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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

Member Management

1

How to Change a Monthly Membership to an Annual Membership

Contact Support

2

Submit a Marketing Request
Submit a Support Request

Building your Program

3

Monthly or Annual Plans?
Pricing Your Membership
Monthly Payment Surcharge Calculation

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?

Team Training

6

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?
SMS Functionality

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

Dashboard "How-To"

28

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?
Canceling a Member’s Plan
Bringing Your Existing Members to Smile Advantage
Patient was put on the Wrong Plan – Refund & Plan Change
Importing Existing Member Card Details
Stopping a Recurring Member’s Auto-Renewal
When Payment Fails
Renewal Reminders and Email Notifications
Update to Plans Pricing
Tracking Member Visits
Tracking Payments with Ledger Assist
Your First Steps to Success with Your Dashboard
How to Print or Download a Transaction Receipt on Your Dashboard
Getting Started: A General Overview of the Smile Advantage Dashboard
Renewing a Member from the Dashboard
Overview of the Patient Screen
Adding or Syncing Patients from Your Practice Management Software (PMS)
Transaction Filters to Streamline Your Workflow
Failed Renewal Process

Marketing

4

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

Rectangle -> SAP Migration

4

Introducing SAP!
Today’s Appointments Feature
Failed Renewal Process
SMS Functionality

New Features

4

Today’s Appointments Feature
One-Click Membership Signup
Auto-Post to Ledger
SMS Functionality

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Updated on April 22, 2024

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