Dental Intelligence

Learn how to get started using Follow Up Tasks in Analytics

Analytics Follow Up Tasks Overview

Get answers to common questions about Follow Up Tasks in Analytics

Analytics Follow Up Tasks FAQs

Learn how to identify unscheduled treatment opportunities by using Follow Up Tasks

Find Unscheduled Treatment with Analytics Follow Up Tasks

Erika Gardner

Sam Miller

April Gomez

Follow Up Tasks

Learn how to create an individual Follow Up Task in Analytics

Creating an Analytics Follow Up Task from the Analytics Patient Card

Create bulk Follow Up Tasks from a Patient Finder list created in your Analytics module

Create Analytics Follow Up Tasks from an Analytics Patient Finder List

Learn how to set up the Auto Follow Ups feature in the Analytics module

How to Use Automatic Follow Up Tasks in Analytics

Creating Follow Up Tasks

Learn the process of accessing and acting on open Follow Up Tasks in Analytics

Marking Follow Up Task Attempts & Daily Use in Analytics

Learn more about when automatic Follow Up Tasks close and how you can set up manually created Follow Up Tasks to do the same

When Do Follow Up Tasks Close Automatically in Analytics?

Learn how to view the number of calls made and patients scheduled here when using the Analytics Follow Up Tasks

Viewing Analytics Follow Up Tasks Results

Follow Up Task Attempts & Reporting

Learn how to enable the Analytics Follow Up Tasks notes to be written back into your Practice Software

Push Analytics Follow Up Tasks Notes into the PMS

This article explains where you can access Dental Intelligence Follow Up notes inside of EagleSoft

Where Do Analytics Follow Up Task Notes Show in EagleSoft?

This article explains where you can access Dental Intelligence Follow Up notes inside of OpenDental

Where Do Analytics Follow Up Task Notes Show in Open Dental?

This article explains where you can access Analytics Follow Up notes inside of Dentrix

Where Do Analytics Follow Up Task Notes Show in Dentrix?

Follow Up Task Notes

Go to Dental Intelligence Knowledge Base

Find answers and get help from Intercom Support and Community Experts

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