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Dashboard "How-To"
- 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
- Add a New Member (Smile Advantage PRO)
- Transaction Adjustments
- Overview of our PRO version
- Default Provider – Payment Posting