# Analytics-Only Knowledge Base

> Get answers to your Analytics questions

## Getting Started

- [What is the difference between Nightly Syncs and Incremental Syncs?](https://learn.dentalintel.com/en/articles/6173762-what-is-the-difference-between-nightly-syncs-and-incremental-syncs.md): Learn the differences between Nightly Syncing and Incremental Syncing
- [Your Analytics SMB Onboarding Journey](https://learn.dentalintel.com/en/articles/13118100-your-analytics-smb-onboarding-journey.md): Review the onboarding timeline and prepare for implementation of your Dental Intelligence Analytics Software
- [Analytics: On Demand Webinar Library](https://learn.dentalintel.com/en/articles/6222998-analytics-on-demand-webinar-library.md): Check out our on demand Analytics Webinars and get more in-depth answers to your burning questions
- [Analytics: How To Video Channel](https://learn.dentalintel.com/en/articles/6026398-analytics-how-to-video-channel.md): This channel is a collection of Dental Intelligence How-To Videos
- [Analytics: Overview](https://learn.dentalintel.com/en/articles/1376575-analytics-overview.md)
- [Analytics: Begin Your Implementation](https://learn.dentalintel.com/en/articles/7973297-analytics-begin-your-implementation.md): Learn how to start using Analytics and the features you should have set up within your first 14 days
- [Analytics: Strategies for Collecting More](https://learn.dentalintel.com/en/articles/7914813-analytics-strategies-for-collecting-more.md): This article will discuss how to leverage Analytics to effortlessly track collections and evaluate practice performance.
- [Analytics: Measuring Provider Performance](https://learn.dentalintel.com/en/articles/7985065-analytics-measuring-provider-performance.md)
- [Analytics: Techniques for Increasing Treatment Acceptance](https://learn.dentalintel.com/en/articles/7920912-analytics-techniques-for-increasing-treatment-acceptance.md)
- [Analytics: Proven Methods to Keep Your Schedule Full](https://learn.dentalintel.com/en/articles/7985242-analytics-proven-methods-to-keep-your-schedule-full.md)
- [Analytics: Daily, Weekly, and Monthly Workflows](https://learn.dentalintel.com/en/articles/13118536-analytics-daily-weekly-and-monthly-workflows.md)
- [The Dental Intelligence Mobile App for Staff](https://learn.dentalintel.com/en/articles/5971422-the-dental-intelligence-mobile-app-for-staff.md): Learn how to use the Dental Intelligence mobile app in your practice and with team members
- [Why can't I access the Dental Intelligence mobile app?](https://learn.dentalintel.com/en/articles/11326365-why-can-t-i-access-the-dental-intelligence-mobile-app.md): Get help with setting proper app permissions and logging into the DI mobile app
- [Dental Intelligence System Requirements](https://learn.dentalintel.com/en/articles/6170750-dental-intelligence-system-requirements.md): Learn about practice management software compatibility and system requirements
- [What is my Practice Management System software version?](https://learn.dentalintel.com/en/articles/10046181-what-is-my-practice-management-system-software-version.md): Learn how to find out which software version your PMS is currently operating on
- [Required Steps Before Changing or Updating your Practice Management Software](https://learn.dentalintel.com/en/articles/6289304-required-steps-before-changing-or-updating-your-practice-management-software.md): If you are planning to switch your practice management software or upgrade to a new version, follow these steps before taking action

## Morning Huddle

- [Morning Huddle: Overview](https://learn.dentalintel.com/en/articles/2748329-morning-huddle-overview.md): The Morning Huddle in Analytics is the best way to make sure that your team huddle is effective and focused on your patients
- [Morning Huddle: Yesterday, Today & Tomorrow](https://learn.dentalintel.com/en/articles/2982291-morning-huddle-yesterday-today-tomorrow.md): Learn about implementing the Analytics Morning Huddle in your daily practice and the important metrics to start tracking now!
- [Morning Huddle: How and Why to "Clear the Cache"](https://learn.dentalintel.com/en/articles/5528419-morning-huddle-how-and-why-to-clear-the-cache.md): Clear the cache within the Morning Huddle to ensure it is up to date
- [Morning Huddle: Changing the Schedule View Order](https://learn.dentalintel.com/en/articles/6045318-morning-huddle-changing-the-schedule-view-order.md): Learn how to change the order of operatories in your Morning Huddle daily schedule view
- [Morning Huddle: How to Change the Date](https://learn.dentalintel.com/en/articles/6160058-morning-huddle-how-to-change-the-date.md): The date picker lets you view Morning Huddle data for any date. It's hidden to keep your data view consistent — but it's always available if you need it.
- [Analytics: Why Today's Production in the Morning Huddle Differs from Scheduled Production on the Ticker](https://learn.dentalintel.com/en/articles/6341482-analytics-why-today-s-production-in-the-morning-huddle-differs-from-scheduled-production-on-the-ticker.md): Understand the differing logics for Today's Production metrics throughout the Analytics portal
- [Morning Huddle: How to Limit the Ability to View Production Numbers](https://learn.dentalintel.com/en/articles/7231895-morning-huddle-how-to-limit-the-ability-to-view-production-numbers.md): Understand how to limit team member access to production numbers in the Morning Huddle
- [Analytics: Morning Huddle FAQs](https://learn.dentalintel.com/en/articles/9522796-analytics-morning-huddle-faqs.md): Get answers to common questions about the Morning Huddle

