Dental Intelligence

Understand the difference between Gross and Net Production and discover which one gives you the clearest view of your practice’s performance

What is the difference between Gross Production and Net Production?

Learn how to switch production calculation settings to Gross or Net in Analytics

Analytics: How to Update Gross or Net Production Settings

Learn how to change your practice location within the top bar navigation of Analytics

Analytics: How to Switch the Office Location

Learn how to navigate the Settings dashboard in Analytics

Analytics: Navigating Settings

Learn how to set up Treatment Teams in Analytics and start tracking the success of teams at your practice

Analytics: Treatment Teams

Learn how to setup Treatment Coordinators in your PMS for Automated Treatment Tracking in Analytics

Analytics: Automate Treatment Acceptance Tracking in Your Practice Management Software

Learn how to reconnect Analytics with your practice management software

How to Reconnect the Analytics Module to your Practice Management Software

Erika Gardner

Sam Miller

April Gomez

Settings

Get the most out of Analytics by adding all of your practice team members as users

Analytics: Adding Your Team

Learn how to add an existing team member to another office's Dental Intelligence account

Analytics: Adding Existing User to a New Location

Learn about the customizable features available within your Profile of Analytics

Analytics: My Profile

Unable to login to your Analytics account? Learn how to reset your password, get login assistance, and troubleshoot access

Analytics: Reset Your Password and Troubleshoot Login Issues

Learn the different access levels that can be set for users and how to deactivate users who no longer need access

Analytics: Edit Permissions or Deactivate a User

Get help logging in to Dental Intelligence using your Spear Education username and password

Login to Dental Intelligence Using your Spear Credentials

Learn how to add users to your Analytics account

Add Users

Learn how to enter and edit Clinical Hours for providers in Analytics

Analytics: Set Clinical Hours

Learn how to connect a provider ID to a user profile in Analytics to track their performance

Analytics: How to Map Provider ID's

Analytics: Map Provider ID's with Non-Practicing Provider Services

Learn how to set clinical hours and map providers

Clinical Hours & Provider Mapping

Review the most recent Dental Care Benchmarks & discuss how to use them comparatively to your data

Analytics: Dental Care Benchmarks

Set practice goals so you can view performance and identify growth as a team

Analytics: Setting Your Practice Goals

This article will discuss how to set your Provider Goals

Analytics: Setting Your Provider Goals

This article will discuss how we recommend setting the Hygiene Re-appointment % goal

Analytics: Setting the Hygiene Re-Appointment % Goal

This article discusses why the New Patient Hygiene Reappointment % is critical to every practice.

Analytics: Setting the NP Hygiene Reappointment % Goal

Patient Acceptance % is the percentage of patients that accept some type of treatment that is presented

Analytics: Setting the Patient Acceptance % Goal

Treatment $ Acceptance % is the percentage dollars we have presented to patients that  are accepted

Analytics: Setting the Treatment $ Acceptance % Goal

Understand Provider Production Goals and how they are effected by Clinical Hours

Analytics: Why a Production Goal is not Showing (Troubleshooting Clinical Hours)

Set Goals

Go to Dental Intelligence Knowledge Base

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

Try using different keywords or checking for typos.

No conversations found

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

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.