss what data is being tracked in the Unscheduled Patients Metric

Performance Board: Unscheduled Patients

Why are there so many different Visits numbers on the Performance Board?

Performance Board: Hygiene Visits

This article will discuss what each metric is tracking in the Ticker Bar

Analytics: Ticker Metrics

Learn how to customize which metrics appear in your Performance Board Ticker Bar

Analytics: Customizing the Ticker

Learn more about navigating the Performance Board in Analytics

Performance Board: Overview

Learn which data is tracked in the Restorative/Elective Case Metric

Performance Board: Restorative/Elective Case

Understand which data is being tracked in the Hygiene Case Metric

Performance Board: Hygiene Case

Learn about the data that is tracked in the New Patients Metric

Performance Board: New Patients

Understand which data is tracked in the Hygiene Re-Appointment Metric

Performance Board: Hygiene Re-Appointment

This article will discuss how to track Cancellations & No Shows in Analytics

Performance Board: Cancellations & No Shows

Learn why Production Adjustments/Write Offs are showing dates outside of the selected range in the Performance Board

Performance Board: When Production Adjustments/Write Offs Show Dates Outside of Selected Range

Performance Board

In the Provider Pulse, Tx Coordinators are listed as "non-production". Why is this happening?

Provider Pulse: Why am I Seeing 'Non-Production' as a Role Under my Tx Coordinators?

Learn about the Provider Pulse and included metrics

Provider Pulse: Navigating your Dashboard and Metric Definitions

This article will discuss how to apply Procedure Filters to your Case Metrics in the Provider Pulse

Provider Pulse: Case Section Procedure Filters

Learn more about each metric in the Provider Pulse

Analytics: Understanding Provider Metrics and Goals in the Provider Pulse

Provider Pulse

Learn how to use the Accounts Receivable dashboard to identify past due AR for a specific practice location

Analytics: Accounts Receivable Dashboard

Accounts Receivable

Learn how to run reports in Dentrix that match Dental Intelligence metrics

Dentrix: Reports

Learn how to break appointments in Dentrix so that they are correctly marked as a cancellation or a no-show/missed appointment

How to Break Appointments in Dentrix to Count as Cancelled or Missed

If your operatory names in Dental Intelligence don't match Dentrix, a quick setting change in Dentrix will fix it

Fix Mismatched Operatory Names Between Dentrix and Dental Intelligence

How Dentrix confirmation statuses sync with Dental Intelligence — and how to fix custom or third-party statuses that aren’t being recognized

Why Some Appointments Confirmed in Dentrix Don't Show as “Confirmed” in Dental Intelligence

I'm seeing appointments that I do not consider to be Hygiene appointments listed under that category. Why is this happening?

How are Hygiene Appointments categorized in Eaglesoft?

If you are having trouble reconciling the Day Sheet with your Dental Intelligence metrics, this may be why.

Eaglesoft: How Changing Items on the Ledger Affects Accuracy of Data

Learn how to break appointments in Eaglesoft so that they are correctly marked as a cancellation or a no-show/missed appointment

How to Break Appointments in Eaglesoft to Count as Cancelled or Missed

Learn how to avoid negative production numbers

Eaglesoft: Delete Services

Learn how to achieve precise alignment between Eaglesoft and Dental Intelligence Analytics reporting

Eaglesoft: Reports

Learn how Dental Intelligence recognizes treatment acceptance and diagnosis in Eaglesoft

Eaglesoft: Treatment Acceptance and Diagnosis

Learn how to reconcile the data in Eaglesoft with data in Analytics

Eaglesoft: Understanding How Adjustments Impact Dental Intelligence Data

Learn how to break appointments in Open Dental so that they are correctly marked as a cancellation or a no-show/missed appointment

How to Break Appointments in Open Dental to Count as Cancelled or Missed

This article will discuss why Open Dental's collections might not match Dental Intelligence & how to fix this

Open Dental: Collections Not Matching (Unearned Splits)

This article will discuss how Dental Intelligence defines a confirmed appointment according to the settings in OpenDental

Open Dental: Confirming Appointments in Dental Intelligence

Learn how to run a report in Open Dental that reflects the same data shown in Analytics

Open Dental: Reports

Learn how Dental Intelligence recognizes treatment diagnosis and acceptance in Open Dental

Open Dental: Treatment Diagnosis and Acceptance

Learn how to break appointments in Fuse so that they are correctly marked as a cancellation or a no-show/missed appointment

How to Break Appointments in Fuse to Count as Cancelled or Missed

This article will discuss why it is important to avoid Deleting services in Fuse

Fuse: Delete Services

This article will discuss how Analytics categorizes Hygiene Appointments according to what is entered in Fuse

Fuse: How are Hygiene Appointments Categorized?

This article will discuss how to run a custom production report to view individual patient production values

Fuse: How to Run a Patient Production Report

Learn how Dental Intelligence calculates Treatment Diagnostic and Acceptance Percentages based on what is entered in Fuse

Fuse: Treatment Acceptance and Diagnostic %

This article will discuss what might cause your Production metrics to differ throughout Dental Intelligence with Fuse as your PMS

Fuse: Why Don't My Production Totals Match?

This article will show you how to run an accurate report in Fuse that will match Dental Intelligence metrics

Fuse: Reports

Analytics Best Practices by PMS Type

Go to Dental Intelligence Knowledge Base

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.