## Dashboards

- [How do I export source data from Dashboards?](https://learn.dentalintel.com/en/articles/5530587-how-do-i-export-source-data-from-dashboards.md): Learn how to access & export metric details and why it is important when reviewing statistics
- [How does Dental Intelligence calculate Production?](https://learn.dentalintel.com/en/articles/1135625-how-does-dental-intelligence-calculate-production.md): Learn how Production is calculated in Dental Intelligence Analytics
- [How should "Misc" codes be categorized?](https://learn.dentalintel.com/en/articles/8673405-how-should-misc-codes-be-categorized.md): Make sure your Analytics data is accurate by correctly categorizing any procedure codes marked as “Misc.”
- [How are Hygiene Visits calculated in Dental Intelligence?](https://learn.dentalintel.com/en/articles/6330176-how-are-hygiene-visits-calculated-in-dental-intelligence.md): Understand how Hygiene Visits are calculated in each Analytics module Dashboard
- [Backing Up Data In Your Practice Management Software](https://learn.dentalintel.com/en/articles/6925372-backing-up-data-in-your-practice-management-software.md): This article will act a reference for the best practices in backing up your practice data.
- [Collections Board: Navigating your Dashboard](https://learn.dentalintel.com/en/articles/635746-collections-board-navigating-your-dashboard.md): This article will go over the Collections Board and its functions to help track A/R and collections performance
- [Collections Board: Patient Credit Balances](https://learn.dentalintel.com/en/articles/5528570-collections-board-patient-credit-balances.md): Learn how to identify patients with credit balances or negative A/R balances
- [Collections Board: AR Aging & Claims Aging](https://learn.dentalintel.com/en/articles/6076955-collections-board-ar-aging-claims-aging.md): Learn more about the AR Aging & Claims aging metrics and the data tracked in Analytics
- [Collections Board: Annual Patient Value](https://learn.dentalintel.com/en/articles/6076993-collections-board-annual-patient-value.md): This article will discuss the Annual Pt \(Patient\) Value metric
- [Collections Board: Collections Metric](https://learn.dentalintel.com/en/articles/6078837-collections-board-collections-metric.md): Understand the Collections metric and the data that is being tracked
- [Collections Board: 90-Day Collection Percent](https://learn.dentalintel.com/en/articles/6078844-collections-board-90-day-collection-percent.md): Understand the 90 Day Collection % Metric and what is being calculated
- [Collections Board: AR Days & AR Ratio](https://learn.dentalintel.com/en/articles/6078854-collections-board-ar-days-ar-ratio.md): This article discusses the AR Days & AR Ratio metrics and what is being calculated
- [Collections Board: Why the AR Aging Balance is Different In Your Practice Management Software](https://learn.dentalintel.com/en/articles/6288184-collections-board-why-the-ar-aging-balance-is-different-in-your-practice-management-software.md): Learn more about how DI calculates the AR Aging Total and why it might not match your Practice Management Software total
- [Performance Board: Appointments](https://learn.dentalintel.com/en/articles/1206815-performance-board-appointments.md): Understand what data is tracked in the Appointments metric found in the Analytics Performance Board
- [Performance Board: Production](https://learn.dentalintel.com/en/articles/1206968-performance-board-production.md): Understand what data is being tracked in the Production metric
- [Performance Board: Unscheduled Patients](https://learn.dentalintel.com/en/articles/1206975-performance-board-unscheduled-patients.md): This article will discuss what data is being tracked in the Unscheduled Patients Metric
- [Performance Board: Hygiene Visits](https://learn.dentalintel.com/en/articles/3991359-performance-board-hygiene-visits.md): Why are there so many different Visits numbers on the Performance Board?
- [Analytics: Ticker Metrics](https://learn.dentalintel.com/en/articles/5530570-analytics-ticker-metrics.md): This article will discuss what each metric is tracking in the Ticker Bar
- [Analytics: Customizing the Ticker](https://learn.dentalintel.com/en/articles/5530595-analytics-customizing-the-ticker.md): Learn how to customize which metrics appear in your Performance Board Ticker Bar
