Skip to content
  • There are no suggestions because the search field is empty.

Reviewing the Patient Slideout

The Patient slide-out consolidates appointments, treatments, radiographs, and insurance information in one tabbed view—available across the schedule and Treatment Opportunities page.

How to Access the Patient Slide-out
  1. Launch Practice Intelligence   
  2. On the Enhanced Schedule page, select a patient appointment card to open the patient slide-out.

    patient modal updated slideout 2
Patient Slide-out: Overview

At the top, you will see the following information listed:

  • Patient Name, Age, ID, and Phone Number 
  • Next Appointment Date
  • Last Hygiene Visit Date
  • *Insurance & Remaining Dental Benefits 
  • Treatment Opportunities 

This information is synced from your Practice Management System (PMS). 

Screenshot 2026-06-24 at 3.06.42 PM

Appointment Tab

The Appointment tab gives you an overview of what to expect for each patient coming in today.