TIP TUESDAY - ClearDent Mobile: Your Practice in Your Pocket

This month's Tip Tuesday introduces ClearDent Mobile, the secure way to access your schedule, patient charts, imaging, clinical notes, treatment plans, and more from your mobile device. 

Whether you're reviewing tomorrow's schedule over your morning coffee, responding to an after-hours patient concern, or signing clinical notes while away from the office, ClearDent Mobile helps you stay informed, prepared, and in control. 

 

In this Tip Tuesday, you'll discover how ClearDent Mobile helps you: 

• Access real-time patient charts, imaging, clinical notes, and treatment information from anywhere  

• Review schedules, appointments, and provider workloads before your day begins  

• Respond confidently to after-hours patient questions with the complete clinical picture at your fingertips  

• Sign clinical notes, review periodontal charts, and communicate with patients using built-in two-way texting  

• Stay securely connected with multi-factor authentication and encrypted access 

Experience what it's like to have your practice in your pocket. 

Watch this month's Tip Tuesday and discover how ClearDent Mobile keeps you connected, wherever you are. Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - Treatment Plans Made Easy: Move, Organize & Follow up with Confidence

 

Efficient treatment planning is about more than entering procedure codes. It’s about keeping proposed care organized, searchable, and easy for the entire team to manage.    In this month’s Tip Tuesday, we’ll explore helpful Treatment Planning workflows inside ClearDent, including how to move procedures between treatment plans, organize plans using consistent naming conventions, document important plan details, and create follow-up tasks directly from the treatment plan.    We’ll also review:  Moving procedures between existing treatment plans or into a brand-new plan   Using standardized Plan Names to improve Treatment Plan Manager searches  Understanding the difference between Plan Notes and procedure-specific notes  Creating Follow-Up tasks, To-Do items, and communication reminders directly from the treatment plan  Tracking patient and insurance communications through Contact History  These built-in organizational tools help teams stay aligned, improve communication with patients, and keep treatment plans moving forward efficiently.  Don’t leave proposed treatment sitting unnoticed. Learn how small workflow improvements can make a big impact on case management and patient follow-up. Click here to tell us what you think! Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - Master Your Day-End Workflow

 

Accurate financial workflows are essential to maintaining a healthy practice, and ClearDent includes powerful tools to help your team reconcile transactions, manage deposits, and correct issues with confidence. 

 

In this week’s Tip Tuesday, we’re walking through key Day-End and Bank Deposit workflows, including production checks, reconciliation tools, historical reporting, and reversing deposits when corrections are needed. 

 

In this video, you’ll learn how to: 

• Run production checks before completing Day-End processing

• Process and review Day-End reports with confidence

• Deposit, review, and reverse Bank Deposits when needed  

• Use historical reporting tools to maintain accurate financial records  

• Identify unsigned clinical notes before closing the day  

You’ll also see how saved report templates can streamline frequently used searches and help your team work more efficiently every day. 

Watch this Tip Tuesday and discover how a few simple workflows can improve financial accuracy, reduce missed production, and make your day-end process smoother from start to finish. Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - Smarter Image Management in Minutes

Managing digital images is a key part of maintaining accurate patient records, but what happens when images are misplaced or accidentally added to the wrong chart? 

 

This week’s Tip Tuesday highlights powerful Digital Imaging tools designed to help your team stay organized and in control.  

 

In this video, you’ll learn how to: 

• Move images between patient charts while maintaining a full audit trail

• Locate and import images using the Image Search tool
• Safely delete and recover images when needed  

These tools help reduce charting errors, improve record accuracy, and give your team confidence when managing patient images.

Enjoy this Tip Tuesday video , and as always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - ClearConnect Self-Serve: The Right Message, to the Right Patient, at the Right Time

 

Patient communication should work seamlessly for your practice, not create more manual tasks.

 

This month’s Tip Tuesday highlights ClearConnect Self-Serve, ClearDent’s built-in communication solution that automates confirmations, recall reminders, birthday greetings, new patient welcomes, and more.

 

Learn how to:

• Target recalls by due date, type, status, and age group
• Personalize messages with built-in system variables
• Send booking links directly in reminders
• Automate digital intake forms for new patients (Available Soon)
• Activate seasonal templates without rebuilding them

ClearConnect goes beyond simple texting, it delivers targeted, workflow-based communication fully integrated inside ClearDent.

Enjoy this Tip Tuesday video , and as always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - Smart Ledger Adjustments: Transferring Credits the Right Way

Do you ever see a $0.00 running balance, but still have transactions showing credits and balances? Knowing how to properly transfer credits is key to keeping patient accounts accurate and your financial reporting clean. 

This week’s Tip Tuesday focuses on Ledger Credit Transfers, showing how to reallocate credits between transactions, family members, and insurance claims without backdating or compromising your audit trail. 