- [Performance Board: Overview](https://learn.dentalintel.com/en/articles/6060970-performance-board-overview.md): Learn more about navigating the Performance Board in Analytics
- [Performance Board: Restorative/Elective Case](https://learn.dentalintel.com/en/articles/6069924-performance-board-restorative-elective-case.md): Learn which data is tracked in the Restorative/Elective Case Metric
- [Performance Board: Hygiene Case](https://learn.dentalintel.com/en/articles/6069953-performance-board-hygiene-case.md): Understand which data is being tracked in the Hygiene Case Metric
- [Performance Board: New Patients](https://learn.dentalintel.com/en/articles/6070093-performance-board-new-patients.md): Learn about the data that is tracked in the New Patients Metric
- [Performance Board: Hygiene Re-Appointment](https://learn.dentalintel.com/en/articles/6070096-performance-board-hygiene-re-appointment.md): Understand which data is tracked in the Hygiene Re-Appointment Metric
- [Performance Board: Cancellations & No Shows](https://learn.dentalintel.com/en/articles/6070105-performance-board-cancellations-no-shows.md): This article will discuss how to track Cancellations & No Shows in Analytics
- [Performance Board: When Production Adjustments/Write Offs Show Dates Outside of Selected Range](https://learn.dentalintel.com/en/articles/6308241-performance-board-when-production-adjustments-write-offs-show-dates-outside-of-selected-range.md): Learn why Production Adjustments/Write Offs are showing dates outside of the selected range in the Performance Board
- [Provider Pulse: Why am I Seeing 'Non-Production' as a Role Under my Tx Coordinators?](https://learn.dentalintel.com/en/articles/3750768-provider-pulse-why-am-i-seeing-non-production-as-a-role-under-my-tx-coordinators.md): In the Provider Pulse, Tx Coordinators are listed as "non-production". Why is this happening?
- [Provider Pulse: Navigating your Dashboard and Metric Definitions](https://learn.dentalintel.com/en/articles/6173979-provider-pulse-navigating-your-dashboard-and-metric-definitions.md): Learn about the Provider Pulse and included metrics
- [Provider Pulse: Case Section Procedure Filters](https://learn.dentalintel.com/en/articles/6284882-provider-pulse-case-section-procedure-filters.md): This article will discuss how to apply Procedure Filters to your Case Metrics in the Provider Pulse
- [Analytics: Understanding Provider Metrics and Goals in the Provider Pulse](https://learn.dentalintel.com/en/articles/8295521-analytics-understanding-provider-metrics-and-goals-in-the-provider-pulse.md): Learn more about each metric in the Provider Pulse
- [Analytics: Accounts Receivable Dashboard](https://learn.dentalintel.com/en/articles/6720440-analytics-accounts-receivable-dashboard.md): Learn how to use the Accounts Receivable dashboard to identify past due AR for a specific practice location
- [Dentrix: Reports](https://learn.dentalintel.com/en/articles/635747-dentrix-reports.md): Learn how to run reports in Dentrix that match Dental Intelligence metrics
- [How to Break Appointments in Dentrix to Count as Cancelled or Missed](https://learn.dentalintel.com/en/articles/1081526-how-to-break-appointments-in-dentrix-to-count-as-cancelled-or-missed.md): Learn how to break appointments in Dentrix so that they are correctly marked as a cancellation or a no-show/missed appointment
- [Fix Mismatched Operatory Names Between Dentrix and Dental Intelligence](https://learn.dentalintel.com/en/articles/3648381-fix-mismatched-operatory-names-between-dentrix-and-dental-intelligence.md): If your operatory names in Dental Intelligence don't match Dentrix, a quick setting change in Dentrix will fix it
- [Why Some Appointments Confirmed in Dentrix Don't Show as “Confirmed” in Dental Intelligence](https://learn.dentalintel.com/en/articles/5528558-why-some-appointments-confirmed-in-dentrix-don-t-show-as-confirmed-in-dental-intelligence.md): How Dentrix confirmation statuses sync with Dental Intelligence — and how to fix custom or third-party statuses that aren’t being recognized
- [How are Hygiene Appointments categorized in Eaglesoft?](https://learn.dentalintel.com/en/articles/4486446-how-are-hygiene-appointments-categorized-in-eaglesoft.md): I'm seeing appointments that I do not consider to be Hygiene appointments listed under that category. Why is this happening?
- [Eaglesoft: How Changing Items on the Ledger Affects Accuracy of Data](https://learn.dentalintel.com/en/articles/909509-eaglesoft-how-changing-items-on-the-ledger-affects-accuracy-of-data.md): If you are having trouble reconciling the Day Sheet with your Dental Intelligence metrics, this may be why.
