Getting Started
New to Smile Advantage? Start here with first-time login, dashboard setup, and your first steps to success.
Help Center
Welcome to Advantage Academy
Your complete guide to dental membership and payment management with Smile Advantage.
Explore by topic
Section titled “Explore by topic”Migration
Switching to Smile Advantage from another system or processor? Bring your existing members and cards over, handle the Smile Advantage Payments cutover, and re-collect any cards missed in the move.
Building Your Program
Design and price your membership plans: plan structure, pricing, monthly vs. annual options, price updates, and terms and conditions.
Navigating the App
Find your way around Smile Advantage: the dashboard overview, the patient screen, and where to access your members and data.
Member Management
Add, renew, cancel, and change members, manage duplicates and family bundles, track visits, and handle renewal reminders.
Payment Management
Track transactions, process refunds, post payments, manage billing dates and processing fees, and see how patients can pay.
Payment Troubleshooting
Resolve payment problems: failed payments, declined transactions, missed payments, failed renewals, authorization holds, and disputes.
PMS Integration
Connect Smile Advantage with your practice management system (Dentrix, Open Dental, Eaglesoft) and use PMS features like patient sync and ledger posting.
PRO Features
Get the most out of Smile Advantage PRO: Today’s Appointments, one-click membership signup, real-time PMS data, and auto-post to ledger.
Selling Memberships
Coach your team to close: case acceptance, converting emergency patients, insurance and PPO positioning, and answering patient questions about payment.
Marketing
Access marketing resources, email campaign examples, and tips for converting patients to membership plans.
Contact Support
Reach the Smile Advantage team: submit a support ticket or request changes to your marketing materials.