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

This article will go over the steps to run a custom production report on the Performance Board

Performance Board: How to Run a Custom Production Report

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

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