- [How to Break Appointments in Eaglesoft to Count as Cancelled or Missed](https://learn.dentalintel.com/en/articles/1081564-how-to-break-appointments-in-eaglesoft-to-count-as-cancelled-or-missed.md): Learn how to break appointments in Eaglesoft so that they are correctly marked as a cancellation or a no-show/missed appointment
- [Eaglesoft: Delete Services](https://learn.dentalintel.com/en/articles/1081785-eaglesoft-delete-services.md): Learn how to avoid negative production numbers
- [Eaglesoft: Reports](https://learn.dentalintel.com/en/articles/909502-eaglesoft-reports.md): Learn how to achieve precise alignment between Eaglesoft and Dental Intelligence Analytics reporting
- [Eaglesoft: Treatment Acceptance and Diagnosis](https://learn.dentalintel.com/en/articles/635744-eaglesoft-treatment-acceptance-and-diagnosis.md): Learn how Dental Intelligence recognizes treatment acceptance and diagnosis in Eaglesoft
- [Eaglesoft: Understanding How Adjustments Impact Dental Intelligence Data](https://learn.dentalintel.com/en/articles/6307025-eaglesoft-understanding-how-adjustments-impact-dental-intelligence-data.md): Learn how to reconcile the data in Eaglesoft with data in Analytics
- [How to Break Appointments in Open Dental to Count as Cancelled or Missed](https://learn.dentalintel.com/en/articles/1072515-how-to-break-appointments-in-open-dental-to-count-as-cancelled-or-missed.md): Learn how to break appointments in Open Dental so that they are correctly marked as a cancellation or a no-show/missed appointment
- [Open Dental: Collections Not Matching \(Unearned Splits\)](https://learn.dentalintel.com/en/articles/2105414-open-dental-collections-not-matching-unearned-splits.md): This article will discuss why Open Dental's collections might not match Dental Intelligence & how to fix this
- [Open Dental: Confirming Appointments in Dental Intelligence](https://learn.dentalintel.com/en/articles/5528561-open-dental-confirming-appointments-in-dental-intelligence.md): This article will discuss how Dental Intelligence defines a confirmed appointment according to the settings in OpenDental
- [Open Dental: Reports](https://learn.dentalintel.com/en/articles/635748-open-dental-reports.md): Learn how to run a report in Open Dental that reflects the same data shown in Analytics
- [Open Dental: Treatment Diagnosis and Acceptance](https://learn.dentalintel.com/en/articles/635735-open-dental-treatment-diagnosis-and-acceptance.md): Learn how Dental Intelligence recognizes treatment diagnosis and acceptance in Open Dental
- [How to Break Appointments in Fuse to Count as Cancelled or Missed](https://learn.dentalintel.com/en/articles/6085641-how-to-break-appointments-in-fuse-to-count-as-cancelled-or-missed.md): Learn how to break appointments in Fuse so that they are correctly marked as a cancellation or a no-show/missed appointment
- [Fuse: Delete Services](https://learn.dentalintel.com/en/articles/6079710-fuse-delete-services.md): This article will discuss why it is important to avoid Deleting services in Fuse
- [Fuse: How are Hygiene Appointments Categorized?](https://learn.dentalintel.com/en/articles/6085523-fuse-how-are-hygiene-appointments-categorized.md): This article will discuss how Analytics categorizes Hygiene Appointments according to what is entered in Fuse
- [Fuse: How to Run a Patient Production Report](https://learn.dentalintel.com/en/articles/6308353-fuse-how-to-run-a-patient-production-report.md): This article will discuss how to run a custom production report to view individual patient production values
- [Fuse: Treatment Acceptance and Diagnostic %](https://learn.dentalintel.com/en/articles/6085579-fuse-treatment-acceptance-and-diagnostic.md): Learn how Dental Intelligence calculates Treatment Diagnostic and Acceptance Percentages based on what is entered in Fuse
- [Fuse: Why Don't My Production Totals Match?](https://learn.dentalintel.com/en/articles/6289684-fuse-why-don-t-my-production-totals-match.md): This article will discuss what might cause your Production metrics to differ throughout Dental Intelligence with Fuse as your PMS
- [Fuse: Reports](https://learn.dentalintel.com/en/articles/6084673-fuse-reports.md): This article will show you how to run an accurate report in Fuse that will match Dental Intelligence metrics

