Welcome to your Smile Advantage Dashboard tutorial! We know how important it is to keep membership plans running smoothly, and we’re here to make that process as easy as possible. In this step-by-step guide, we’ll walk you through the basics of the navigation menu and where/how you’ll be able to find what you need when managing your members.
Main Dashboard Navigation
- Interactive text elements appear in the practice’s primary color (typically red/orange)
- Clickable elements are highlighted on mouse hover
- “Dashboard” button returns users to the main dashboard from any location
Member Management
- Access member lists through the Members tab
- Filter options available for quick sorting:
- All members view
- Expired memberships
- Auto-pay/recurring payment status
Transaction Monitoring
- Access all financial transactions through the Transactions tab
- Calendar picker functionality allows filtering by:
- Today’s transactions
- Yesterday’s transactions
- Month-to-date
- Custom date ranges
- Transaction summaries display at bottom, including totals and refunds
Marketing Resources
- The Marketing tab provides access to marketing library
- Custom marketing materials available upon request
- Flyer and graphic customization options
Support System Protocol
- Access Support menu
- Submit a support ticket with:
- Practice name (auto-populated)
- Issue description
- Patient/member name
- Screenshots (when possible)
- Urgency level indication
- Contact information
Member Details Access
This detailed member view serves as your central hub for managing individual patient memberships, allowing you to handle all member-related tasks from a single, convenient location. The interface is designed to give you immediate access to the most important member information while making it simple to perform common membership management tasks.
- View current membership status and plan details
- Track payment history and upcoming payment schedules
- Monitor auto-pay settings and recurring payment information
- Access membership renewal dates and expiration information
Quick Actions
- Update member contact information
- Modify payment methods
- Process renewals
- Handle membership changes
Transaction History
- See all financial transactions associated with the member
- View payment dates and amounts
- Track successful and failed payment attempts
- Monitor refunds or adjustments