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Smile Advantage Academy
Smile Advantage Academy

Need help with your membership program?

Search the Advantage Academy for answers.

Getting Started

6
  • Add a New Membership
  • Renewing a Membership
  • Your First Steps to Success with Your Dashboard
  • First-Time Dashboard Login
  • Navigating the Dashboard
  • Review your Office Settings
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Member Management

1
  • How to Change a Monthly Membership to an Annual Membership
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Contact Support

2
  • Submit a Marketing Request
  • Submit a Support Request
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Building your Program

3
  • Monthly or Annual Plans?
  • Pricing Your Membership
  • Monthly Payment Surcharge Calculation
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PPO & Insurance FYI

4
  • Can patients use their HSA card to pay for membership?
  • Can patients use Carecredit to pay for membership?
  • Are your clients typically in-network or out-of-network providers?
  • What are the advantages of Smile Advantage to an out-of-network office?
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Team Training

5
  • Membership Questions for Retiring Seniors
  • A Better Preventative approach to Care
  • Converting Emergency Patients into Loyal Patients
  • Case Acceptance – Discounts encourage buying in bulk
  • Are monthly paying patients in an annual contract?
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PMS Setup Guides

5
  • PMS Setup Guide
  • DENTRIX – PMS Setup Guide
  • Tracking Doctor Payments in Multi-Doctor Practices
  • Open Dental – PMS Setup Guide
  • Eaglesoft – PMS Setup Guide
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Dashboard "How-To"

22
  • Review Transactions and Refund Payments
  • Edit, Update & Print your Terms & Conditions Sheet
  • Resolving Transaction Errors
  • Reviewing a Member’s Notification Emails
  • Family Bundling!
  • Smile Advantage Dashboard Access: Quick Guide
  • Change Member from Recurring (Autopay) to Non-Recurring (Non-Autopay)
  • Managing Duplicate Members
  • Collect Missed Payments
  • Did My Patient’s Payment Go Through?
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Marketing

4
  • Adding Your Microsite to Your Website
  • Complimentary for RevenueWell Users
  • Marketing Resources
  • Email Campaign Examples: Announcing Your Membership Plan & Price Updates
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Membership Migration

1
  • Upgrading from V2 -> V3!
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