## Scorecards

- [Analytics: Scorecards Overview](https://learn.dentalintel.com/en/articles/8609551-analytics-scorecards-overview.md)
- [Analytics: Scorecards AI Assistant](https://learn.dentalintel.com/en/articles/9449739-analytics-scorecards-ai-assistant.md): Get insights on your unique scorecard with the help of our integrated AI Assistant
- [Analytics: Scorecard Templates](https://learn.dentalintel.com/en/articles/9580375-analytics-scorecard-templates.md): Save time with pre-made Scorecard templates that utilize key metrics
- [Analytics: How to Share a Scorecard](https://learn.dentalintel.com/en/articles/8682058-analytics-how-to-share-a-scorecard.md): Learn how to share a scorecard with other users or locations in Analytics
- [Analytics: Location Scorecards](https://learn.dentalintel.com/en/articles/8576798-analytics-location-scorecards.md): Learn how to create and manage location scorecards in Analytics
- [Analytics: Provider Scorecards](https://learn.dentalintel.com/en/articles/8677699-analytics-provider-scorecards.md): Learn how to create and manage provider scorecards in Analytics
- [Analytics: Procedure Codes Scorecards](https://learn.dentalintel.com/en/articles/9044407-analytics-procedure-codes-scorecards.md): Learn how to create and manage Procedure Codes Scorecards in Analytics
- [Analytics: Referral Sources Scorecards](https://learn.dentalintel.com/en/articles/9745921-analytics-referral-sources-scorecards.md): Learn how to create and manage referral source Scorecards in Analytics
- [Analytics: Insurance Carriers Scorecards](https://learn.dentalintel.com/en/articles/10192199-analytics-insurance-carriers-scorecards.md): Learn how to create and manage insurance carriers Scorecards in Analytics
- [Analytics DSO: Scorecards for Multi-Location Practices](https://learn.dentalintel.com/en/articles/8230151-analytics-dso-scorecards-for-multi-location-practices.md): Learn how to create customized reports that focus on the practice locations and data that you care about most
- [Analytics: DI Engagement Metrics in Scorecards](https://learn.dentalintel.com/en/articles/10192221-analytics-di-engagement-metrics-in-scorecards.md): Get insights into how automations in Engagement are performing for your practice within Scorecards

## Patients

- [What notes from my PMS can I see in the Analytics patient card?](https://learn.dentalintel.com/en/articles/2755622-what-notes-from-my-pms-can-i-see-in-the-analytics-patient-card.md): Learn which note types from your Practice Management Software \(PMS\) are available in the Analytics-only patient card and when you need to contact support to enable them
- [How is Hygiene interval calculated?](https://learn.dentalintel.com/en/articles/4353362-how-is-hygiene-interval-calculated.md): Where does the "Hygiene Due Date" I see across Dental Intelligence come from?
- [Analytics Patient Card Overview](https://learn.dentalintel.com/en/articles/8029525-analytics-patient-card-overview.md): Learn how to utilize the patient card in the Analytics module
- [Why am I seeing a "Do Not Recall" banner in the Analytics Patient Card?](https://learn.dentalintel.com/en/articles/1731968-why-am-i-seeing-a-do-not-recall-banner-in-the-analytics-patient-card.md): Why a "Do Not Recall" banner appears in the Analytics Patient Card, and where it comes from in your practice management system.
- [How to Use Outbound Calling in the Analytics Patient Card](https://learn.dentalintel.com/en/articles/8287620-how-to-use-outbound-calling-in-the-analytics-patient-card.md): Learn how to use the Outbound Call feature in the Analytics Patient Card
- [How to Identify Treatment Priority Using Stats in the Analytics Patient Card](https://learn.dentalintel.com/en/articles/4124368-how-to-identify-treatment-priority-using-stats-in-the-analytics-patient-card.md): Where do Treatment Priorities come from, and how can I edit them?
- [Analytics Patient Finder](https://learn.dentalintel.com/en/articles/8007088-analytics-patient-finder.md): Learn about the functions of the Patient Finder tool in the Analytics-Only portal
- [Creating a Custom List in Analytics Patient Finder](https://learn.dentalintel.com/en/articles/6056207-creating-a-custom-list-in-analytics-patient-finder.md): Learn how to create and save an Analytics Patient Finder list using filters
- [Exporting a List from Analytics Patient Finder](https://learn.dentalintel.com/en/articles/5528544-exporting-a-list-from-analytics-patient-finder.md): Learn the steps to export a Patient Finder list created in your Analytics portal
- [Analytics Patient Finder Filters & Definitions](https://learn.dentalintel.com/en/articles/6242535-analytics-patient-finder-filters-definitions.md): Learn about Patient Finder Filters in the Analytics module and their meanings
- [Add or Remove Analytics Patient Finder List Columns](https://learn.dentalintel.com/en/articles/6310281-add-or-remove-analytics-patient-finder-list-columns.md): Learn how to sort the columns/categories that appear in a Patient Finder list created in your Analytics module
- [How to Find Annual Family Value with Analytics Patient Finder](https://learn.dentalintel.com/en/articles/6307525-how-to-find-annual-family-value-with-analytics-patient-finder.md): Learn how to view annual value per each family in a Patient Finder list
- [How to Run an Insurance Analysis by Annual Family Value with Analytics Patient Finder](https://learn.dentalintel.com/en/articles/8418100-how-to-run-an-insurance-analysis-by-annual-family-value-with-analytics-patient-finder.md): Use the Analytics Patient Finder to learn the average amount collected from families by each insurance carrier