In this video, you’ll learn how to: 

• Allocate credits across patient transactions using payments and adjustments

• Transfer credits between insurance carriers when estimates don’t match payments

• Keep ledgers accurate, transparent, and report-ready using best-practice workflows 

Enjoy this Tip Tuesday video , and as always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - Managing Third Insurance Claims in ClearDent

Some patients come with more than two insurance plans, and knowing how to handle that third claim matters. Insurance complexity isn’t just frustrating—it directly impacts how quickly you get paid and whether patients confidently accept treatment.

In this Tip Tuesday, we’ll walk through how to submit a Third Insurance Claim in ClearDent, from identifying the correct policy to generating and tracking the claim on the patient ledger. Learn how to manage complex coverage scenarios while keeping your insurance workflow accurate and organized.

 

Enjoy this Tip Tuesday video , and as always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - Your Day, Your Way: Scheduler Display Settings in ClearDent

In this week’s Tip Tuesday, we’re showing you how to fine-tune your Scheduler so it works exactly the way your practice needs.

You will learn how to:

• Adjust your Scheduler display to match your team’s workflow

• Toggle privacy settings to control what patient details are visible

• Display treatment codes directly in the schedule for quicker decision-making

• Enable alerts that notify staff before booking to prevent scheduling errors

Watch this week’s Tip Tuesday video to see how these configuration options can streamline your day, improve accuracy, and boost productivity across your team. As always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - Smart Messaging in ClearDent

In this week’s Tip Tuesday, we’re exploring features that make messaging simpler, smarter, and more secure.  

You will learn how to: 

• Mark and filter unread messages to stay on top of patient replies

• Delete sensitive texts while maintaining full audit logs for accountability

• Start a two-way text chat directly from your A/R reports to follow up on outstanding balances

• Effortlessly insert your Online Booking or Patient Portal links into message templates using new system fields. 

Check out this week’s Tip Tuesday video and discover how these tools make managing your message inbox faster, safer, and more efficient. As always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - Digital Imaging: Quick View & Transparency

Do you ever wish you could reference patient images while writing notes or charting without switching screens? ClearDent’s Quick View and Transparency features make it possible.

 

With Quick View, you can keep patient images visible as you work through clinical notes, perio charting, or treatment planning. Transparency settings let you decide how prominent the image should be; faded in the background or fully clear and sharp. 

 

It’s a simple, powerful way to save time and improve accuracy in your daily workflow. 

 

Watch this week’s Tip Tuesday video to see how Quick View and Transparency can streamline your imaging process. As always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - Online Booking: Anytime scheduling, Smarter Workflows

Does your office struggle with phone tag and empty spots in the schedule? Give patients the freedom to book anytime, anywhere, while your team stays focused on patient care.   In this week’s Tip Tuesday, we’ll show you how to: Offer patients 24/7 access to schedule appointments online Customize provider availability, appointment types, and booking rules Reduce phone traffic and connect booking links directly to recalls, reminders, and your website Watch the video to see how ClearDent’s Online Booking simplifies scheduling for patients while streamlining workflows for your team. As always, we’d love to hear your feedback and suggestions! Click here to tell us what you think! Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - Internal Referral Tracking Workflow

Does your office refer patients to in-house specialists or rotating providers? Learn how to track those cases and capture key insights that help your practice grow.      In this week’s Tip Tuesday, we’ll show you how to:    Use ClearDent’s referral system for internal hand-offs  Track production tied to in-house referrals  Use reports to see where your revenue is really coming from Watch the video to see how ClearDent’s Internal Referral Tracking Workflow helps you keep revenue in-house. As always, we’d love to hear your feedback and suggestions! Click here to tell us what you think! Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - Advanced Recall Tracking and Smarter Scheduling

Your hygiene schedule is the lifeline of your dental practice, but what happens when some patients aren’t even set up on the recall system? 

 

In this week’s Tip Tuesday, we’ll show you how to:  

• Identify patients missing from your recall system
• Understand the Recall Status toggle on the patient profile
• Use the “Show Patients Without a Recall tool to keep your patient base on track
• Clean up your list without deleting history 

Watch this Tip Tuesday video and stop guessing who needs follow-up; start tracking recalls with confidence. As always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

TIP TUESDAY - Business Analytics for Dental Practices

 

Your dental practice is a business, and knowing what drives your practice’s success starts with understanding your numbers. In this week’s Tip Tuesday, we’re showcasing ClearDent’s Production Analysis reports: easy-to-run insights that show exactly where your production is coming from.

