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 verifying your office’s settings.
Accessing Settings
To update your practice settings, locate your username/practice name in the top right corner of the dashboard. Click the dropdown menu and select “Settings” as the first option.
Key Information to Verify
Email Address
- Ensure the email address listed is your main practice email
- This will be used for all membership-related communications with patients
- Example format: info@dentaloffice.com
Phone Number
- Verify your main practice phone number is correctly listed
- This should be your primary office contact number
Membership Program Name
- Confirm the membership program name matches what you use in your office
- This name will appear in all patient communications and dashboard elements
- Common examples:
- Savings Plan
- Healthcare Plan
- Smile Membership
Location Settings
- Verify your practice’s state is correctly listed
- This setting affects communication time zones
Practice Logo
- Look for your practice logo in the settings
- If missing, click the image button to upload
- For optimal formatting, contact the marketing team if logo needs updating
Saving Changes
After verifying all information, scroll to the bottom of the page and click “Update Office” to save your changes.
Note: If your logo isn’t displaying properly or needs updating, contact the marketing team for assistance with proper formatting and implementation.