## Schedule

- [Schedule Analysis: Viewing by Day, Week, and Month](https://learn.dentalintel.com/en/articles/2835454-schedule-analysis-viewing-by-day-week-and-month.md): Utilize the Schedule Analysis feature in the Analytics module to optimize your practice calendar

## Follow Up Tasks

- [Analytics Follow Up Tasks Overview](https://learn.dentalintel.com/en/articles/2748426-analytics-follow-up-tasks-overview.md): Learn how to get started using Follow Up Tasks in Analytics
- [Analytics Follow Up Tasks FAQs](https://learn.dentalintel.com/en/articles/9507733-analytics-follow-up-tasks-faqs.md): Get answers to common questions about Follow Up Tasks in Analytics
- [Find Unscheduled Treatment with Analytics Follow Up Tasks](https://learn.dentalintel.com/en/articles/1259121-find-unscheduled-treatment-with-analytics-follow-up-tasks.md): Learn how to identify unscheduled treatment opportunities by using Follow Up Tasks
- [Creating an Analytics Follow Up Task from the Analytics Patient Card](https://learn.dentalintel.com/en/articles/5599578-creating-an-analytics-follow-up-task-from-the-analytics-patient-card.md): Learn how to create an individual Follow Up Task in Analytics
- [Create Analytics Follow Up Tasks from an Analytics Patient Finder List](https://learn.dentalintel.com/en/articles/5528519-create-analytics-follow-up-tasks-from-an-analytics-patient-finder-list.md): Create bulk Follow Up Tasks from a Patient Finder list created in your Analytics module
- [How to Use Automatic Follow Up Tasks in Analytics](https://learn.dentalintel.com/en/articles/635736-how-to-use-automatic-follow-up-tasks-in-analytics.md): Learn how to set up the Auto Follow Ups feature in the Analytics module
- [Understanding Why Hygiene Recare Follow Up Tasks Aren't Generating in Analytics](https://learn.dentalintel.com/en/articles/15363046-understanding-why-hygiene-recare-follow-up-tasks-aren-t-generating-in-analytics.md): Learn why patients may not surface for Hygiene Recare Follow Up Tasks — and how to resolve it
- [Marking Follow Up Task Attempts & Daily Use in Analytics](https://learn.dentalintel.com/en/articles/5599591-marking-follow-up-task-attempts-daily-use-in-analytics.md): Learn the process of accessing and acting on open Follow Up Tasks in Analytics
- [When Do Follow Up Tasks Close Automatically in Analytics?](https://learn.dentalintel.com/en/articles/5524723-when-do-follow-up-tasks-close-automatically-in-analytics.md): Learn more about when automatic Follow Up Tasks close and how you can set up manually created Follow Up Tasks to do the same
- [Viewing Analytics Follow Up Tasks Results](https://learn.dentalintel.com/en/articles/3564670-viewing-analytics-follow-up-tasks-results.md): Learn how to view the number of calls made and patients scheduled here when using the Analytics Follow Up Tasks
- [Push Analytics Follow Up Tasks Notes into the PMS](https://learn.dentalintel.com/en/articles/4009935-push-analytics-follow-up-tasks-notes-into-the-pms.md): Learn how to enable the Analytics Follow Up Tasks notes to be written back into your Practice Software
- [Where Do Analytics Follow Up Task Notes Show in EagleSoft?](https://learn.dentalintel.com/en/articles/4009429-where-do-analytics-follow-up-task-notes-show-in-eaglesoft.md): This article explains where you can access Dental Intelligence Follow Up notes inside of EagleSoft
- [Where Do Analytics Follow Up Task Notes Show in Open Dental?](https://learn.dentalintel.com/en/articles/4009640-where-do-analytics-follow-up-task-notes-show-in-open-dental.md): This article explains where you can access Dental Intelligence Follow Up notes inside of OpenDental
- [Where Do Analytics Follow Up Task Notes Show in Dentrix?](https://learn.dentalintel.com/en/articles/4009728-where-do-analytics-follow-up-task-notes-show-in-dentrix.md): This article explains where you can access Analytics Follow Up notes inside of Dentrix