 

In this Tip Tuesday, you’ll learn how to: 

• Run Production Analysis reports by treatment category and procedure code 
• Use insights to optimize your practice operations 

Watch this Tip Tuesday video and take the guesswork out of your growth strategy. As always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

💡ClearDent Tip Tuesday: EDI Attachments

 

Submitting claims and predeterminations can be a hassle, especially when insurance carriers request additional documentation. But did you know ClearDent has a built-in tool to streamline the process? 

 

This week, we’re showcasing EDI Attachments: a powerful feature that allows you to electronically attach supporting documents, X-rays, images, and more, ensuring a smooth and complete claim submission. 

 

In this Tip Tuesday, you’ll learn how to: 

• Attach X-rays, images, referral letters and other documents directly to electronic claims and predeterminations.
• Reduce follow-ups and speed up approvals by providing insurers with the information they need upfront.
• Seamlessly upload files from the patient’s record or your workstation for easy access. 

Watch this Tip Tuesday video to see how EDI Attachments can enhance your insurance workflow and minimize delays. As always, we’d love to hear your feedback and suggestions!  Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

💡ClearDent Tip Tuesday: Advanced Treatment Planning

A well-organized treatment plan is the foundation of efficient patient care. By utilizing ClearDent’s Advanced Treatment Planning fields, your practice can seamlessly communicate the next steps—ensuring no treatment is missed. 

 

Instead of flipping through notes or tracking down the provider, everything your team needs is recorded in the patient’s file, odontogram, and appointment details screen.  
In this Tip Tuesday video, we’ll cover:

• How to use Status, Sequence, and Notes fields to streamline treatment coordination.
• How to identify linked (scheduled) vs. waiting (unbooked) appointments at a glance.
• How to ensure seamless communication between providers and admin staff for efficient scheduling.

Enjoy this Tip Tuesday, " Advanced Treatment Planning". As always, we’d love to hear your feedback and suggestions!  Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

💡ClearDent Tip Tuesday: Advanced Perio Settings

 

Monitoring changes in your patients’ periodontal health is essential—but flipping between perio charts can slow you down. Did you know ClearDent has a built-in tool to simplify the process? 

 

This week, we’re showcasing Perio Compare: a powerful feature, available for both On-Premise and Cloud users, that lets you overlay two perio exams. Visualize key changes, make more informed treatment plan recommendations, and engage patients in their oral health journey. In this Tip Tuesday, you’ll learn how to: 

• Instantly compare perio exams with color-coded highlights. 
• Customize your comparison by selecting key measurements like pocket depth, recession, mobility, and more. 
• Generate easy-to-share reports to enhance patient communication. 

Watch this episode and see how Perio Compare can take your perio tracking to the next level. As always, we’d love to hear your feedback and suggestions!  Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

💡ClearDent Tip Tuesday: Advanced Ledger

Managing post-dated payments can be a challenge—whether it’s cheques, credit cards, or insurance installments. But did you know ClearDent has a built-in tool to streamline the process? 

 

This week, we’re showcasing Held Payments: a simple and effective way to track future payments, stay on top of patient agreements and ensure your ledger remains accurate and organized. 

In this Tip Tuesday, you’ll learn how to: 

• Add, adjust, and allocate Held Payments with ease. 

• Track due payments right from your Today Screen. 

• Avoid common pitfalls, like missed deposits or weekend payment dates.  

Enjoy this Tip Tuesday video and discover how Held Payments can simplify your accounting workflows. As always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

💡ClearDent Tip Tuesday: Chart Audit

Did you know that dental practices lose up to 10% of their annual revenue due to overlooked opportunities? That’s not just lost revenue—it’s also critical preventive care that patients may never receive.

 

Imagine Clara ClearDent arrives at 11:00 AM for a toothache. Without ClearDent’s Chart Audit, you might miss that she's overdue for a recall, an exam, and a panoramic X-ray. With this tool, you can address all her needs in one visit, enhancing her care and increasing your revenue.

 

In this Tip Tuesday, we’ll show you how to turn your morning huddle into a powerful productivity boost—helping your team uncover hidden opportunities, deliver better care, and hit your revenue goals.

 

Enjoy this Tip Tuesday, “Chart Audit,” and as always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.

 

💡ClearDent Tip Tuesday: Fee Guides

 

The annual Fee Guide update can be stressful, especially during peak call volumes. With ClearDent, you can skip the wait and apply the new Fee Guide in less than one minute, giving you more time to focus on your patients and practice.

 

This week, we’re guiding you through the process of using the automated Fee Guide Update App. By following these steps, you can efficiently manage your Fee Guide updates and save significant time—up to 500% faster than waiting for support.

 

To ensure you can quickly access the information relevant to your system:

• For On-Premise users: Begin watching at 1:00.
• For ClearDent Cloud users: Skip ahead to 03:22.

Enjoy this Tip Tuesday, “Fee Guide,” and as always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.