## Reports

- [Production and New Patients Reports Have Moved to Scorecards](https://learn.dentalintel.com/en/articles/15192864-production-and-new-patients-reports-have-moved-to-scorecards.md): This article will walk you through what's changing, where to find your data, and how to get the most out of Scorecards going forward.
- [Analytics: Daily & Weekly Reports](https://learn.dentalintel.com/en/articles/7920576-analytics-daily-weekly-reports.md): Learn more about the value of Daily & Weekly Reports available in Analytics and how to run them for your practice
- [Analytics: Monthly Report](https://learn.dentalintel.com/en/articles/7933778-analytics-monthly-report.md): Learn more about the value of the Monthly Report available in Analytics and how to run it for your practice
- [Analytics: Understanding the Monthly Report Review Email](https://learn.dentalintel.com/en/articles/2466205-analytics-understanding-the-monthly-report-review-email.md): A breakdown of what is included in the Monthly Report review email and how to receive it
- [Analytics: How to Update Report Email Preferences](https://learn.dentalintel.com/en/articles/7934148-analytics-how-to-update-report-email-preferences.md): Learn how to update your email preferences and decide which reports you'd like to receive

## DSO Dashboards

- [Analytics DSO: Multi-Location Performance Board](https://learn.dentalintel.com/en/articles/11366805-analytics-dso-multi-location-performance-board.md): Learn how to use the Performance Board to view data for multiple locations at once
- [DSO Reports: Enterprise Reporting](https://learn.dentalintel.com/en/articles/6637485-dso-reports-enterprise-reporting.md): Learn how to access and use Analytics DSO Reports in the Analytics-Only portal
- [Analytics DSO: Multi-Location Collections Board](https://learn.dentalintel.com/en/articles/10905775-analytics-dso-multi-location-collections-board.md): Learn how to use the Collections Board to view data for multiple locations at once

## Explorer

- [Explorer](https://learn.dentalintel.com/en/articles/15192785-explorer.md): Your intelligent data research assistant inside Dental Intelligence

## Profitability Formula

- [What is the Profitability Formula?](https://learn.dentalintel.com/en/articles/5530488-what-is-the-profitability-formula.md): Learn how to better analyze your practice's performance and increase profits
- [Analytics: Navigating the Profitability Formula Dashboard](https://learn.dentalintel.com/en/articles/6263979-analytics-navigating-the-profitability-formula-dashboard.md)

## Settings

- [What is the difference between Gross Production and Net Production?](https://learn.dentalintel.com/en/articles/2117556-what-is-the-difference-between-gross-production-and-net-production.md): Understand the difference between Gross and Net Production and discover which one gives you the clearest view of your practice’s performance
- [Analytics: How to Update Gross or Net Production Settings](https://learn.dentalintel.com/en/articles/5530542-analytics-how-to-update-gross-or-net-production-settings.md): Learn how to switch production calculation settings to Gross or Net in Analytics
- [Analytics: How to Switch the Office Location](https://learn.dentalintel.com/en/articles/7984144-analytics-how-to-switch-the-office-location.md): Learn how to change your practice location within the top bar navigation of Analytics
- [Analytics: Navigating Settings](https://learn.dentalintel.com/en/articles/8451936-analytics-navigating-settings.md): Learn how to navigate the Settings dashboard in Analytics
- [Analytics: Treatment Teams](https://learn.dentalintel.com/en/articles/5578870-analytics-treatment-teams.md): Learn how to set up Treatment Teams in Analytics and start tracking the success of teams at your practice
- [Analytics: Automate Treatment Acceptance Tracking in Your Practice Management Software](https://learn.dentalintel.com/en/articles/1121550-analytics-automate-treatment-acceptance-tracking-in-your-practice-management-software.md): Learn how to setup Treatment Coordinators in your PMS for Automated Treatment Tracking in Analytics
- [How to Reconnect the Analytics Module to your Practice Management Software](https://learn.dentalintel.com/en/articles/2411180-how-to-reconnect-the-analytics-module-to-your-practice-management-software.md): Learn how to reconnect Analytics with your practice management software
- [Analytics: Adding Your Team](https://learn.dentalintel.com/en/articles/909500-analytics-adding-your-team.md): Get the most out of Analytics by adding all of your practice team members as users
- [Analytics: Adding Existing User to a New Location](https://learn.dentalintel.com/en/articles/6176456-analytics-adding-existing-user-to-a-new-location.md): Learn how to add an existing team member to another office's Dental Intelligence account
- [Analytics: My Profile](https://learn.dentalintel.com/en/articles/7988104-analytics-my-profile.md): Learn about the customizable features available within your Profile of Analytics
- [Analytics: Reset Your Password and Troubleshoot Login Issues](https://learn.dentalintel.com/en/articles/6122337-analytics-reset-your-password-and-troubleshoot-login-issues.md): Unable to login to your Analytics account? Learn how to reset your password, get login assistance, and troubleshoot access
- [Analytics: Edit Permissions or Deactivate a User](https://learn.dentalintel.com/en/articles/1018467-analytics-edit-permissions-or-deactivate-a-user.md): Learn the different access levels that can be set for users and how to deactivate users who no longer need access
- [Login to Dental Intelligence Using your Spear Credentials](https://learn.dentalintel.com/en/articles/11156780-login-to-dental-intelligence-using-your-spear-credentials.md): Get help logging in to Dental Intelligence using your Spear Education username and password
- [Analytics: Set Clinical Hours](https://learn.dentalintel.com/en/articles/909492-analytics-set-clinical-hours.md): Learn how to enter and edit Clinical Hours for providers in Analytics
- [Analytics: How to Map Provider ID's](https://learn.dentalintel.com/en/articles/6167008-analytics-how-to-map-provider-id-s.md): Learn how to connect a provider ID to a user profile in Analytics to track their performance
- [Analytics: Map Provider ID's with Non-Practicing Provider Services](https://learn.dentalintel.com/en/articles/8444089-analytics-map-provider-id-s-with-non-practicing-provider-services.md)
- [Analytics: Dental Care Benchmarks](https://learn.dentalintel.com/en/articles/5524755-analytics-dental-care-benchmarks.md): Review the most recent Dental Care Benchmarks & discuss how to use them comparatively to your data
- [Analytics: Setting Your Practice Goals](https://learn.dentalintel.com/en/articles/2427015-analytics-setting-your-practice-goals.md): Set practice goals so you can view performance and identify growth as a team
- [Analytics: Setting Your Provider Goals](https://learn.dentalintel.com/en/articles/1013427-analytics-setting-your-provider-goals.md): This article will discuss how to set your Provider Goals
- [Analytics: Setting the Hygiene Re-Appointment % Goal](https://learn.dentalintel.com/en/articles/1053956-analytics-setting-the-hygiene-re-appointment-goal.md): This article will discuss how we recommend setting the Hygiene Re-appointment % goal
- [Analytics: Setting the NP Hygiene Reappointment % Goal](https://learn.dentalintel.com/en/articles/1053966-analytics-setting-the-np-hygiene-reappointment-goal.md): This article discusses why the New Patient Hygiene Reappointment % is critical to every practice.
- [Analytics: Setting the Patient Acceptance % Goal](https://learn.dentalintel.com/en/articles/1053993-analytics-setting-the-patient-acceptance-goal.md): Patient Acceptance % is the percentage of patients that accept some type of treatment that is presented
- [Analytics: Setting the Treatment $ Acceptance % Goal](https://learn.dentalintel.com/en/articles/1054004-analytics-setting-the-treatment-acceptance-goal.md): Treatment $ Acceptance % is the percentage dollars we have presented to patients that are accepted
- [Analytics: Why a Production Goal is not Showing \(Troubleshooting Clinical Hours\)](https://learn.dentalintel.com/en/articles/5530533-analytics-why-a-production-goal-is-not-showing-troubleshooting-clinical-hours.md): Understand Provider Production Goals and how they are effected by Clinical Hours